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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
426
GC Wealth Management RIA
Massachusetts
$2.45M +$202K +2,314 +9%
SWTS
427
Stonehaven Wealth & Tax Solutions
Wisconsin
$2.45M -$11K -126 -0.5%
CIAS
428
CFS Investment Advisory Services
New Jersey
$2.44M +$972K +11,149 +68%
TF
429
Trek Financial
Arizona
$2.42M -$2.6M -29,771 -52%
SMG
430
Smart Money Group
Texas
$2.41M -$473K -5,428 -17%
SLFPAM
431
St. Louis Financial Planners Asset Management
Missouri
$2.38M +$2.36M +27,013 New
GAM
432
Gotham Asset Management
New York
$2.36M – – –
LW
433
Lauer Wealth
Indiana
$2.27M +$2.06M +23,590 +984%
KJHP
434
K.J. Harrison & Partners
Ontario, Canada
$2.25M – – –
CI
435
CPR Investments
Michigan
$2.24M -$2.84M -32,587 -56%
WIM
436
WealthPlan Investment Management
Nebraska
$2.23M +$380K +4,355 +21%
JPLA
437
Joseph P. Lucia & Associates
New York
$2.22M +$393K +4,505 +22%
TCA
438
Transcend Capital Advisors
New Jersey
$2.21M -$138K -1,583 -6%
SWM
439
Silverlake Wealth Management
Vermont
$2.19M +$2.16M +24,788 New
MWA
440
Moser Wealth Advisors
Washington
$2.19M -$28.8K -330 -1%
TAM
441
Titleist Asset Management
Texas
$2.16M +$182K +2,092 +9%
IIM
442
Illumine Investment Management
Washington
$2.16M -$25.1K -288 -1%
KWA
443
Kingswood Wealth Advisors
California
$2.15M -$1.13M -12,905 -35%
RA
444
RFG Advisory
Alabama
$2.14M -$1.85M -21,245 -47%
SR
445
Syntax Research
Florida
$2.14M +$1.63M +18,670 +336%
MFS
446
Miller Financial Services
Michigan
$2.13M +$322K +3,688 +18%
PCA
447
Providence Capital Advisors
North Carolina
$2.13M +$70.3K +806 +3%
IAN
448
Integrated Advisors Network
Texas
$2.1M -$168K -1,930 -8%
YWM
449
Yukon Wealth Management
Kansas
$2.06M -$51.4K -590 -2%
CPP
450
Capasso Planning Partners
South Carolina
$2.06M +$329K +3,771 +19%
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