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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
501
Pacifica Partners
Canada
$227K -$45.6K -275 -17%
AC
502
Avestar Capital
New York
$226K -$14.1K -85 -6%
OPS
503
Orion Portfolio Solutions
Nebraska
$216K +$160K +965 +271%
HAS
504
HBW Advisory Services
California
$216K +$219K +1,321 New
WCG
505
Weaver Consulting Group
California
$213K -$16.9K -102 -7%
PCG
506
Private Capital Group
Connecticut
$211K +$18.9K +114 +10%
DC
507
Davenport & Co
Virginia
$210K -$1.5M -9,028 -88%
S
508
SignatureFD
Georgia
$209K +$209K +1,258 +6,290%
HIS
509
Harvest Investment Services
Illinois
$209K +$212K +1,280 New
EPA
510
Element Pointe Advisors
Florida
$207K +$210K +1,268 New
PPP
511
Private Portfolio Partners
New Jersey
$206K +$210K +1,264 New
WIP
512
Wellesley Investment Partners
Massachusetts
$206K – – –
SSB
513
Sandy Spring Bank
Maryland
$205K – – –
WBC
514
West Branch Capital
Massachusetts
$205K +$663 +4 +0.3%
SWM
515
SigFig Wealth Management
California
$205K +$206K +1,240 New
SCM
516
SCS Capital Management
Massachusetts
$202K -$554K -3,338 -73%
DACG
517
Donor Advised Charitable Giving
California
$202K +$205K +1,238 New
FANJ
518
Financial Architects (New Jersey)
New Jersey
$200K -$5.31K -32 -3%
MAM
519
Meeder Asset Management
Ohio
$189K +$48.8K +294 +34%
PF
520
Phoenix Financial
Israel
$187K – – –
EP
521
Eudaimonia Partners
Tennessee
$171K +$91.7K +553 +112%
PFS
522
Prospera Financial Services
Texas
$151K -$102K -614 -40%
SWM
523
Sugarloaf Wealth Management
Georgia
$139K -$372K -2,243 -82%
SBL
524
Sargent Bickham Lagudis
Colorado
$131K +$102K +616 +328%
CTC
525
Central Trust Company
Missouri
$126K – – –
19 20
21
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