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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
501
Dakota Wealth Management
Florida
$365K -$2.85M -25,332 -88%
FHC
502
First Heartland Consultants
Missouri
$365K +$22.1K +196 +6%
SMC
503
Smith, Moore & Co
Missouri
$363K – – –
SHIM
504
Stone House Investment Management
Pennsylvania
$362K +$397K +3,530 New
CBFP
505
Cedar Brook Financial Partners
Ohio
$358K -$218K -1,940 -36%
MS
506
Maven Securities
Jersey
$358K – – –
PCM
507
Prelude Capital Management
New York
$358K +$393K +3,491 New
TIAM2
508
Tru Independence Asset Management 2
Oregon
$357K +$4.39K +39 +1%
TA
509
TrueWealth Advisors
Alabama
$357K +$25.6K +227 +7%
D
510
Dentgroup
Louisiana
$357K +$133K +1,178 +49%
ICM
511
Islay Capital Management
Texas
$356K -$77.2K -686 -16%
PA
512
Parallel Advisors
California
$349K -$40.3K -358 -10%
RW
513
Rede Wealth
Virginia
$349K +$79K +702 +26%
ACA
514
Aptus Capital Advisors
Alabama
$348K +$359K +3,185 +1,481%
IWN
515
Independent Wealth Network
Iowa
$338K -$12.7K -113 -3%
LOPW
516
Live Oak Private Wealth
North Carolina
$338K – – –
UAS
517
United Asset Strategies
New York
$337K -$18.9K -168 -5%
SW
518
SteelPeak Wealth
California
$337K +$371K +3,294 New
OFG
519
OmniStar Financial Group
North Carolina
$330K +$363K +3,227 New
ETIA
520
Epic Trust Investment Advisors
Washington
$328K +$360K +3,200 New
SBH
521
Segall Bryant & Hamill
Illinois
$326K -$11.3K -100 -3%
WWM
522
Western Wealth Management
Colorado
$326K +$45.3K +402 +15%
MA
523
MONECO Advisors
Connecticut
$323K +$355K +3,157 New
ATPW
524
Ashton Thomas Private Wealth
Arizona
$317K +$88.2K +783 +34%
EIA
525
Eldridge Investment Advisors
New Hampshire
$307K -$1.05M -9,305 -76%
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