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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
501
ProVise Management Group
Florida
$1M +$1.01M +9,731 New
SFA
502
Source Financial Advisors
New York
$978K -$12.8K -123 -1%
RIS
503
Retirement Income Solutions
Michigan
$977K -$117K -1,132 -11%
TWM
504
Tradition Wealth Management
Minnesota
$973K +$969K +9,338 +7,914%
KJHP
505
K.J. Harrison & Partners
Ontario, Canada
$972K -$693K -6,680 -41%
FGA
506
Fortis Group Advisors
New Jersey
$947K -$11.8K -114 -1%
TFF
507
The Family Firm
Maryland
$937K -$2.39K -23 -0.3%
RPCA
508
Running Point Capital Advisors
California
$935K +$112K +1,076 +13%
MOS
509
MGO One Seven
Ohio
$934K -$3.41M -32,876 -78%
SAM
510
Strategy Asset Managers
California
$922K +$1.04K +10 +0.1%
PWM
511
Perigon Wealth Management
California
$911K +$483K +4,661 +111%
EAM
512
Eschler Asset Management
United Kingdom
$904K -$1.99M -19,180 -69%
HW
513
Hancock Whitney
Mississippi
$888K +$268K +2,582 +43%
RFC
514
Regions Financial Corp
Alabama
$884K +$60.6K +584 +7%
4FG
515
4Thought Financial Group
New York
$881K +$60.9K +587 +7%
RBA
516
Richard Bernstein Advisors
New York
$873K -$33.7K -325 -4%
CPRC
517
Consolidated Portfolio Review Corp
New York
$873K +$879K +8,477 New
LPT
518
Legacy Private Trust
Wisconsin
$869K -$897K -8,650 -51%
SC
519
Solstein Capital
California
$867K +$296K +2,850 +51%
SF
520
Slagle Financial
Illinois
$860K +$866K +8,353 New
CYG
521
Clean Yield Group
Vermont
$854K +$207K +2,000 +32%
BW
522
Bison Wealth
Georgia
$854K +$145K +1,395 +20%
SVWAG
523
Sound View Wealth Advisors Group
Georgia
$849K -$78.9K -761 -8%
KFS
524
Kelly Financial Services
Massachusetts
$846K -$1.13M -10,903 -57%
AWA
525
Authentikos Wealth Advisory
California
$834K -$35K -337 -4%
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