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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
526
RFG Advisory
Alabama
$1.01M -$1.78M -20,765 -64%
MC
527
Moors & Cabot
Massachusetts
$1.01M +$31K +361 +3%
EWA
528
EP Wealth Advisors
California
$1.01M +$571K +6,652 +133%
JPLA
529
Joseph P. Lucia & Associates
New York
$1.01M -$733K -8,537 -42%
CGA
530
Crescent Grove Advisors
Illinois
$999K +$993K +11,561 New
BB
531
Burford Brothers
Texas
$995K -$46.5K -541 -4%
JWCA
532
J.W. Cole Advisors
Florida
$992K +$985K +11,476 New
WFA
533
Websterrogers Financial Advisors
South Carolina
$987K +$338K +3,936 +53%
OCA
534
OpenArc Corporate Advisory
Georgia
$965K -$787K -9,164 -45%
IPW
535
Invictus Private Wealth
Colorado
$965K +$284K +3,311 +42%
CFG
536
Cooper Financial Group
California
$964K -$9.53K -111 -1%
CA
537
Cresta Advisors
Texas
$958K – – –
CAM
538
Cresset Asset Management
Illinois
$951K +$9.79K +114 +1%
KA
539
Kovack Advisors
Florida
$942K +$153K +1,777 +19%
UW
540
Unique Wealth
Florida
$930K +$580K +6,755 +169%
SWM
541
Spire Wealth Management
Virginia
$929K -$1.47M -17,075 -61%
ML
542
McAdam LLC
Pennsylvania
$926K -$711K -8,276 -44%
BFG
543
Beto Financial Group
Idaho
$925K +$225K +2,625 +31%
TNA
544
True North Advisors
Texas
$924K +$27.2K +317 +3%
LWM
545
Liberty Wealth Management
California
$911K – – –
CWA
546
Centerline Wealth Advisors
Kentucky
$908K +$218K +2,544 +32%
TY
547
Titiun Yejiel
$898K – – –
EFG
548
Ehrlich Financial Group
California
$896K -$945 -11 -0.1%
EI
549
EFG International
$890K – – –
WHG
550
Westwood Holdings Group
Texas
$888K -$214K -2,492 -20%
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22
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