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iShares 20+ Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
526
FinTrust Capital Advisors
South Carolina
$114K +$10K +63 +10%
FWM
527
Focused Wealth Management
New York
$110K +$31.8K +200 +40%
JAWM
528
J. Arnold Wealth Management
Ohio
$103K +$20.5K +129 +25%
KFS
529
Kelly Financial Services
Massachusetts
$97.2K +$77.8K +490 +389%
FFA
530
Founders Financial Alliance
North Carolina
$95K +$6.83K +43 +8%
HIA
531
Harbor Investment Advisory
Maryland
$91K -$230K -1,449 -72%
RP
532
Rice Partnership
Hawaii
$91K -$12.4K -78 -12%
MPWT
533
MassMutual Private Wealth & Trust
Connecticut
$83K -$23.7K -149 -22%
MAM
534
Meeder Asset Management
Ohio
$81K -$102K -645 -56%
AWA
535
Arkadios Wealth Advisors
Georgia
$78K -$44.3K -279 -36%
APC
536
Aspire Private Capital
North Carolina
$71K +$9.84K +62 +16%
SIS
537
Sound Income Strategies
Florida
$67K
TF
538
TimeScale Financial
Massachusetts
$52K +$159 +1 +0.3%
CTC
539
Central Trust Company
Missouri
$49K -$73K -460 -60%
OSAM
540
O'Shaughnessy Asset Management
Connecticut
$49K -$39.4K -248 -44%
RFA
541
Reilly Financial Advisors
California
$49K -$7.3K -46 -13%
AF
542
Allworth Financial
California
$48K +$3.81K +24 +9%
First Manhattan
543
First Manhattan
New York
$47K -$33.5K -211 -41%
LWP
544
Lumature Wealth Partners
Georgia
$47K +$47.6K +300 New
TCCM
545
Timber Creek Capital Management
Massachusetts
$46K -$12.7K -80 -21%
CWA
546
Clearview Wealth Advisors
Oregon
$45K +$44.9K +283 New
FGAM
547
Financial Gravity Asset Management
Texas
$43K +$42.9K +270 New
WT
548
Whittier Trust
California
$41K -$38.3K -241 -48%
RG
549
Retirement Group
California
$41K
RPWA
550
Regent Peak Wealth Advisors
Georgia
$40K +$40.6K +256 New