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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
526
Congress Wealth Management
Massachusetts
$449K -$41.5M -411,842 -99%
RWA
527
Rooted Wealth Advisors
Illinois
$446K +$451K +4,477 New
PCIA
528
Prime Capital Investment Advisors
Kansas
$444K +$449K +4,455 New
SHIM
529
Stone House Investment Management
Pennsylvania
$443K +$92.4K +917 +26%
TPCW
530
TD Private Client Wealth
New York
$442K +$15.6K +155 +4%
T
531
TNF
Montana
$440K -$4.84K -48 -1%
MFG
532
Merit Financial Group
Georgia
$439K -$1.68M -16,675 -79%
HW
533
Hamilton Wealth
California
$438K -$14.3M -142,029 -97%
CC
534
Centiva Capital
New York
$433K -$11M -109,625 -96%
T
535
TRUADVICE
Florida
$428K +$406K +4,031 New
MWA
536
Meridian Wealth Advisors
Texas
$425K -$250K -2,484 -37%
NRI
537
NFP Retirement Inc
California
$424K +$429K +4,259 New
EAM
538
Eschler Asset Management
United Kingdom
$420K +$425K +4,217 New
CBFP
539
Cedar Brook Financial Partners
Ohio
$417K +$69.9K +694 +20%
BTWM
540
Baker Tilly Wealth Management
Wisconsin
$417K +$176K +1,748 +72%
VWA
541
V Wealth Advisors
Kansas
$416K -$419K -4,155 -50%
MLA
542
My Legacy Advisors
Oregon
$416K +$90.8K +901 +30%
CIA
543
Caerus Investment Advisors
Texas
$408K – – –
DWT
544
Dorsey & Whitney Trust
South Dakota
$402K +$205K +2,036 +102%
VHAM
545
Van Hulzen Asset Management
California
$399K -$569K -5,645 -58%
SPWM
546
Straight Path Wealth Management
Michigan
$398K -$1.31K -13 -0.3%
SMF
547
Sterling Manor Financial
New York
$398K +$403K +4,000 New
NL
548
NKCFO LLC
Illinois
$398K – – –
IFWM
549
Institute for Wealth Management
Colorado
$398K -$13.5K -134 -3%
HFM
550
Harvest Fund Management
China
$396K +$393K +3,899 +5,064%
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