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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
551
Family Asset Management
South Carolina
$394K +$399K +3,959 New
KWMG
552
King Wealth Management Group
Florida
$389K +$2.82K +28 +0.7%
BCM
553
Bluefin Capital Management
New York
$388K +$393K +3,900 New
SS
554
Sunbelt Securities
Texas
$382K -$1.63M -16,196 -81%
FFS
555
Founders Financial Securities
Maryland
$378K +$120K +1,190 +46%
WT
556
Whittier Trust
California
$378K +$245K +2,431 +178%
MAM
557
Milestone Asset Management
Pennsylvania
$376K +$359K +3,561 New
RIP
558
RAM Investment Partners
Washington
$375K +$380K +3,771 New
CCFM
559
Clear Creek Financial Management
Washington
$375K -$2.3M -22,807 -86%
FAG
560
Fortitude Advisory Group
Washington
$372K +$108K +1,071 +40%
AWP
561
Accretive Wealth Partners
New Jersey
$364K -$1.24M -12,339 -77%
CFAM
562
Center For Asset Management
Florida
$364K -$1.87M -18,609 -84%
AFWM
563
AMJ Financial Wealth Management
Virginia
$363K -$275K -2,731 -43%
MFA
564
Mayflower Financial Advisors
Massachusetts
$354K -$127K -1,256 -26%
SWRP
565
Summit Wealth & Retirement Planning
California
$353K +$357K +3,547 New
BWA
566
BDO Wealth Advisors
Florida
$340K +$190K +1,885 +123%
SI
567
Sprott Inc
Ontario, Canada
$338K -$1.43M -14,225 -81%
TIA
568
Tiemann Investment Advisors
California
$331K -$218K -2,168 -39%
OPCM
569
Osborne Partners Capital Management
California
$331K +$335K +3,320 New
ICM
570
Islay Capital Management
Texas
$329K -$16.5K -164 -5%
LOPW
571
Live Oak Private Wealth
North Carolina
$329K – – –
CPO
572
Cerity Partners OCIO
New York
$327K -$353K -3,501 -52%
T
573
TCWP
Ohio
$327K -$302K -2,999 -48%
HGWM
574
Horst & Graben Wealth Management
Oregon
$326K +$330K +3,271 New
SBH
575
Segall Bryant & Hamill
Illinois
$318K – – –
21 22
23
24 25