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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
NHC
601
Nicholas Hoffman & Company
Georgia
$352K +$346K +3,305 New
LOPW
602
Live Oak Private Wealth
North Carolina
$351K – – –
MA
603
MONECO Advisors
Connecticut
$345K +$22.9K +219 +7%
JCM
604
Jacobi Capital Management
Pennsylvania
$344K +$338K +3,234 New
GKWIM
605
Gerber Kawasaki Wealth & Investment Management
California
$344K -$314K -3,002 -48%
SBH
606
Segall Bryant & Hamill
Illinois
$340K – – –
SWRP
607
Summit Wealth & Retirement Planning
California
$340K -$37.1K -355 -10%
ARC
608
Advisor Resource Council
Texas
$339K +$332K +3,171 New
GHAM
609
Gilman Hill Asset Management
Connecticut
$332K +$327K +3,125 New
SHIM
610
Stone House Investment Management
Pennsylvania
$332K -$139K -1,328 -30%
AWMNH
611
Arcadia Wealth Management (New Hampshire)
New Hampshire
$332K -$4.6K -44 -1%
IWN
612
Independent Wealth Network
Iowa
$328K -$9.42K -90 -3%
MWM
613
MBE Wealth Management
Wisconsin
$325K +$320K +3,057 New
WP
614
WMS Partners
Maryland
$321K – – –
JIP
615
Jaffetilchin Investment Partners
Florida
$320K +$1.15K +11 +0.4%
WHG
616
Westwood Holdings Group
Texas
$320K +$1.05K +10 +0.3%
EAM
617
Empirical Asset Management
Massachusetts
$320K +$628 +6 +0.2%
WCG
618
Weaver Consulting Group
California
$318K – – –
SAG
619
SageView Advisory Group
California
$316K +$311K +2,970 New
VHAM
620
Van Hulzen Asset Management
California
$315K -$110K -1,050 -26%
CC
621
Cadinha & Co
Hawaii
$312K -$286K -2,738 -48%
AR
622
Apeiron RIA
Texas
$312K +$307K +2,932 New
CPC
623
Consolidated Planning Corp
Georgia
$304K +$299K +2,861 New
MGIA
624
Moneta Group Investment Advisors
Missouri
$302K +$297K +2,843 New
WDC
625
Woodward Diversified Capital
California
$295K +$51.4K +491 +22%
23 24
25
26 27