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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
TNA
601
True North Advisors
Texas
$809K +$792K +9,057 New
FPWM
602
FSB Premier Wealth Management
Iowa
$809K +$78.5K +898 +11%
LWA
603
Lantern Wealth Advisors
New York
$808K +$5.95K +68 +0.8%
IHL
604
Investment House LLC
California
$789K -$3.83M -43,838 -83%
CPW
605
Catalyst Private Wealth
California
$787K -$708K -8,095 -48%
SWM
606
Shepherd Wealth Management
Ohio
$785K +$208K +2,380 +37%
SFS
607
Security Financial Services
Indiana
$783K -$18.1K -207 -2%
FBC
608
Fairfield, Bush & Co
Connecticut
$779K +$763K +8,718 New
SAS
609
Sage Advisory Services
Texas
$778K -$230K -2,635 -23%
CB
610
Commerce Bank
Missouri
$770K – – –
DF
611
Dunhill Financial
United Kingdom
$767K -$634K -7,246 Closed
OAP
612
One Advisory Partners
Kansas
$755K +$248K +2,840 +52%
SAMC
613
Spectrum Asset Management (California)
California
$748K – – –
AWE
614
Avidian Wealth Enterprises
Texas
$738K +$371K +4,238 +105%
SWG
615
Summit Wealth Group
Vermont
$738K -$6.04K -69 -0.8%
KWM
616
Keebeck Wealth Management
Illinois
$735K -$101K -1,154 -12%
EFMH
617
E Fund Management (HK)
Hong Kong
$734K – – –
CIA
618
Choate Investment Advisors
Massachusetts
$728K +$668K +7,632 +1,488%
TA
619
Tactive Advisors
Florida
$727K -$3.12M -35,683 -81%
HL
620
HeadInvest LLC
Maine
$724K -$223K -2,555 -24%
ICM
621
Islay Capital Management
Texas
$721K -$2.62K -30 -0.4%
FFN
622
Focus Financial Network
Minnesota
$713K -$167K -1,913 -19%
HGA
623
Hobbs Group Advisors
South Carolina
$705K -$478K -5,469 -41%
SVWG
624
Shared Vision Wealth Group
United States
$700K -$144K -1,643 -18%
MAM
625
MMA Asset Management
Pennsylvania
$698K -$655K -7,490 -49%
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