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iShares 20+ Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
626
WESPAC Advisors
California
$591K +$588K +6,844 New
CWMGP
627
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$591K -$167K -1,945 -22%
IA
628
IFG Advisory
Georgia
$588K +$584K +6,803 New
NWM
629
Navigation Wealth Management
Colorado
$588K +$26.7K +311 +5%
WA
630
Westfuller Advisors
New York
$584K +$28.3K +329 +5%
SWG
631
Summit Wealth Group
Vermont
$580K -$47.2K -550 -8%
EWA
632
Exit Wealth Advisors
Georgia
$574K -$255K -2,968 -31%
TSW
633
Three Seasons Wealth
Utah
$572K +$569K +6,621 New
MAM
634
MMA Asset Management
Pennsylvania
$571K -$27.3K -318 -5%
RIA
635
Realta Investment Advisors
Delaware
$571K -$32.5K -379 -5%
BFO
636
Biltmore Family Office
North Carolina
$570K – – –
CSC
637
Caldwell Sutter Capital
California
$567K -$133K -1,544 -19%
KeyBank National Association
638
KeyBank National Association
Ohio
$546K -$288K -3,356 -35%
TC
639
Town Capital
Maryland
$545K +$542K +6,309 New
AWM
640
Aprio Wealth Management
Georgia
$545K +$2.49K +29 +0.5%
ECA
641
Elevated Capital Advisors
Utah
$544K -$2.32K -27 -0.4%
QAM
642
Q3 Asset Management
Michigan
$544K +$518K +6,035 New
EFG
643
Ethos Financial Group
Pennsylvania
$543K -$9.01M -104,897 -94%
EFG
644
Embree Financial Group
Illinois
$539K +$69.2K +806 +15%
SAS
645
Sage Advisory Services
Texas
$539K +$31.9K +371 +6%
BPW
646
BlueDoor Private Wealth
Massachusetts
$536K – – –
RBFC
647
Roman Butler Fullerton & Co
Missouri
$535K -$516K -6,014 -49%
LPAM
648
Lodestar Private Asset Management
California
$534K -$75.8K -883 -12%
Schroder Investment Management Group
649
Schroder Investment Management Group
United Kingdom
$533K – – –
BPW
650
Bingham Private Wealth
California
$531K -$26.7K -311 -5%