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iShares 20+ Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
626
IFG Advisory
Georgia
$588K +$584K +6,803 New
NWM
627
Navigation Wealth Management
Colorado
$588K +$26.7K +311 +5%
WA
628
Westfuller Advisors
New York
$584K +$28.3K +329 +5%
SWG
629
Summit Wealth Group
Vermont
$580K -$47.2K -550 -8%
EWA
630
Exit Wealth Advisors
Georgia
$574K -$255K -2,968 -31%
TSW
631
Three Seasons Wealth
Utah
$572K +$569K +6,621 New
MAM
632
MMA Asset Management
Pennsylvania
$571K -$27.3K -318 -5%
RIA
633
Realta Investment Advisors
Delaware
$571K -$32.5K -379 -5%
BFO
634
Biltmore Family Office
North Carolina
$570K
CSC
635
Caldwell Sutter Capital
California
$567K -$133K -1,544 -19%
KeyBank National Association
636
KeyBank National Association
Ohio
$546K -$288K -3,356 -35%
TC
637
Town Capital
Maryland
$545K +$542K +6,309 New
AWM
638
Aprio Wealth Management
Georgia
$545K +$2.49K +29 +0.5%
ECA
639
Elevated Capital Advisors
Utah
$544K -$2.32K -27 -0.4%
QAM
640
Q3 Asset Management
Michigan
$544K +$518K +6,035 New
EFG
641
Ethos Financial Group
Pennsylvania
$543K -$9.01M -104,897 -94%
EFG
642
Embree Financial Group
Illinois
$539K +$69.2K +806 +15%
SAS
643
Sage Advisory Services
Texas
$539K +$31.9K +371 +6%
BPW
644
BlueDoor Private Wealth
Massachusetts
$536K
RBFC
645
Roman Butler Fullerton & Co
Missouri
$535K -$516K -6,014 -49%
LPAM
646
Lodestar Private Asset Management
California
$534K -$75.8K -883 -12%
Schroder Investment Management Group
647
Schroder Investment Management Group
United Kingdom
$533K
BPW
648
Bingham Private Wealth
California
$531K -$26.7K -311 -5%
AWP
649
Accretive Wealth Partners
New Jersey
$530K
PTC
650
Private Trust Company
Ohio
$529K -$19.1K -222 -3%