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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
RP
651
Rice Partnership
Hawaii
$127K +$73.3K +727 +133%
AF
652
Allworth Financial
California
$123K -$30.3K -301 -20%
GI
653
Gradient Investments
Minnesota
$117K -$9.57K -95 -7%
FCAM
654
First Citizens Asset Management
North Carolina
$113K +$115K +1,137 New
UB
655
UMB Bank
Missouri
$112K – – –
GWS
656
Glassman Wealth Services
Virginia
$99.7K -$92.2K -915 -48%
CWC
657
Carolinas Wealth Consulting
North Carolina
$99.4K +$85.4K +848 +565%
CA
658
Clearstead Advisors
Ohio
$95K +$95.3K +946 +11,825%
PGAM
659
Princeton Global Asset Management
New Jersey
$90K – – –
CPG
660
Cornerstone Planning Group
New Jersey
$88.7K +$82.8K +822 New
CT
661
Colonial Trust
South Carolina
$87.3K -$157K -1,554 -64%
CT
662
Cambridge Trust
Massachusetts
$87K – – –
PPC
663
Park Place Capital
Alabama
$82K +$82.8K +822 New
RFA
664
Resurgent Financial Advisors
Georgia
$80.8K +$81.8K +812 New
AWM
665
Avondale Wealth Management
Texas
$74.7K -$3.91M -38,849 -98%
NG
666
NWK Group
California
$73.4K +$7.46K +74 +11%
WAM
667
Worth Asset Management
Texas
$69.7K +$70.5K +700 New
FA
668
Fiduciary Alliance
South Carolina
$67.2K +$68K +675 New
AWM
669
Aspire Wealth Management
Massachusetts
$64.4K +$605 +6 +0.9%
GIA
670
Goodwin Investment Advisory
Georgia
$63K -$2.42M -24,024 -97%
IGWM
671
ICA Group Wealth Management
Colorado
$63K +$63.8K +633 New
APC
672
Aspire Private Capital
North Carolina
$62.6K +$22.4K +222 +55%
WOSD
673
WFA of San Diego
California
$59.7K +$60.5K +600 New
CTA
674
Colonial Trust Advisors
South Carolina
$58.4K – – –
GJIA
675
Glass Jacobson Investment Advisors
Maryland
$55.7K +$56.4K +560 New
25 26
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