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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
651
Vienna Asset Management
California
$968K -$713K -7,829 -43%
OFA
652
Oak Family Advisors
Illinois
$964K +$638 +7 +0.1%
TWP
653
Tempus Wealth Planning
California
$960K +$230K +2,524 +32%
IA
654
IFG Advisory
Georgia
$946K +$939K +10,310 New
SGI
655
Swan Global Investments
Colorado
$945K – – –
GLA
656
Good Life Advisors
Pennsylvania
$944K -$29.5K -324 -3%
BGAI
657
Bruce G. Allen Investments
Colorado
$943K +$456 +5 +0%
JWCA
658
J.W. Coons Advisors
Ohio
$939K +$18.2K +200 +2%
RSWM
659
Robertson Stephens Wealth Management
California
$939K -$741K -8,136 -44%
EAM
660
Eschler Asset Management
United Kingdom
$930K -$252K -2,765 -21%
SAM
661
Strategy Asset Managers
California
$922K +$81.5K +894 +11%
BF
662
BOK Financial
Oklahoma
$922K +$47.5K +521 +5%
FPCP
663
Fort Point Capital Partners
California
$919K -$33.5K -368 -4%
PMAM
664
Picton Mahoney Asset Management
Ontario, Canada
$918K – – –
SC
665
Savoie Capital
Illinois
$918K -$18.2K -200 -2%
PCMU
666
Paragon Capital Management (Utah)
Utah
$912K +$82.8K +909 +10%
MOS
667
MGO One Seven
Ohio
$903K +$326K +3,577 +57%
MYIA
668
Mount Yale Investment Advisors
Colorado
$903K +$44.7K +491 +5%
VWWMG
669
Vermillion & White Wealth Management Group
Pennsylvania
$901K +$6.74K +74 +0.8%
IWP
670
Innova Wealth Partners
Pennsylvania
$893K +$887K +9,734 New
CC
671
Copperleaf Capital
North Carolina
$891K -$62.1K -681 -7%
AWP
672
Avid Wealth Partners
Texas
$883K -$298K -3,274 -25%
TPWA
673
Twin Peaks Wealth Advisors
California
$883K +$138K +1,510 +19%
APWA
674
Atlas Private Wealth Advisors
New Jersey
$878K +$872K +9,565 New
PFA
675
Petra Financial Advisors
Colorado
$864K – – –
25 26
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