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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
676
Golden State Equity Partners
California
$661K -$359K -4,018 -35%
AGA
677
Arkos Global Advisors
Texas
$657K – – –
PTC
678
Private Trust Company
Ohio
$654K +$332K +3,711 +98%
JFGIW
679
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$653K +$16.5K +185 +3%
VC
680
Vicus Capital
Pennsylvania
$627K +$643K +7,193 New
LWM
681
Lifetime Wealth Management
Texas
$620K +$636K +7,116 New
HL
682
HeadInvest LLC
Maine
$620K -$88.7K -992 -12%
SA
683
Sage Advisors
Colorado
$615K +$631K +7,061 New
CFG
684
Carr Financial Group
Massachusetts
$610K – – –
AWE
685
Avidian Wealth Enterprises
Texas
$610K -$113K -1,264 -15%
EWA
686
EP Wealth Advisors
California
$608K +$624K +6,974 New
KPF
687
K2 Principal Fund
Ontario, Canada
$607K +$623K +6,966 New
PWG
688
Portside Wealth Group
Utah
$605K -$54.5K -610 -8%
MFA
689
Mayflower Financial Advisors
Massachusetts
$600K +$157K +1,758 +34%
MT
690
Midwest Trust
Kansas
$599K -$15.8K -177 -3%
AFO
691
Aurelius Family Office
New Hampshire
$598K -$19.4K -217 -3%
OC
692
Opal Capital
Florida
$592K +$432K +4,834 New
IIC
693
Integrated Investment Consultants
Michigan
$590K -$58.1K -650 -9%
SR
694
Syntax Research
Florida
$584K -$1.75M -19,575 -74%
D
695
Dentgroup
Louisiana
$583K +$6.88K +77 +1%
VFG
696
Victory Financial Group
Texas
$578K -$237K -2,653 -29%
CT
697
Caldwell Trust
Florida
$578K +$540K +6,045 +1,039%
BCM
698
Bluefin Capital Management
New York
$575K +$590K +6,600 New
BFO
699
Biltmore Family Office
North Carolina
$575K – – –
SC
700
Solstein Capital
California
$572K +$570K +6,373 +3,354%
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