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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
701
Carmichael Hill & Associates
Maryland
$729K +$43.1K +473 +6%
TIM
702
Tortoise Investment Management
New York
$727K +$164K +1,803 +29%
BW
703
Bison Wealth
Georgia
$726K – – –
AA
704
Auxano Advisors
Washington
$716K +$2.19K +24 +0.3%
SHGA
705
Sand Hill Global Advisors
California
$713K -$6.01K -66 -0.8%
AA
706
Alesco Advisors
New York
$712K -$703K -7,720 -50%
HL
707
HeadInvest LLC
Maine
$709K +$704K +7,730 New
IPW
708
Invictus Private Wealth
Colorado
$701K +$17.9K +196 +3%
PFGIA
709
Patriot Financial Group Insurance Agency
Massachusetts
$699K -$36.2K -397 -5%
FCI
710
Financial Counselors Inc
Kansas
$697K +$24.5K +269 +4%
MWM
711
Modera Wealth Management
New Jersey
$697K -$6.65K -73 -1%
CSPIA
712
Cary Street Partners Investment Advisory
Virginia
$692K -$35.6K -391 -5%
CSC
713
Caldwell Sutter Capital
California
$683K +$66.6K +731 +11%
BFP
714
Briaud Financial Planning
Texas
$683K -$91 -1 -0%
CB
715
Commerce Bank
Missouri
$680K – – –
RWA
716
Rooted Wealth Advisors
Illinois
$680K +$57.4K +630 +9%
MWM
717
Mosley Wealth Management
California
$677K +$31.9K +350 +5%
BWA
718
BCU Wealth Advisors
Illinois
$674K +$79.6K +874 +14%
LPT
719
Legacy Private Trust
Wisconsin
$674K +$219K +2,402 +49%
SA
720
Stewardship Advisors
Pennsylvania
$667K -$2.68M -29,448 -80%
GC
721
Guidance Capital
Kentucky
$662K +$44.6K +490 +8%
BAM
722
Belpointe Asset Management
Nevada
$661K -$1.01M -11,037 -61%
CAS
723
Coppell Advisory Solutions
Texas
$659K +$654K +7,175 New
WAL
724
W Advisors LLC
Tennessee
$655K -$181K -1,987 -22%
SF
725
Slagle Financial
Illinois
$653K +$20K +220 +3%
27 28
29
30 31