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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
726
Intellectus Partners
California
$347K – – –
MWA
727
Meridian Wealth Advisors
Texas
$345K -$65K -757 -16%
FWI
728
Facet Wealth Inc
Maryland
$344K +$32.9K +383 +11%
KFG
729
Kingdom Financial Group
Arizona
$344K +$104K +1,210 +44%
RCA
730
Ranch Capital Advisors
Florida
$343K +$2.92K +34 +0.9%
SC
731
Sapient Capital
Indiana
$343K +$341K +3,971 New
TAM
732
Tucker Asset Management
Colorado
$341K +$78.4K +913 +30%
SW
733
SkyOak Wealth
Michigan
$339K +$79.5K +926 +31%
TCA
734
Transcend Capital Advisors
New Jersey
$338K +$25.6K +298 +8%
B
735
Bedminster
South Carolina
$337K +$335K +3,897 New
EF
736
Evanson Financial
Virginia
$331K +$329K +3,830 New
FFA
737
Florida Financial Advisors
Florida
$331K -$175K -2,033 -35%
WW
738
Westshore Wealth
California
$331K -$164K -1,907 -33%
CFS
739
Commonwealth Financial Services
West Virginia
$330K -$53.1K -618 -14%
CC
740
Chicago Capital
Illinois
$328K – – –
UB
741
UMB Bank
Missouri
$328K – – –
FWP
742
Flatrock Wealth Partners
California
$327K -$237K -2,756 -42%
SW
743
SteelPeak Wealth
California
$327K -$143K -1,664 -31%
AA
744
Advisory Alpha
Michigan
$327K -$173K -2,016 -35%
MSG
745
Main Street Group
Virginia
$326K – – –
C
746
Certuity
Florida
$325K +$81.1K +944 +34%
CIA
747
Capital Investment Advisors
Georgia
$324K -$15K -175 -4%
SG
748
StoneX Group
New York
$324K -$543K -6,321 -63%
SP
749
Sequent Planning
Nebraska
$322K -$9.7K -113 -3%
AC
750
AlphaCore Capital
California
$321K +$38K +442 +14%
28 29
30
31 32