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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
726
Cary Street Partners Investment Advisory
Virginia
$726K +$194K +2,152 +41%
TPWA
727
Twin Peaks Wealth Advisors
California
$725K +$662K +7,332 New
WFA
728
WMG Financial Advisors
Tennessee
$721K -$86.3K -955 -12%
MC
729
Moors & Cabot
Massachusetts
$721K +$165K +1,822 +33%
AI
730
AXS Investments
New York
$712K -$524K -5,800 -45%
RBA
731
Richard Bernstein Advisors
New York
$708K -$101K -1,116 -13%
SAA
732
Southeast Asset Advisors
Georgia
$707K – – –
MWM
733
Modera Wealth Management
New Jersey
$704K +$643K +7,117 New
JAWM
734
J. Arnold Wealth Management
Ohio
$699K -$209K -2,318 -25%
AA
735
Ancora Advisors
Ohio
$695K -$966K -10,690 -60%
LPP
736
Life Planning Partners
Florida
$694K +$634K +7,015 New
SF
737
Synovus Financial
Georgia
$691K -$5.62M -62,218 -90%
MFGM
738
Marshall Financial Group (Maryland)
Maryland
$687K +$628K +6,947 New
BW
739
Bison Wealth
Georgia
$687K +$260K +2,883 +71%
ATPW
740
Ashton Thomas Private Wealth
Arizona
$684K +$625K +6,920 New
TA
741
TruWealth Advisors
Louisiana
$682K +$623K +6,897 New
CP
742
Canopy Partners
Ohio
$679K +$621K +6,868 New
CWA
743
Clearview Wealth Advisors
Oregon
$678K +$69.3K +767 +13%
VWWMG
744
Vermillion & White Wealth Management Group
Pennsylvania
$678K +$619K +6,853 New
WI
745
Wintrust Investments
Illinois
$676K -$1.45M -16,044 -70%
BPA
746
Beacon Pointe Advisors
California
$675K +$263K +2,913 +75%
MGIA
747
Moneta Group Investment Advisors
Missouri
$671K +$613K +6,787 New
UAS
748
United Asset Strategies
New York
$670K +$177K +1,964 +41%
BB
749
Burford Brothers
Texas
$664K +$607K +6,720 New
EGA
750
Eagle Global Advisors
Texas
$664K +$21.7K +240 +4%
28 29
30
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