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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
726
Tranquilli Financial Advisor
New Jersey
$765K +$447K +4,860 +125%
AGA
727
Arkos Global Advisors
Texas
$760K -$84.7K -920 -10%
ONB
728
Old National Bancorp
Indiana
$759K -$29.4K -319 -4%
RSWM
729
Robertson Stephens Wealth Management
California
$756K -$1.21M -13,144 -60%
CFS
730
Commonwealth Financial Services
West Virginia
$747K +$257K +2,796 +49%
GHAM
731
Gilman Hill Asset Management
Connecticut
$742K -$403K -4,375 -34%
PIMG
732
Patriot Investment Management Group
Tennessee
$739K – – –
AW
733
Alteri Wealth
California
$737K +$777K +8,439 New
BF
734
BOK Financial
Oklahoma
$736K -$141K -1,528 -15%
MWM
735
Modera Wealth Management
New Jersey
$736K +$78.2K +850 +11%
JFGIW
736
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$736K +$221K +2,396 +40%
IIC
737
Integrated Investment Consultants
Michigan
$736K +$501K +5,445 +74%
GWP
738
Gateway Wealth Partners
Wisconsin
$734K +$156K +1,699 +25%
HA
739
Helium Advisors
Washington
$733K +$772K +8,388 New
SAMC
740
Spectrum Asset Management (California)
California
$731K – – –
TWP
741
Tempus Wealth Planning
California
$729K +$81.2K +882 +12%
MOS
742
MGO One Seven
Ohio
$724K -$755K -8,208 -50%
CC
743
Copperleaf Capital
North Carolina
$723K -$161K -1,752 -17%
CTC
744
Central Trust Company
Missouri
$718K -$299K -3,248 -28%
GSIAS
745
Garden State Investment Advisory Services
New Jersey
$713K -$448K -4,871 -37%
CWA
746
Clearview Wealth Advisors
Oregon
$710K -$87.9K -955 -11%
RIA
747
Realta Investment Advisors
Delaware
$708K +$332K +3,605 +80%
CAM
748
Concorde Asset Management
Michigan
$703K +$87.5K +951 +13%
MPW
749
MA Private Wealth
California
$702K +$156K +1,692 +27%
BWMG
750
Barnes Wealth Management Group
California
$702K +$739K +8,033 New
28 29
30
31 32