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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
751
Ehrlich Financial Group
California
$661K +$604K +6,690 New
CAP
752
Columbia Advisory Partners
Washington
$661K +$604K +6,689 New
BIG
753
Bush Investment Group
Georgia
$654K +$621K +6,878 New
MAM
754
MMA Asset Management
Pennsylvania
$652K -$27.9K -309 -4%
SPI
755
Sutton Place Investors
New York
$649K +$77.1K +853 +15%
HWM
756
Heirloom Wealth Management
Colorado
$646K -$12.5M -138,178 -95%
HWM
757
HighMark Wealth Management
Minnesota
$645K +$590K +6,528 New
CSC
758
Caldwell Sutter Capital
California
$643K +$102K +1,129 +21%
AFG
759
Atomi Financial Group
New York
$641K +$586K +6,485 New
BA
760
Ballast Advisors
Minnesota
$640K -$508K -5,617 -46%
CPRC
761
Consolidated Portfolio Review Corp
New York
$636K +$4.7K +52 +0.8%
AWS
762
Aspen Wealth Strategies
Colorado
$631K +$577K +6,384 New
SS
763
Simplicity Solutions
Minnesota
$622K -$95.1K -1,052 -14%
OP
764
ORG Partners
Indiana
$618K +$142K +1,571 +34%
TIM
765
Tortoise Investment Management
New York
$616K -$206K -2,275 -27%
AAG
766
Armstrong Advisory Group
Massachusetts
$614K +$561K +6,211 New
FFS
767
Founders Financial Securities
Maryland
$614K +$258K +2,853 +85%
LIA
768
LifePlan Investment Advisors
North Carolina
$613K +$81.6K +903 +17%
TFA
769
Tranquilli Financial Advisor
New Jersey
$611K +$559K +6,183 New
C1AG
770
Client 1st Advisory Group
Florida
$610K -$8.77K -97 -2%
APW
771
Aurora Private Wealth
New Jersey
$609K +$556K +6,157 New
KJHP
772
K.J. Harrison & Partners
Ontario, Canada
$606K +$554K +6,130 New
SC
773
Shay Capital
New York
$603K -$22.6K -250 -4%
FA
774
Forefront Analytics
Pennsylvania
$603K +$5.96K +66 +1%
CAS
775
Coppell Advisory Solutions
Texas
$601K +$507K +5,612 +1,197%
29 30
31
32 33