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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
776
Guardian Partners
Canada
$274K +$273K +3,175 New
HBS
777
Howard Bailey Securities
Indiana
$271K +$63.5K +740 +31%
SWM
778
Steelhead Wealth Management
Virginia
$271K -$64.1K -747 -19%
FWM
779
Fonville Wealth Management
Virginia
$270K -$1.29K -15 -0.5%
BMCM
780
Bryn Mawr Capital Management
Pennsylvania
$269K -$6.61K -77 -2%
RSWM
781
Robertson Stephens Wealth Management
California
$267K +$265K +3,089 New
LWMI
782
Legacy Wealth Management (Idaho)
Idaho
$267K +$104K +1,215 +65%
TF
783
Tandem Financial
Colorado
$267K -$5.67K -66 -2%
CIA
784
Compass Ion Advisors
Pennsylvania
$266K +$859 +10 +0.3%
MFG
785
Magnus Financial Group
New York
$261K +$14.9K +173 +6%
NWA
786
Navis Wealth Advisors
New York
$259K – – –
FF
787
Friedenthal Financial
New Jersey
$259K +$2.66K +31 +1%
MWM
788
McNaughton Wealth Management
California
$258K +$256K +2,987 New
RWM
789
Refined Wealth Management
Utah
$257K -$63.2K -736 -20%
FPL
790
Fortress Private Ledger
North Carolina
$257K +$5.15K +60 +2%
SCM
791
Shelton Capital Management
Colorado
$255K -$229K -2,662 -47%
Q1WB
792
Quest 10 Wealth Builders
Virginia
$255K +$57.5K +670 +29%
GSWM
793
Golden State Wealth Management
California
$254K -$30.1K -351 -11%
TPWA
794
Twin Peaks Wealth Advisors
California
$253K +$150K +1,748 +148%
IWM
795
IMG Wealth Management
Florida
$250K – – –
MW
796
Maia Wealth
Colorado
$249K -$100K -1,168 -29%
GWM
797
GK Wealth Management
Nevada
$249K +$247K +2,877 New
AAS
798
Annex Advisory Services
Wisconsin
$248K -$125K -1,456 -34%
OA
799
Oxbow Advisors
Texas
$247K – – –
BB
800
Busey Bank
Illinois
$245K – – –
30 31
32
33 34