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iShares 20+ Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFGM
776
Marshall Financial Group (Maryland)
Maryland
$505K -$151K -1,653 -23%
EWA
777
Etesian Wealth Advisors
Oregon
$504K +$500K +5,492 New
Lido Advisors
778
Lido Advisors
California
$499K +$46.7K +512 +10%
Luther King Capital Management (LKCM)
779
Luther King Capital Management (LKCM)
Texas
$499K
TA
780
TruWealth Advisors
Louisiana
$499K -$453K -4,971 -48%
SFP
781
Shepherd Financial Partners
Massachusetts
$497K -$397K -4,352 -45%
AGA
782
Arkos Global Advisors
Texas
$496K +$493K +5,406 New
APW
783
Aurora Private Wealth
New Jersey
$493K -$68.9K -756 -12%
AL
784
ACAS LLC
California
$492K +$111K +1,213 +31%
SWP
785
Strategic Wealth Partners
Ohio
$490K -$157K -1,725 -24%
PS
786
Principal Securities
Iowa
$489K +$54.9K +603 +13%
WI
787
Wedgewood Investors
Pennsylvania
$481K +$478K +5,241 New
MFG
788
Magnus Financial Group
New York
$478K +$474K +5,205 New
MSFS
789
Main Street Financial Solutions
Pennsylvania
$475K -$283K -3,106 -37%
HIM
790
Hanlon Investment Management
New Jersey
$474K -$2.42M -26,568 -84%
LFAS
791
Level Four Advisory Services
Texas
$468K -$11M -120,372 -96%
GAA
792
Global Assets Advisory
Florida
$464K +$39K +428 +9%
RIA
793
Realta Investment Advisors
Delaware
$459K +$394K +4,326 +636%
WSWA
794
Warren Street Wealth Advisors
California
$459K +$200K +2,200 +79%
FFP
795
Forbes Financial Planning
Rhode Island
$456K +$166K +1,823 +58%
MWS
796
Maxwell Wealth Strategies
California
$450K +$11.3K +124 +3%
TFGT
797
TS Financial Group (TSFG)
Illinois
$445K +$54.7K +600 +14%
EWA
798
EverSource Wealth Advisors
Alabama
$437K +$252K +2,764 +150%
BA
799
Ballast Advisors
Minnesota
$432K +$26K +285 +6%
SWM
800
SeaCrest Wealth Management
New York
$432K +$42.5K +466 +11%