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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
776
National Wealth Management Group
Ohio
$389K -$86.9K -997 -18%
TA
777
TruWealth Advisors
Louisiana
$389K +$142K +1,629 +59%
CWAF
778
Core Wealth Advisors (Florida)
Florida
$388K +$383K +4,393 New
KFS
779
Kelly Financial Services
Massachusetts
$382K +$53.4K +612 +16%
PB
780
Pinnacle Bancorp
Nebraska
$381K – – –
RPCA
781
Running Point Capital Advisors
California
$380K +$30.5K +350 +9%
MWM
782
Mascagni Wealth Management
Mississippi
$380K +$89.8K +1,030 +31%
KIM
783
Kestra Investment Management
Texas
$377K -$17.4K -199 -4%
BPWM
784
BCS Private Wealth Management
New Jersey
$377K +$373K +4,275 New
GSWM
785
Golden State Wealth Management
California
$375K -$184K -2,108 -33%
CFA
786
Cahill Financial Advisors
Minnesota
$371K +$14.7K +169 +4%
SF
787
Synovus Financial
Georgia
$361K -$5.67K -65 -2%
UAG
788
United Advisor Group
Ohio
$361K -$394K -4,516 -52%
EFG
789
Ethos Financial Group
Pennsylvania
$357K -$405K -4,646 -53%
EGA
790
Eagle Global Advisors
Texas
$357K – – –
IP
791
Intellectus Partners
California
$356K +$48.1K +552 +16%
AWE
792
Avidian Wealth Enterprises
Texas
$355K -$101K -1,157 -22%
PTC
793
Private Trust Company
Ohio
$353K -$227K -2,606 -39%
HR
794
Howe & Rusling
New York
$351K +$5.49K +63 +2%
TFP
795
Traction Financial Partners
Wyoming
$350K +$346K +3,964 New
PWPS
796
Pinnacle Wealth Planning Services
Ohio
$346K -$309K -3,542 -47%
TWM
797
TSA Wealth Management
Texas
$343K -$435K -4,985 -56%
CWP
798
Cyndeo Wealth Partners
Florida
$336K -$988K -11,332 -75%
CC
799
Chicago Capital
Illinois
$335K +$331K +3,800 New
UB
800
UMB Bank
Missouri
$335K -$44.9K -515 -12%
30 31
32
33 34