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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
GS
776
GWN Securities
Florida
$423K -$97.5K -1,090 -18%
SFO
777
Stokes Family Office
Louisiana
$420K +$118K +1,318 +38%
BFO
778
Boston Family Office
Massachusetts
$420K +$431K +4,820 New
FFA
779
Fragasso Financial Advisors
Pennsylvania
$420K -$5.54K -62 -1%
BRPW
780
Ballast Rock Private Wealth
South Carolina
$418K +$429K +4,799 New
SI
781
SimpliFi Inc
California
$417K +$105K +1,173 +32%
WFA
782
Websterrogers Financial Advisors
South Carolina
$416K – – –
BWS
783
Buck Wealth Strategies
Colorado
$413K -$148K -1,655 -26%
RIP
784
RAM Investment Partners
Washington
$411K -$8.76K -98 -2%
BOSSRA
785
B.O.S.S. Retirement Advisors
Utah
$410K -$827K -9,248 -66%
SDH
786
Sloy Dahl & Holst
Washington
$406K -$52.8K -590 -11%
KIM
787
Kestra Investment Management
Texas
$406K +$8.94K +100 +2%
CWP
788
Core Wealth Partners
California
$404K -$201K -2,248 -33%
WRPWM
789
Werba Rubin Papier Wealth Management
California
$404K +$9.39K +105 +2%
FFA
790
Florida Financial Advisors
Florida
$404K -$103K -1,152 -20%
BPW
791
Bingham Private Wealth
California
$401K +$412K +4,604 New
DCU
792
Dara Capital US
Florida
$400K +$410K +4,590 New
GP
793
Guardian Partners
Canada
$400K -$566K -6,325 -58%
BMCM
794
Bryn Mawr Capital Management
Pennsylvania
$398K -$31.8K -356 -7%
WAM
795
Wolverine Asset Management
Illinois
$395K – – –
CI
796
CX Institutional
Indiana
$395K +$40.6K +454 +11%
VIPI
797
Vista Investment Partners II
Indiana
$394K +$404K +4,519 New
CWP
798
Cyndeo Wealth Partners
Florida
$394K +$91.8K +1,027 +29%
RPCA
799
Running Point Capital Advisors
California
$391K -$89 -1 -0%
CJ
800
Caitlin John
Michigan
$390K +$180K +2,009 +81%
30 31
32
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