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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
801
Howe & Rusling
New York
$330K -$50.6K -575 -13%
CC
802
Chicago Capital
Illinois
$329K – – –
UB
803
UMB Bank
Missouri
$329K – – –
BOSSRA
804
B.O.S.S. Retirement Advisors
Utah
$328K -$81.1K -922 -20%
MSG
805
Main Street Group
Virginia
$327K +$87K +990 +36%
SGI
806
Summit Global Investments
Utah
$326K -$102K -1,161 -24%
MWM
807
Maripau Wealth Management
Indiana
$323K -$32.2K -366 -9%
RWM
808
Refined Wealth Management
Utah
$322K -$4.77M -54,294 -94%
VIPI
809
Vista Investment Partners II
Indiana
$321K -$72K -819 -18%
CWM
810
Cornerstone Wealth Management
Missouri
$317K -$10.4K -118 -3%
TCA
811
Transcend Capital Advisors
New Jersey
$313K -$117K -1,329 -27%
FWI
812
Facet Wealth Inc
Maryland
$312K +$317K +3,603 New
CPA
813
Cardiff Park Advisors
California
$311K +$2.2K +25 +0.7%
WWM
814
Walser Wealth Management
Florida
$310K -$384K -4,372 -55%
AAM
815
Advisors Asset Management
Colorado
$308K -$183K -2,084 -37%
WRPWM
816
Werba Rubin Papier Wealth Management
California
$307K -$95.9K -1,091 -24%
PCP
817
Proficio Capital Partners
Massachusetts
$305K – – –
CCM
818
Cox Capital Management
Massachusetts
$305K +$20.8K +237 +7%
NFSG
819
Newbridge Financial Services Group
Florida
$304K +$37.4K +425 +14%
CS
820
Cannell & Spears
New York
$304K – – –
SIA
821
SGL Investment Advisors
Montana
$301K +$56.8K +646 +23%
BFG
822
Berger Financial Group
Minnesota
$298K -$27.9K -317 -8%
SIS
823
Sound Income Strategies
Florida
$295K +$141K +1,603 +88%
MCM
824
Mendel Capital Management
Arkansas
$292K +$296K +3,372 New
EAP
825
Elevation Advisory Partners
Florida
$288K +$289K +3,285 New
31 32
33
34 35