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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
826
Patriot Financial Group Insurance Agency
Massachusetts
– -$762K -7,437 Closed
NFP
827
Narus Financial Partners
Utah
– -$692K -6,752 Closed
BOC
828
Bull Oak Capital
California
– -$617K -6,020 Closed
SW
829
SVB Wealth
Massachusetts
– -$600K -5,862 Closed
ML
830
McAdam LLC
Pennsylvania
– -$553K -5,399 Closed
OIS
831
Okabena Investment Services
Minnesota
– -$542K -5,287 Closed
BCM
832
Brasada Capital Management
Texas
– -$512K -5,000 Closed
ACI
833
Alpha Cubed Investments
California
– -$497K -4,850 Closed
GG
834
Gofen & Glossberg
Illinois
– -$474K -4,631 Closed
ATC
835
Argent Trust Co
Tennessee
– -$463K -4,520 Closed
BCA
836
Bay Colony Advisors
Massachusetts
– -$401K -3,917 Closed
AT
837
American Trust
Kentucky
– -$398K -3,887 Closed
LF
838
Lee Financial
Texas
– -$370K -3,612 Closed
DWM
839
Dakota Wealth Management
Florida
– -$365K -3,561 Closed
MS
840
Maven Securities
Jersey
– -$358K -3,494 Closed
RW
841
Rede Wealth
Virginia
– -$349K -3,409 Closed
ETIA
842
Epic Trust Investment Advisors
Washington
– -$328K -3,200 Closed
WWM
843
Western Wealth Management
Colorado
– -$326K -3,172 Closed
EIA
844
Eldridge Investment Advisors
New Hampshire
– -$307K -3,000 Closed
SWP
845
Summit Wealth Partners
Florida
– -$305K -2,980 Closed
WIA
846
World Investment Advisors
California
– -$304K -2,964 Closed
PA
847
PFG Advisors
Arizona
– -$297K -2,896 Closed
BFA
848
BMS Financial Advisors
South Dakota
– -$285K -2,784 Closed
SHWM
849
Silicon Hills Wealth Management
Texas
– -$276K -2,693 Closed
CM
850
Columbus Macro
Pennsylvania
– -$274K -2,675 Closed
32 33
34
35 36