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iShares 20+ Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
851
Synovus Financial
Georgia
$379K -$538K -6,040 -59%
CCG
852
Coastwise Capital Group
California
$379K +$55.3K +621 +18%
CWM
853
Congress Wealth Management
Massachusetts
$376K +$368K +4,138 New
RIL
854
Rothschild Investment LLC
Illinois
$374K -$58.9K -662 -14%
VWM
855
Venturi Wealth Management
Texas
$369K -$16.5M -185,700 -98%
EGA
856
Eagle Global Advisors
Texas
$368K -$30.3K -340 -8%
CFA
857
Cahill Financial Advisors
Minnesota
$367K -$3.12M -35,069 -90%
FPW
858
Fairvoy Private Wealth
Alabama
$365K +$75K +843 +27%
WAM
859
Wolverine Asset Management
Illinois
$364K +$285K +3,200 +400%
GVCM
860
Global View Capital Management
Wisconsin
$364K -$2.94K -33 -0.8%
RPCA
861
Running Point Capital Advisors
California
$360K +$11.1K +125 +3%
UBP
862
Union Bancaire Privee
Switzerland
$360K
CFS
863
Coordinated Financial Services
Colorado
$359K -$36.1K -405 -9%
HR
864
Howe & Rusling
New York
$356K +$8.9K +100 +3%
MA
865
MCF Advisors
Kentucky
$354K
SW
866
SteelPeak Wealth
California
$354K -$6.13M -68,863 -95%
WEG
867
World Equity Group
Illinois
$351K +$124K +1,392 +57%
DFP
868
Defined Financial Planning
California
$347K +$338K +3,797 New
SG
869
StoneX Group
New York
$345K +$55.9K +628 +20%
SAM
870
Strategy Asset Managers
California
$344K -$156K -1,755 -32%
KFS
871
Kelly Financial Services
Massachusetts
$338K -$6.3M -70,748 -95%
RCA
872
Ranch Capital Advisors
Florida
$337K +$15.9K +179 +5%
NAM
873
NorthCrest Asset Manangement
Minnesota
$337K
KA
874
Kovack Advisors
Florida
$337K -$279K -3,138 -46%
AWM
875
Able Wealth Management
New Jersey
$336K +$69K +775 +27%