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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
876
ICA Group Wealth Management
Colorado
$293K -$44.2K -485 -13%
KWMG
877
King Wealth Management Group
Florida
$293K -$19K -208 -6%
SC
878
Solstein Capital
California
$292K – – –
SPWG
879
Syntegra Private Wealth Group
Missouri
$291K -$456 -5 -0.2%
SW
880
SkyOak Wealth
Michigan
$290K – – –
FAM
881
Family Asset Management
South Carolina
$290K -$180K -1,979 -38%
HNW
882
High Note Wealth
Minnesota
$289K +$26.2K +287 +10%
MCM
883
Mendel Capital Management
Arkansas
$288K +$286K +3,135 New
LSA
884
Lansing Street Advisors
Pennsylvania
$286K -$44.9K -493 -14%
GCA
885
Genesee Capital Advisors
New York
$285K +$2.46K +27 +0.9%
COCM
886
Charter Oak Capital Management
New Hampshire
$283K -$66.6K -731 -19%
ICM
887
Irenic Capital Management
New York
$275K – – –
RFG
888
Range Financial Group
Oregon
$274K +$17.4K +191 +7%
HKIMG
889
Hutchens & Kramer Investment Management Group
Indiana
$268K +$55.1K +605 +25%
TIA
890
Tiemann Investment Advisors
California
$268K -$6.38K -70 -2%
MAM
891
Madison Asset Management
Wisconsin
$267K – – –
MAM
892
Milestone Asset Management
Pennsylvania
$265K -$961K -10,549 -79%
SRWM
893
Shira Ridge Wealth Management
California
$265K +$263K +2,884 New
MWA
894
Merkkuri Wealth Advisors
New York
$264K +$262K +2,876 New
AA
895
Ancora Advisors
Ohio
$260K -$409K -4,489 -61%
BAM
896
BTS Asset Management
Massachusetts
$259K -$167K -1,829 -39%
LNWWM
897
Laird Norton Wetherby Wealth Management
California
$257K +$24.9K +273 +11%
SCM
898
Saxony Capital Management
Missouri
$256K -$67.3K -739 -21%
BPA
899
Beacon Pointe Advisors
California
$256K -$474K -5,197 -65%
FPAS
900
Focus Partners Advisor Solutions
Missouri
$253K +$251K +2,754 New
34 35
36
37 38