TLT icon

iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
901
Power Wealth Management
Georgia
$345K -$34.9K -379 -9%
RFA
902
Resurgent Financial Advisors
Georgia
$344K -$33K -359 -8%
MG
903
Mather Group
Illinois
$341K +$359K +3,900 New
MA
904
MCF Advisors
Kentucky
$340K – – –
ACM
905
Absolute Capital Management
Pennsylvania
$338K +$828 +9 +0.2%
OAS
906
Optivise Advisory Services
Tennessee
$337K -$16.2K -176 -4%
RBFC
907
Roman Butler Fullerton & Co
Missouri
$337K +$351K +3,815 New
CPC
908
Consolidated Planning Corp
Georgia
$336K -$21.8K -237 -6%
CJ
909
Caitlin John
Michigan
$335K -$29.3K -318 -8%
RPCA
910
Running Point Capital Advisors
California
$335K -$25.9K -281 -7%
HR
911
Howe & Rusling
New York
$333K +$345K +3,745 +5,762%
PWP
912
Pursue Wealth Partners
California
$331K +$349K +3,790 New
CWM
913
Cornerstone Wealth Management
Missouri
$330K +$18.5K +201 +6%
CAS
914
Coppell Advisory Solutions
Texas
$329K +$146K +1,589 +74%
KFS
915
Kaizen Financial Strategies
California
$325K +$40K +435 +13%
NAM
916
NorthCrest Asset Manangement
Minnesota
$323K -$6.63K -72 -2%
RWS
917
Retirement Wealth Solutions
Wisconsin
$323K +$348K +3,776 New
BCA
918
Bay Colony Advisors
Massachusetts
$323K -$1.66M -17,987 -83%
FPL
919
Fortress Private Ledger
North Carolina
$321K +$339K +3,681 New
DA
920
Dover Advisors
Virginia
$321K -$323K -3,506 -49%
LWM
921
Latko Wealth Management
Illinois
$320K +$13.8K +150 +4%
BFA
922
Beacon Financial Advisory
Ohio
$317K -$137K -1,493 -29%
HKIMG
923
Hutchens & Kramer Investment Management Group
Indiana
$316K +$20.2K +220 +6%
JSL
924
JT Stratford LLC
Georgia
$316K -$36.4K -396 -10%
MA
925
Montag & Associates
Georgia
$312K – – –
35 36
37
38 39