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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
901
Resurgent Financial Advisors
Georgia
$344K -$33K -359 -8%
MG
902
Mather Group
Illinois
$341K +$359K +3,900 New
MA
903
MCF Advisors
Kentucky
$340K – – –
ACM
904
Absolute Capital Management
Pennsylvania
$338K +$828 +9 +0.2%
OAS
905
Optivise Advisory Services
Tennessee
$337K -$16.2K -176 -4%
RBFC
906
Roman Butler Fullerton & Co
Missouri
$337K +$351K +3,815 New
CPC
907
Consolidated Planning Corp
Georgia
$336K -$21.8K -237 -6%
CJ
908
Caitlin John
Michigan
$335K -$29.3K -318 -8%
RPCA
909
Running Point Capital Advisors
California
$335K -$25.9K -281 -7%
HR
910
Howe & Rusling
New York
$333K +$345K +3,745 +5,762%
PWP
911
Pursue Wealth Partners
California
$331K +$349K +3,790 New
CWM
912
Cornerstone Wealth Management
Missouri
$330K +$18.5K +201 +6%
CAS
913
Coppell Advisory Solutions
Texas
$329K +$146K +1,589 +74%
KFS
914
Kaizen Financial Strategies
California
$325K +$40K +435 +13%
NAM
915
NorthCrest Asset Manangement
Minnesota
$323K -$6.63K -72 -2%
RWS
916
Retirement Wealth Solutions
Wisconsin
$323K +$348K +3,776 New
BCA
917
Bay Colony Advisors
Massachusetts
$323K -$1.66M -17,987 -83%
FPL
918
Fortress Private Ledger
North Carolina
$321K +$339K +3,681 New
DA
919
Dover Advisors
Virginia
$321K -$323K -3,506 -49%
LWM
920
Latko Wealth Management
Illinois
$320K +$13.8K +150 +4%
BFA
921
Beacon Financial Advisory
Ohio
$317K -$137K -1,493 -29%
HKIMG
922
Hutchens & Kramer Investment Management Group
Indiana
$316K +$20.2K +220 +6%
JSL
923
JT Stratford LLC
Georgia
$316K -$36.4K -396 -10%
MA
924
Montag & Associates
Georgia
$312K – – –
TI
925
Tidal Investments
Wisconsin
$311K -$2.96M -32,186 -90%
35 36
37
38 39