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iShares 20+ Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
901
Vantage Financial Partners (Wisconsin)
Wisconsin
$295K -$25.2K -283 -8%
FHC
902
First Heartland Consultants
Missouri
$294K -$982K -11,033 -77%
NWM
903
Napa Wealth Management
California
$290K +$39.4K +443 +16%
WWM
904
Western Wealth Management
Colorado
$289K -$2.1M -23,585 -88%
MWM
905
McNaughton Wealth Management
California
$289K +$282K +3,172 New
PWM
906
Partners Wealth Management
California
$288K
HCA
907
Harbor Capital Advisors
Illinois
$284K -$99.3K -1,116 -26%
O3W
908
Omni 360 Wealth
New Jersey
$283K -$22.9K -257 -8%
SMC
909
Smith, Moore & Co
Missouri
$283K -$97.9K -1,100 -26%
FFG
910
Fortress Financial Group
Minnesota
$282K +$5.61K +63 +2%
IIA
911
IPG Investment Advisors
California
$279K +$273K +3,070 New
AWP
912
Avid Wealth Partners
Texas
$278K -$89.4K -1,004 -25%
MCM
913
Mendel Capital Management
Arkansas
$277K -$15.3K -172 -5%
KWMG
914
King Wealth Management Group
Florida
$277K -$8.19K -92 -3%
MCCA
915
Mill Creek Capital Advisors
Pennsylvania
$274K -$25.8K -290 -9%
SW
916
SkyOak Wealth
Michigan
$273K -$3.29K -37 -1%
CCM
917
Cloud Capital Management
Washington
$273K +$267K +3,001 New
TF
918
Tandem Financial
Colorado
$273K -$12.5K -140 -4%
APA
919
Astoria Portfolio Advisors
New York
$272K +$278K +3,118 New
MLA
920
My Legacy Advisors
Oregon
$272K -$1.17M -13,166 -82%
SFI
921
SPC Financial Inc
Maryland
$271K -$10.3K -116 -4%
CC
922
Copperleaf Capital
North Carolina
$269K -$474K -5,330 -64%
OAM
923
Occidental Asset Management
California
$269K +$263K +2,952 New
HIP
924
HUB Investment Partners
Texas
$268K +$263K +2,949 New
CWM
925
Cedar Wealth Management
California
$266K +$260K +2,926 New