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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
901
Warberg Asset Management
Illinois
$217K +$220K +2,500 New
IG
902
IFS Group
Pennsylvania
$216K +$219K +2,493 New
TIA
903
Tiemann Investment Advisors
California
$215K – – –
MFGM
904
Marshall Financial Group (Maryland)
Maryland
$214K -$1.76K -20 -0.8%
JWBC
905
John W. Brooker & Co
California
$214K +$217K +2,466 New
OFS
906
OneAscent Financial Services
Alabama
$214K +$217K +2,464 New
DWM
907
DecisionMap Wealth Management
Virginia
$213K -$16.7K -190 -7%
SIS
908
Strategic Investment Solutions
Illinois
$212K +$34.1K +388 +19%
HI
909
Hudock Inc
Pennsylvania
$208K -$39.6K -451 -16%
IGAM
910
iA Global Asset Management
Quebec, Canada
$208K -$3.17K -36 -1%
HBS
911
Howard Bailey Securities
Indiana
$208K -$254K -2,893 -55%
VCA
912
Verdence Capital Advisors
Maryland
$203K +$206K +2,346 New
RWM
913
Ritholtz Wealth Management
New York
$203K +$206K +2,343 New
SFG
914
Sovereign Financial Group
Connecticut
$201K +$615 +7 +0.3%
JIC
915
Johnson Investment Counsel
Ohio
$201K +$204K +2,315 New
OCM
916
One Capital Management
California
$200K -$571K -6,495 -74%
Q1WB
917
Quest 10 Wealth Builders
Virginia
$197K -$1.93K -22 -1%
MFA
918
Morling Financial Advisors
California
$186K -$91.8K -1,044 -33%
PK
919
Pflug Koory
Nebraska
$183K – – –
CB
920
Centennial Bank
Arkansas
$182K +$185K +2,100 New
MAS
921
MPWM Advisory Solutions
Georgia
$177K +$1.23K +14 +0.7%
PP
922
Pingora Partners
Wyoming
$173K – – –
BTI
923
Blue Trust Inc
Georgia
$164K -$6.24K -71 -4%
GWP
924
Gen-Wealth Partners
Michigan
$163K +$9.67K +110 +6%
LWMI
925
Legacy Wealth Management (Idaho)
Idaho
$162K +$161K +1,832 +4,697%
35 36
37
38 39