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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
926
Ballast Advisors
Minnesota
$352K -$108K -1,118 -24%
CWM
927
Cornerstone Wealth Management
Missouri
$351K +$345K +3,581 New
WWP
928
WR Wealth Planners
Missouri
$351K +$4.53K +47 +1%
MA
929
Montag & Associates
Georgia
$350K – – –
OCPWS
930
One Charles Private Wealth Services
Massachusetts
$347K -$1.15M -11,912 -77%
LWM
931
Latko Wealth Management
Illinois
$344K +$338K +3,509 New
SFWA
932
Summit Financial Wealth Advisors
Louisiana
$343K – – –
CCG
933
Coastwise Capital Group
California
$342K +$18K +187 +6%
RB
934
Renasant Bank
Mississippi
$340K – – –
BCV
935
Banque Cantonale Vaudoise
Switzerland
$336K +$2.12K +22 +0.6%
HKIMG
936
Hutchens & Kramer Investment Management Group
Indiana
$335K +$40.8K +423 +14%
WFA
937
WMG Financial Advisors
Tennessee
$335K -$123K -1,277 -27%
LNWWM
938
Laird Norton Wetherby Wealth Management
California
$330K +$54.6K +566 +20%
SAG
939
SageView Advisory Group
California
$325K +$319K +3,309 New
CC
940
Cadinha & Co
Hawaii
$325K -$8.87K -92 -3%
KFS
941
Kaizen Financial Strategies
California
$323K +$317K +3,292 New
PIA
942
Pinion Investment Advisors
Kansas
$323K +$317K +3,290 New
ICM
943
Islay Capital Management
Texas
$320K – – –
FF
944
Farnam Financial
Arizona
$319K +$313K +3,247 New
JIP
945
Jaffetilchin Investment Partners
Florida
$315K -$675 -7 -0.2%
CAMG
946
CWA Asset Management Group
Florida
$314K +$309K +3,200 New
JWCA
947
J.W. Cole Advisors
Florida
$309K -$98.2K -1,018 -24%
FCP
948
Fidelis Capital Partners
Florida
$309K +$323K +3,354 New
LSA
949
Lansing Street Advisors
Pennsylvania
$307K +$1.54K +16 +0.5%
GCA
950
Genesee Capital Advisors
New York
$307K +$2.51K +26 +0.8%
36 37
38
39 40