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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
926
Tidal Investments
Wisconsin
$311K -$2.96M -32,186 -90%
RPGK
927
Retirement Planning Group (Kansas)
Kansas
$310K +$326K +3,545 New
CCG
928
Coastwise Capital Group
California
$309K +$4.23K +46 +1%
SFWA
929
Summit Financial Wealth Advisors
Louisiana
$309K – – –
RCA
930
Ranch Capital Advisors
Florida
$308K -$381K -4,143 -54%
WFA
931
Wells Financial Advisors
Massachusetts
$307K +$153K +1,663 +90%
VFPW
932
Vantage Financial Partners (Wisconsin)
Wisconsin
$307K -$4.3M -46,754 -93%
CS
933
Cannell & Spears
New York
$307K +$323K +3,510 New
PB
934
Pinnacle Bancorp
Nebraska
$306K +$38.9K +423 +14%
IP
935
Intellectus Partners
California
$302K +$318K +3,458 New
GC
936
Guidance Capital
Kentucky
$301K -$486K -5,278 -60%
COCM
937
Charter Oak Capital Management
New Hampshire
$299K -$71.8K -780 -19%
MWM
938
Mascagni Wealth Management
Mississippi
$298K +$301K +3,273 New
EMAM
939
Encompass More Asset Management
California
$298K +$314K +3,411 New
MWS
940
Maxwell Wealth Strategies
California
$297K +$26K +282 +9%
ICM
941
Islay Capital Management
Texas
$296K +$11.6K +126 +4%
MWA
942
Merkkuri Wealth Advisors
New York
$296K +$53.2K +578 +21%
O3W
943
Omni 360 Wealth
New Jersey
$294K -$28.6K -311 -8%
IWM
944
Iams Wealth Management
Nebraska
$294K +$310K +3,363 New
FA
945
Fiduciary Alliance
South Carolina
$292K +$308K +3,342 New
CC
946
Cadinha & Co
Hawaii
$289K – – –
MCCA
947
Mill Creek Capital Advisors
Pennsylvania
$288K -$414K -4,499 -58%
JIP
948
Jaffetilchin Investment Partners
Florida
$286K +$5.8K +63 +2%
LCWM
949
Legacy Capital Wealth Management
Texas
$284K +$299K +3,251 New
CWL
950
Causey Wealth LLC
Colorado
$282K +$297K +3,231 New
36 37
38
39 40