TLT icon

iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
926
Cedar Wealth Management
California
$266K +$260K +2,926 New
BWP
927
Balboa Wealth Partners
Arizona
$265K +$260K +2,916 New
VA
928
VestGen Advisors
Illinois
$265K +$259K +2,907 New
DA
929
Dover Advisors
Virginia
$264K -$69.1K -776 -21%
CWM
930
Cornerstone Wealth Management
Missouri
$262K -$80.7K -907 -24%
AWM
931
Aprio Wealth Management
Georgia
$258K +$253K +2,839 New
CPC
932
Consolidated Planning Corp
Georgia
$257K -$91.5K -1,028 -27%
ACM
933
Avalon Capital Management
California
$257K +$251K +2,823 New
MMCM
934
Murphy & Mullick Capital Management
New York
$256K -$6.14K -69 -2%
LTL
935
Lowery Thomas LLC
California
$255K -$703K -7,896 -74%
PP
936
Pingora Partners
Wyoming
$255K +$116K +1,300 +87%
BCM
937
Bluefin Capital Management
New York
$255K +$249K +2,800 New
TA
938
TruWealth Advisors
Louisiana
$253K -$147K -1,650 -37%
CA
939
Cambridge Associates
Massachusetts
$250K – – –
CCM
940
Cox Capital Management
Massachusetts
$249K +$23.7K +266 +11%
COCM
941
Charter Oak Capital Management
New Hampshire
$249K -$61.1K -686 -20%
SSWM
942
Strait & Sound Wealth Management
California
$249K +$244K +2,736 New
MWM
943
Modera Wealth Management
New Jersey
$248K -$508K -5,710 -68%
NAS
944
NWF Advisory Services
California
$248K -$2.34M -26,311 -91%
BFG
945
Beacon Financial Group
Texas
$246K -$2.73M -30,616 -92%
CC
946
Cadinha & Co
Hawaii
$245K -$54.7K -615 -19%
MWA
947
Medallion Wealth Advisors
Connecticut
$245K -$17.6K -198 -7%
EWA
948
EverSource Wealth Advisors
Alabama
$243K -$4.2M -47,131 -95%
SDH
949
Sloy Dahl & Holst
Washington
$243K +$238K +2,670 New
WCFA
950
Walkner Condon Financial Advisors
Wisconsin
$242K – – –
36 37
38
39 40