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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
926
Balboa Wealth Partners
Arizona
$265K +$260K +2,916 New
VA
927
VestGen Advisors
Illinois
$265K +$259K +2,907 New
DA
928
Dover Advisors
Virginia
$264K -$69.1K -776 -21%
CWM
929
Cornerstone Wealth Management
Missouri
$262K -$80.7K -907 -24%
AWM
930
Aprio Wealth Management
Georgia
$258K +$253K +2,839 New
CPC
931
Consolidated Planning Corp
Georgia
$257K -$91.5K -1,028 -27%
ACM
932
Avalon Capital Management
California
$257K +$251K +2,823 New
MMCM
933
Murphy & Mullick Capital Management
New York
$256K -$6.14K -69 -2%
LTL
934
Lowery Thomas LLC
California
$255K -$703K -7,896 -74%
PP
935
Pingora Partners
Wyoming
$255K +$116K +1,300 +87%
BCM
936
Bluefin Capital Management
New York
$255K +$249K +2,800 New
TA
937
TruWealth Advisors
Louisiana
$253K -$147K -1,650 -37%
CA
938
Cambridge Associates
Massachusetts
$250K – – –
CCM
939
Cox Capital Management
Massachusetts
$249K +$23.7K +266 +11%
COCM
940
Charter Oak Capital Management
New Hampshire
$249K -$61.1K -686 -20%
SSWM
941
Strait & Sound Wealth Management
California
$249K +$244K +2,736 New
MWM
942
Modera Wealth Management
New Jersey
$248K -$508K -5,710 -68%
NAS
943
NWF Advisory Services
California
$248K -$2.34M -26,311 -91%
BFG
944
Beacon Financial Group
Texas
$246K -$2.73M -30,616 -92%
CC
945
Cadinha & Co
Hawaii
$245K -$54.7K -615 -19%
MWA
946
Medallion Wealth Advisors
Connecticut
$245K -$17.6K -198 -7%
EWA
947
EverSource Wealth Advisors
Alabama
$243K -$4.2M -47,131 -95%
SDH
948
Sloy Dahl & Holst
Washington
$243K +$238K +2,670 New
WCFA
949
Walkner Condon Financial Advisors
Wisconsin
$242K – – –
FFA
950
Florida Financial Advisors
Florida
$241K -$330K -3,710 -58%
36 37
38
39 40