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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
926
Walkner Condon Financial Advisors
Wisconsin
$225K – – –
WFA
927
WMG Financial Advisors
Tennessee
$224K -$135K -1,511 -37%
PB
928
Pinnacle Bancorp
Nebraska
$224K -$88.6K -991 -28%
PTC
929
Philadelphia Trust Company
Pennsylvania
$223K +$229K +2,559 New
QWM
930
QP Wealth Management
New Jersey
$223K +$229K +2,557 New
XF
931
XML Financial
Maryland
$223K +$229K +2,556 New
RG
932
Rathbones Group
United Kingdom
$222K -$105K -1,170 -31%
MGIA
933
Moneta Group Investment Advisors
Missouri
$222K -$82.1K -918 -27%
MCM
934
Morton Capital Management
California
$221K +$227K +2,535 New
FA
935
Fortis Advisors
Pennsylvania
$219K +$225K +2,511 New
DP
936
Dearborn Partners
Illinois
$218K – – –
MFGM
937
Marshall Financial Group (Maryland)
Maryland
$217K +$20.4K +228 +10%
JIP
938
Jaffetilchin Investment Partners
Florida
$217K +$3.13K +35 +1%
JBA
939
Johnson Bixby & Associates
Washington
$217K – – –
CWM
940
Centric Wealth Management
Illinois
$216K -$715 -8 -0.3%
TIA
941
Tiemann Investment Advisors
California
$216K -$4.47K -50 -2%
TC
942
T3 Companies
New York
$214K +$219K +2,450 New
VWM
943
Venturi Wealth Management
Texas
$213K -$9.48K -106 -4%
IGAM
944
iA Global Asset Management
Quebec, Canada
$212K +$3.22K +36 +2%
DTC
945
Davidson Trust Company
Washington
$212K +$217K +2,430 New
SCM
946
Shelton Capital Management
Colorado
$209K -$6.26K -70 -3%
CIM
947
Confluence Investment Management
Missouri
$209K -$2.73M -30,543 -93%
HIP
948
HUB Investment Partners
Texas
$206K +$186K +2,085 +745%
LMFP
949
Larry Mathis Financial Planning
Arizona
$206K +$211K +2,363 New
APW
950
Austin Private Wealth
Texas
$204K -$300K -3,352 -59%
36 37
38
39 40