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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
951
Summit Financial Wealth Advisors
Louisiana
$203K +$185K +2,050 New
HGERS
952
Householder Group Estate & Retirement Specialist
Arizona
$200K +$361 +4 +0.2%
OSAM
953
O'Shaughnessy Asset Management
Connecticut
$195K +$47.8K +529 +37%
NRC
954
New Republic Capital
North Carolina
$193K +$20.1K +222 +13%
AWM
955
Aspire Wealth Management
Massachusetts
$191K +$361 +4 +0.2%
RCM
956
Raleigh Capital Management
North Carolina
$190K +$5.6K +62 +3%
WTA
957
Washington Trust Advisors
Massachusetts
$184K -$1.26K -14 -0.7%
CT
958
Cambridge Trust
Massachusetts
$182K -$34.6K -383 -17%
HFM
959
Hartford Financial Management
Connecticut
$182K +$77.3K +856 +87%
BFA
960
BBJS Financial Advisors
Washington
$180K -$5.11M -56,592 -97%
MCA
961
Maryland Capital Advisors
Maryland
$175K +$160K +1,772 New
RP
962
Rice Partnership
Hawaii
$174K +$11.3K +125 +8%
TVAMP
963
Tennessee Valley Asset Management Partners
Tennessee
$161K +$147K +1,632 New
AWM
964
Avior Wealth Management
Nebraska
$159K – – –
SWM
965
Sanctuary Wealth Management
Idaho
$159K +$88.1K +975 +155%
HBW
966
Hazlett, Burt & Watson
West Virginia
$156K -$9.31K -103 -6%
LC
967
Lindbrook Capital
California
$154K +$141K +1,555 New
PB
968
Pinnacle Bancorp
Nebraska
$153K – – –
JWA
969
JFS Wealth Advisors
Pennsylvania
$152K +$91.6K +1,014 +195%
AF
970
Arrow Financial
New York
$146K +$104K +1,150 +351%
CIAS
971
Capital Investment Advisory Services
North Carolina
$127K +$92.1K +1,019 +385%
NS
972
NBC Securities
Alabama
$122K +$12.7K +140 +13%
PWMG
973
Provence Wealth Management Group
California
$122K -$2.26K -25 -2%
CIA
974
Cape Investment Advisory
Georgia
$119K +$9.4K +104 +9%
FGAM
975
Financial Gravity Asset Management
Texas
$118K +$108K +1,193 New
37 38
39
40 41