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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
OLVIG
976
Oliver Lagore Vanvalin Investment Group
Michigan
$248K +$3.4K +37 +1%
RW
977
Ridgeline Wealth
Arizona
$247K +$261K +2,831 New
MFG
978
Magnus Financial Group
New York
$247K -$554K -6,019 -68%
Q1WB
979
Quest 10 Wealth Builders
Virginia
$247K +$260K +2,825 New
WANY
980
Wealthspire Advisors (New York)
New York
$245K +$259K +2,810 New
BA
981
Ballast Advisors
Minnesota
$245K -$71.7K -779 -22%
SFO
982
Stokes Family Office
Louisiana
$245K -$145K -1,573 -36%
JWCA
983
J.W. Cole Advisors
Florida
$245K -$32.2K -350 -11%
BRIA
984
Balanced Rock Investment Advisors
Massachusetts
$243K +$256K +2,778 New
VC
985
Vicus Capital
Pennsylvania
$242K -$830K -9,016 -76%
CA
986
Cambridge Associates
Massachusetts
$240K -$7.43M -80,693 -97%
NWM
987
Napa Wealth Management
California
$240K +$253K +2,747 New
BJL
988
Brighton Jones LLC
Washington
$240K +$55.3K +601 +28%
CCM
989
Crew Capital Management
Ohio
$240K -$5.69M -61,789 -96%
FCBT
990
First Citizens Bank & Trust
North Carolina
$238K +$61.3K +666 +32%
XF
991
XML Financial
Maryland
$235K +$92 +1 +0%
IAG
992
Ipsen Advisor Group
Arkansas
$234K +$247K +2,679 New
SIS
993
Sound Income Strategies
Florida
$233K +$53.8K +584 +28%
WCFA
994
Walkner Condon Financial Advisors
Wisconsin
$232K -$3.04K -33 -1%
KFG
995
Kingdom Financial Group
Arizona
$231K -$36.3K -394 -13%
AIS
996
American Investment Services
Massachusetts
$231K +$33.9K +368 +16%
LSAG
997
Lake Street Advisors Group
New Hampshire
$230K +$243K +2,638 New
CCG
998
Catalina Capital Group
California
$228K +$24.8K +269 +11%
WT
999
Whittier Trust
California
$227K – – –
PM
1000
Penbrook Management
New York
$227K -$9.2K -100 -4%
38 39
40
41 42