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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
976
Alterna Wealth Management
Texas
$218K -$359K -4,029 -63%
FWA
977
FSC Wealth Advisors
New York
$217K +$62.9K +707 +42%
CCM
978
Crew Capital Management
Ohio
$217K -$32K -360 -13%
LW
979
Lauer Wealth
Indiana
$216K +$213K +2,398 New
RP
980
Rice Partnership
Hawaii
$216K +$31.9K +358 +18%
DACS
981
Dymon Asia Capital (Singapore)
Singapore
$216K +$211K +2,372 New
C
982
Certuity
Florida
$215K +$2.14K +24 +1%
BFS
983
BridgePort Financial Solutions
Iowa
$214K -$1.96K -22 -0.9%
BRIA
984
Balanced Rock Investment Advisors
Massachusetts
$214K -$38.3K -430 -15%
FDW
985
Fourth Dimension Wealth
Ohio
$211K – – –
DAC
986
Dividend Assets Capital
South Carolina
$211K +$206K +2,319 New
EWM
987
Elevatus Welath Management
New York
$211K – – –
TWP
988
Triad Wealth Partners
Kansas
$210K -$2.73M -30,652 -93%
KFG
989
Kingdom Financial Group
Arizona
$210K -$30.8K -346 -13%
FF
990
Farnam Financial
Arizona
$209K +$204K +2,297 New
CA
991
Capital Advantage
California
$209K – – –
OCM
992
Objective Capital Management
Ohio
$209K +$204K +2,293 New
LPT
993
Legacy Private Trust
Wisconsin
$207K -$477K -5,361 -70%
WAM
994
Walker Asset Management
Missouri
$205K +$201K +2,256 New
MCA
995
MSH Capital Advisors
Arizona
$205K +$201K +2,255 New
JBA
996
Johnson Bixby & Associates
Washington
$205K +$200K +2,251 New
CWM
997
Centric Wealth Management
Illinois
$205K +$200K +2,249 New
SIM
998
Seaview Investment Managers
Florida
$204K +$200K +2,246 New
AWM
999
Avaii Wealth Management
Wisconsin
$203K -$77.7K -873 -28%
AO
1000
Advisor OS
Illinois
$203K +$198K +2,227 New
38 39
40
41 42