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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIC
1176
Bedell Frazier Investment Counselling
California
– -$732K -8,252 Closed
AWA
1177
Authentikos Wealth Advisory
California
– -$683K -7,695 Closed
CFA
1178
Capstone Financial Advisors
Illinois
– -$680K -7,663 Closed
BFP
1179
Briaud Financial Planning
Texas
– -$660K -7,448 Closed
PPP
1180
Private Portfolio Partners
New Jersey
– -$659K -7,425 Closed
OAM
1181
Occidental Asset Management
California
– -$575K -6,482 Closed
WHCI
1182
W.H. Cornerstone Investments
Massachusetts
– -$571K -6,438 Closed
LPT
1183
Legacy Private Trust
Wisconsin
– -$547K -6,172 Closed
QAM
1184
Q3 Asset Management
Michigan
– -$515K -5,807 Closed
HHGC
1185
Hunting Hill Global Capital
New York
– -$523K -5,792 Closed
RIS
1186
Retirement Income Solutions
Michigan
– -$513K -5,783 Closed
TPW
1187
Transatlantique Private Wealth
New York
– -$496K -5,591 Closed
RTL
1188
Red Tortoise LLC
Georgia
– -$474K -5,340 Closed
TLFA
1189
True Link Financial Advisors
California
– -$471K -5,313 Closed
IIA
1190
IPG Investment Advisors
California
– -$455K -5,125 Closed
HW
1191
Hancock Whitney
Mississippi
– -$414K -4,667 Closed
WAG
1192
Wallace Advisory Group
California
– -$478K -4,646 Closed
HWM
1193
HB Wealth Management
Georgia
– -$404K -4,554 Closed
CAIMH
1194
Central Asset Investments & Management Holdings
Hong Kong
– -$399K -4,500 Closed
B
1195
Bellecapital
Switzerland
– -$396K -4,464 Closed
TI
1196
Truepoint Inc
Ohio
– -$394K -4,437 Closed
TCM
1197
Triumph Capital Management
Colorado
– -$355K -4,006 Closed
SW
1198
SVB Wealth
Massachusetts
– -$336K -3,793 Closed
HW
1199
Hamilton Wealth
California
– -$325K -3,665 Closed
IFAM
1200
Institutional & Family Asset Management
Colorado
– -$314K -3,537 Closed
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48
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