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iShares 20+ Year Treasury Bond ETF
TLT

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
1176
Guardian Partners
Canada
– -$400K -4,625 Closed
CAWM
1177
Capital Advisors Wealth Management
Washington
– -$384K -4,405 Closed
TF
1178
Theory Financial
Colorado
– -$386K -4,374 Closed
DFA
1179
Davies Financial Advisors
California
– -$379K -4,354 Closed
LA
1180
Lifeworks Advisors
Michigan
– -$371K -4,254 Closed
DWA
1181
Douglass Winthrop Advisors
New York
– -$349K -4,000 Closed
XSC
1182
X-Square Capital
Puerto Rico
– -$349K -4,000 Closed
WMWM
1183
Wilkins Miller Wealth Management
Alabama
– -$347K -3,983 Closed
CWS
1184
Cypress Wealth Services
California
– -$345K -3,955 Closed
WCG
1185
Weaver Consulting Group
California
– -$332K -3,811 Closed
FPCP
1186
Fort Point Capital Partners
California
– -$332K -3,757 Closed
LSA
1187
Lansing Street Advisors
Pennsylvania
– -$325K -3,731 Closed
SFGP
1188
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$312K -3,579 Closed
IPA
1189
Investment Planning Advisors
Georgia
– -$304K -3,485 Closed
ZF
1190
Zhang Financial
Michigan
– -$304K -3,483 Closed
FWP
1191
Firethorn Wealth Partners
Georgia
– -$301K -3,456 Closed
IWMO
1192
Integrated Wealth Management (Ohio)
Ohio
– -$293K -3,367 Closed
E
1193
Entelevest
Florida
– -$265K -3,043 Closed
PW
1194
PUREfi Wealth
Massachusetts
– -$258K -2,955 Closed
RFP
1195
RCS Financial Planning
Maryland
– -$252K -2,895 Closed
FVWA
1196
Foster Victor Wealth Advisors
South Carolina
– -$253K -2,880 Closed
VH
1197
Visionary Horizons
Tennessee
– -$234K -2,679 Closed
CPC
1198
Consolidated Planning Corp
Georgia
– -$231K -2,649 Closed
RFN
1199
RDA Financial Network
Iowa
– -$231K -2,646 Closed
WA
1200
Winter & Associates
Minnesota
– -$229K -2,622 Closed
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48
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