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iShares 20+ Year Treasury Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
151
Clear Harbor Asset Management
Connecticut
$450K +$10K +90 +2%
CIM
152
Confluence Investment Management
Missouri
$421K -$38.5K -345 -9%
TFA
153
Transamerica Financial Advisors
Florida
$417K +$409K +3,669 +183,450%
IAA
154
Ironsides Asset Advisors
North Carolina
$401K +$394K +3,529 New
WA
155
WFG Advisors
Texas
$393K +$305K +2,736 +377%
AT
156
Arden Trust
Delaware
$369K -$9.37K -84 -3%
UR
157
USCA RIA
Texas
$359K +$353K +3,165 New
CAN
158
Cetera Advisor Networks
California
$358K +$132K +1,182 +60%
NPC
159
National Planning Corporation
California
$353K +$347K +3,112 New
LOCC
160
Lombard Odier & Cie (Canada)
Quebec, Canada
$341K +$335K +3,000 New
IPC
161
Independent Portfolio Consultants
Florida
$337K -$70.8K -635 -18%
SC
162
SouthState Corp
Florida
$331K
GAM
163
Gould Asset Management
California
$329K -$4.46K -40 -1%
BAS
164
Brown Advisory Securities
Maryland
$323K
KFS
165
KMS Financial Services
Washington
$310K -$100K -900 -25%
SWA
166
SFMG Wealth Advisors
Texas
$303K
DAS
167
Dynamic Advisor Solutions
Arizona
$286K -$67.7K -607 -19%
HW
168
Hancock Whitney
Mississippi
$274K +$270K +2,416 New
NI
169
Numeric Investors
Massachusetts
$272K +$268K +2,400 New
HighTower Advisors
170
HighTower Advisors
Illinois
$268K +$263K +2,359 New
Truist Financial
171
Truist Financial
North Carolina
$253K +$248K +2,225 New
SCM
172
Shelton Capital Management
Colorado
$244K -$6.58K -59 -3%
PFS
173
Prospera Financial Services
Texas
$228K -$11.8K -106 -5%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$227K -$134K -1,200 -37%
Creative Planning
175
Creative Planning
Kansas
$219K +$81.5K +731 +61%