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State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Peak Asset Management
26
Peak Asset Management
Colorado
USD 22.3 M +USD 1.41 M +14,202 +7%
Kera Capital Partners
27
Kera Capital Partners
California
USD 22.2 M -USD 4.15 M -41,789 -16%
Integrated Wealth Concepts
28
Integrated Wealth Concepts
Massachusetts
USD 22 M +USD 840 k +8,458 +4%
AlphaCore Capital
29
AlphaCore Capital
California
USD 21.3 M -USD 371 k -3,734 -2%
Cerity Partners
30
Cerity Partners
New York
USD 21.1 M -USD 2.94 M -29,584 -12%
HFW
31
Horizon Family Wealth
Illinois
USD 20.9 M +USD 3.55 M +35,785 +21%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
USD 19.6 M +USD 7.91 M +79,649 +68%
HighPoint Advisor Group
33
HighPoint Advisor Group
Illinois
USD 19.3 M +USD 2.05 M +20,677 +12%
NewEdge Advisors
34
NewEdge Advisors
Louisiana
USD 18.4 M -USD 12.5 M -126,349 -41%
CWA Asset Management Group
35
CWA Asset Management Group
Florida
USD 18.4 M -USD 526 k -5,298 -3%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
USD 18 M +USD 5.04 M +50,798 +39%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
USD 16.8 M -USD 1.21 M -12,205 -7%
BWM
38
Birchcreek Wealth Management
Ohio
USD 16.2 M +USD 356 k +3,584 +2%
Pacific Sage Partners
39
Pacific Sage Partners
Washington
USD 15.7 M +USD 429 k +4,317 +3%
MWM
40
MOKAN Wealth Management
Kansas
USD 14.5 M +USD 1.01 M +10,190 +8%
TCFP
41
Treasure Coast Financial Planning
Florida
USD 14.2 M +USD 190 k +1,912 +1%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
USD 13.9 M -USD 4.45 M -44,855 -24%
DFC
43
DBK Financial Counsel
Ohio
USD 13.1 M -USD 3.98 M -40,050 -23%
PA
44
Promethium Advisors
Maryland
USD 13.1 M -USD 947 k -9,539 -7%
DWA
45
Delos Wealth Advisors
Texas
USD 12.6 M +USD 77.5 k +781 +0.6%
Equitable Holdings
46
Equitable Holdings
New York
USD 11.9 M -USD 3.9 M -39,258 -25%
Ameritas Advisory Services
47
Ameritas Advisory Services
Nebraska
USD 11.3 M +USD 3.26 M +32,815 +40%
Partners Capital Investment Group
48
Partners Capital Investment Group
Massachusetts
USD 11.2 M -USD 601 k -6,053 -5%
LaSalle St. Investment Advisors
49
LaSalle St. Investment Advisors
Illinois
USD 11.2 M -USD 50.3 k -507 -0.4%
Fortis Group Advisors
50
Fortis Group Advisors
New Jersey
USD 10.9 M +USD 4.6 M +46,320 +73%
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