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State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
251
Benedict Financial Advisors
Georgia
$14.3M -$163K -1,785 -1%
AWM
252
AE Wealth Management
Kansas
$14.2M +$6.14M +67,067 +76%
AAS
253
Ameritas Advisory Services
Nebraska
$14M +$4.71M +51,491 +51%
HCM
254
Hilton Capital Management
New York
$13.9M -$6.65M -72,642 -32%
RFA
255
Reyes Financial Architecture
California
$13.8M +$7.37M +80,554 +114%
KBFS
256
Kohmann Bosshard Financial Services
Ohio
$13.8M -$3.46M -37,775 -20%
IPW
257
IronBridge Private Wealth
Texas
$13.8M +$9.48M +103,571 +223%
SPWM
258
Spartan Planning & Wealth Management
North Carolina
$13.7M +$13.3M +145,391 +3,825%
TF
259
Trek Financial
Arizona
$13.6M +$1.44M +15,787 +12%
KAS
260
Kestra Advisory Services
Texas
$13.5M -$2.85M -31,118 -17%
SAS
261
Stelac Advisory Services
New York
$13.4M +$13.3M +145,688 New
TCFP
262
Treasure Coast Financial Planning
Florida
$13.3M +$602K +6,577 +5%
CT
263
Clearstead Trust
Maine
$13.3M -$650K -7,105 -5%
BEI
264
Benjamin Edwards Inc
Missouri
$13.2M +$1.81M +19,726 +16%
EAM
265
Everstar Asset Management
North Carolina
$13.2M +$1.96M +21,383 +17%
CWA
266
Capital Wealth Alliance
Arizona
$13.1M +$1.2M +13,104 +10%
AO
267
Advisor OS
Illinois
$13.1M +$12.9M +140,685 +5,664%
LAM
268
Lifestyle Asset Management
Texas
$13M +$13M +141,794 New
LWM
269
Lionsbridge Wealth Management
Florida
$13M +$13M +141,754 New
VFG
270
Victory Financial Group
Texas
$12.9M +$659K +7,202 +5%
BAM
271
BTS Asset Management
Massachusetts
$12.9M +$12.8M +140,398 New
PWS
272
Precision Wealth Strategies
Missouri
$12.7M +$3.68M +40,266 +41%
ERIC
273
Eagle Rock Investment Company
Georgia
$12.5M +$572K +6,250 +5%
ACM
274
ADAR1 Capital Management
Texas
$12.4M – – –
PC
275
Purewater Capital
Texas
$12.4M +$12.3M +134,912 New
9 10
11
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