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

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
351
Roberts Wealth Advisors
California
$265K -$41.1K -450 -13%
AF
352
Advisornet Financial
Minnesota
$263K -$22.7K -248 -8%
AAS
353
Avantax Advisory Services
Texas
$262K +$263K +2,872 New
CA
354
Claro Advisors
Massachusetts
$256K – – –
MC
355
Moors & Cabot
Massachusetts
$256K +$13.9K +152 +6%
KFS
356
Kelly Financial Services
Massachusetts
$255K -$10.3K -113 -4%
QA
357
Quantitative Advantage
Minnesota
$252K +$252K +2,760 New
NAS
358
Nicolet Advisory Services
Wisconsin
$250K +$250K +2,733 New
NFG
359
Nations Financial Group
Iowa
$247K -$146K -1,600 -37%
WLIM
360
White Lighthouse Investment Management
Massachusetts
$247K – – –
RI
361
Rinkey Investments
California
$239K -$164K -1,791 -41%
RCAG
362
Rehmann Capital Advisory Group
Michigan
$238K +$255K +2,788 New
RMAM
363
Raab & Moskowitz Asset Management
New Jersey
$237K +$238K +2,599 New
VC
364
Veery Capital
Delaware
$224K -$1.65K -18 -0.7%
BFIM
365
Beese Fulmer Investment Management
Ohio
$223K – – –
LFG
366
Lockerman Financial Group
California
$220K +$220K +2,407 New
UFA
367
US Financial Advisors
Massachusetts
$219K – – –
PG
368
Patten Group
Tennessee
$217K -$2.47K -27 -1%
GT
369
Greenleaf Trust
Michigan
$212K +$212K +2,321 New
TIAM2
370
Tru Independence Asset Management 2
Oregon
$210K -$111K -1,216 -35%
ACM
371
Argyle Capital Management
Pennsylvania
$210K -$9.14K -100 -4%
SIM
372
Sadoff Investment Management
Wisconsin
$209K – – –
PWAG
373
Polaris Wealth Advisory Group
California
$207K – – –
SIC
374
Sterling Investment Counsel
New York
$207K +$207K +2,267 New
HHGA
375
Halbert Hargrove Global Advisors
California
$206K +$206K +2,251 New
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