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

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
501
Destiny Wealth Partners
Florida
$1.49M
LEFP
502
Leading Edge Financial Planning
Tennessee
$1.48M +$300K +3,275 +26%
IWN
503
Independent Wealth Network
Iowa
$1.47M +$453K +4,941 +45%
MM
504
Main Management
California
$1.46M -$1.92M -20,973 -57%
SF
505
Synovus Financial
Georgia
$1.44M +$205K +2,235 +17%
KFS
506
Kelly Financial Services
Massachusetts
$1.44M +$532K +5,802 +59%
PVI
507
Pine Valley Investments
New Jersey
$1.43M -$86.9K -948 -6%
BEI
508
Benjamin Edwards Inc
Missouri
$1.42M -$24.6K -268 -2%
BBHC
509
Brown Brothers Harriman & Co
New York
$1.41M +$1.3M +14,184 +1,182%
WCAMG
510
Woodard & Company Asset Management Group
North Carolina
$1.41M -$82.5K -900 -6%
SBIA
511
Sheaff Brock Investment Advisors
Indiana
$1.41M -$89.7K -979 -6%
WCWM
512
Willow Creek Wealth Management
California
$1.4M -$1.54M -16,768 -52%
IW
513
Imprint Wealth
South Carolina
$1.39M -$972K -10,602 -41%
WFA
514
West Financial Advisors
Iowa
$1.39M +$1.39M +15,132 New
AI
515
Acuitas Investments
Washington
$1.39M +$601K +6,558 +88%
LWM
516
Laidlaw Wealth Management
New York
$1.38M -$541K -5,904 -28%
DLHL
517
Donald L. Hagan LLC
Florida
$1.36M +$584K +6,377 +76%
SMF
518
Sterling Manor Financial
New York
$1.34M -$136K -1,484 -9%
FF
519
Friedenthal Financial
New Jersey
$1.33M +$599K +6,532 +83%
AWA
520
Authentikos Wealth Advisory
California
$1.33M -$184K -2,013 -12%
HFS
521
Howard Financial Services
Texas
$1.32M +$227K +2,481 +21%
CCG
522
Capital CS Group
California
$1.32M +$393K +4,285 +43%
AWE
523
Avidian Wealth Enterprises
Texas
$1.32M +$374K +4,085 +40%
CP
524
Castleview Partners
Texas
$1.3M -$145K -1,584 -10%
SIA
525
SkyView Investment Advisors
New Jersey
$1.27M -$1.15M -12,500 -47%