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

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
526
Sound Income Strategies
Florida
$2.56M -$361K -3,946 -12%
TIM
527
Tevis Investment Management
Texas
$2.56M +$669K +7,310 +35%
BFA
528
Beaumont Financial Advisors
Massachusetts
$2.55M +$527K +5,759 +26%
EPM
529
Elm Partners Management
Pennsylvania
$2.54M -$411K -4,492 -14%
RC
530
Rareview Capital
Nevada
$2.54M +$2.53M +27,619 New
WWM
531
Western Wealth Management
Colorado
$2.53M +$85.3K +931 +3%
BOSSRA
532
B.O.S.S. Retirement Advisors
Utah
$2.52M +$1.95M +21,239 +337%
SPA
533
Shore Point Advisors
New Jersey
$2.51M +$539K +5,889 +27%
NRW
534
Nova R Wealth
Kansas
$2.5M +$2.51M +27,372 New
EB
535
Eastern Bank
Massachusetts
$2.49M -$507K -5,539 -17%
ICM
536
Islay Capital Management
Texas
$2.48M -$2.84M -31,055 -53%
PCS
537
Private Client Services
Kentucky
$2.47M -$4.21M -45,963 -63%
HL
538
HeadInvest LLC
Maine
$2.44M +$952K +10,390 +64%
LIG
539
Lokken Investment Group
Delaware
$2.41M +$31.6K +345 +1%
MWM
540
Modera Wealth Management
New Jersey
$2.41M +$2.16M +23,542 +828%
JWCA
541
J.W. Cole Advisors
Florida
$2.41M +$1.27M +13,880 +111%
1IA
542
1834 Investment Advisors
Wisconsin
$2.4M +$1.24M +13,518 +106%
LAMNM
543
Longview Asset Management (New Mexico)
New Mexico
$2.4M +$2.4M +26,210 New
ODIJL
544
One Day In July LLC
Vermont
$2.39M -$1.24M -13,560 -34%
EGA
545
Eagle Global Advisors
Texas
$2.37M -$344K -3,755 -13%
OWG
546
Oxford Wealth Group
Florida
$2.36M -$2.82M -30,740 -54%
BWM
547
Biltmore Wealth Management
Arizona
$2.36M +$29.6K +323 +1%
KWA
548
Kingswood Wealth Advisors
California
$2.35M -$3.15M -34,341 -57%
FW
549
FullCircle Wealth
Texas
$2.34M +$1.12M +12,215 +92%
JWCA
550
J.W. Coons Advisors
Ohio
$2.33M – – –
20 21
22
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