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

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
576
True Wealth Design
Ohio
$1.05M -$204K -2,232 -16%
PFA
577
Pathway Financial Advisors
Vermont
$1.04M – – –
TAM
578
TCP Asset Management
Ohio
$1.03M – – –
CSPIA
579
Cary Street Partners Investment Advisory
Virginia
$1.03M +$458 +5 +0%
FAM
580
Formidable Asset Management
Ohio
$1.01M +$275K +3,003 +37%
LFAS
581
Level Four Advisory Services
Texas
$1.01M +$59.9K +654 +6%
FCI
582
Financial Counselors Inc
Kansas
$1.01M +$1.01M +10,995 New
MWM
583
Marion Wealth Management
Pennsylvania
$1.01M +$1.01M +10,990 New
PWMA
584
Pension & Wealth Management Advisors
Massachusetts
$1M -$1.13M -12,351 -53%
AP
585
Arlington Partners
Alabama
$1M -$3.23M -35,218 -76%
AIC
586
Anthracite Investment Company
Texas
$999K -$8.44M -92,181 -89%
FIM
587
Fernwood Investment Management
Massachusetts
$989K -$4.76K -52 -0.5%
JFA
588
JNBA Financial Advisors
Minnesota
$971K +$133K +1,447 +16%
NF
589
NavPoint Financial
Minnesota
$971K +$285K +3,112 +42%
SBIA
590
Sheaff Brock Investment Advisors
Indiana
$959K – – –
MSWM
591
Mowery & Schoenfeld Wealth Management
Illinois
$946K +$156K +1,703 +20%
IPW
592
IronBridge Private Wealth
Texas
$944K +$458K +5,000 +95%
NP
593
NorthRock Partners
Minnesota
$942K +$597K +6,514 +174%
FFA
594
Fortune Financial Advisors
Kansas
$939K +$272K +2,974 +41%
PWC
595
PYA Waltman Capital
Tennessee
$935K +$366 +4 +0%
IP
596
Intellectus Partners
California
$932K +$261K +2,847 +39%
MWA
597
Mills Wealth Advisors
Texas
$928K -$134K -1,459 -13%
AWE
598
Avidian Wealth Enterprises
Texas
$919K -$749K -8,177 -45%
SFPG
599
Stonebridge Financial Planning Group
Florida
$916K -$234K -2,558 -20%
SFSG
600
Sound Financial Strategies Group
Mississippi
$910K +$1.74K +19 +0.2%
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