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

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
601
Endowment Wealth Management
Wisconsin
$441K -$52.4K -572 -11%
ACM
602
Absolute Capital Management
Pennsylvania
$434K -$31.8K -347 -7%
HFAS
603
Hummer Financial Advisory Services
Illinois
$432K +$27.5K +300 +7%
TWM
604
Thrive Wealth Management
Pennsylvania
$430K +$429K +4,681 New
HCC
605
Hirtle Callaghan & Co
Pennsylvania
$426K – – –
SPP
606
Single Point Partners
Massachusetts
$422K +$151K +1,651 +56%
GSIAS
607
Garden State Investment Advisory Services
New Jersey
$419K -$221K -2,408 -35%
SWA
608
Stratos Wealth Advisors
Ohio
$416K -$455K -4,964 -52%
BWM
609
Baystate Wealth Management
Massachusetts
$408K -$234K -2,553 -37%
OW
610
Olistico Wealth
Oklahoma
$404K – – –
BMCM
611
Bryn Mawr Capital Management
Pennsylvania
$403K +$402K +4,389 New
JCM
612
Janney Capital Management
Pennsylvania
$402K – – –
DAC
613
Dividend Assets Capital
South Carolina
$399K – – –
EDRH
614
Edmond de Rothschild Holding
Switzerland
$387K +$386K +4,215 New
PFG
615
Prosperity Financial Group
California
$381K -$211K -2,299 -36%
BB
616
Berkshire Bank
Massachusetts
$377K +$376K +4,101 New
WCM
617
Wealthcare Capital Management
Virginia
$376K +$916 +10 +0.2%
AFO
618
Arrowroot Family Office
California
$373K +$372K +4,061 New
LWA
619
Lineweaver Wealth Advisors
Ohio
$365K -$6.87K -75 -2%
WA
620
Waverly Advisors
Alabama
$364K -$2.02K -22 -0.6%
CCM
621
Ciovacco Capital Management
Georgia
$363K +$362K +3,956 New
EFG
622
Everhart Financial Group
Ohio
$359K -$30.7K -335 -8%
AWA
623
Arkadios Wealth Advisors
Georgia
$357K +$357K +3,892 New
WIM
624
Westside Investment Management
California
$357K – – –
SWM
625
SFG Wealth Management
Maryland
$356K +$2.29K +25 +0.6%
23 24
25
26 27