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

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
651
Principle Wealth Partners
Connecticut
$418K +$417K +4,550 New
BAG
652
Bridgewealth Advisory Group
California
$417K +$416K +4,544 New
PI
653
PFS Investments
Georgia
$417K -$120M -1,306,600 -100%
NL
654
NWAM LLC
Washington
$409K -$35.7K -390 -8%
OW
655
Olistico Wealth
Oklahoma
$406K +$1.56K +17 +0.4%
AFAS
656
Acorn Financial Advisory Services
Virginia
$405K -$106K -1,152 -21%
RA
657
Riversedge Advisors
Delaware
$405K -$59.9K -654 -13%
PCA
658
Providence Capital Advisors
North Carolina
$403K -$248K -2,703 -38%
JCM
659
Janney Capital Management
Pennsylvania
$402K – – –
DAC
660
Dividend Assets Capital
South Carolina
$401K – – –
WA
661
Waverly Advisors
Alabama
$399K +$35.2K +384 +10%
EMCIP
662
Ewing Morris & Co Investment Partners
Ontario, Canada
$399K +$398K +4,347 New
TWP
663
Tower Wealth Partners
Pennsylvania
$387K +$67.8K +740 +21%
CBFP
664
Cedar Brook Financial Partners
Ohio
$386K -$273K -2,975 -41%
ATFA
665
All Terrain Financial Advisors
Minnesota
$385K +$385K +4,198 New
RI
666
Rinkey Investments
California
$379K +$378K +4,123 New
WCM
667
Wealthcare Capital Management
Virginia
$377K +$825 +9 +0.2%
GSIAS
668
Garden State Investment Advisory Services
New Jersey
$374K -$45.1K -492 -11%
VPP
669
Vertex Planning Partners
Illinois
$372K +$25.7K +281 +7%
CCM
670
Ciovacco Capital Management
Georgia
$363K – – –
DI
671
DAGCO Inc
Ohio
$362K +$12K +131 +3%
SWM
672
SFG Wealth Management
Maryland
$360K +$4.31K +47 +1%
EFG
673
Everhart Financial Group
Ohio
$359K – – –
EC
674
EdgeRock Capital
Colorado
$358K +$357K +3,902 New
WIM
675
Westside Investment Management
California
$357K – – –
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