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

Name Holding Trade Value Shares
Change
Change in
Stake
SW
701
SkyOak Wealth
Michigan
$1.58M -$283K -3,087 -15%
TVPW
702
Third View Private Wealth
Connecticut
$1.57M +$68.8K +752 +5%
TCM
703
Traub Capital Management
Massachusetts
$1.57M -$12.4K -135 -0.8%
Betterment LLC
704
Betterment LLC
New York
$1.56M -$278K -3,040 -15%
LOPW
705
Live Oak Private Wealth
North Carolina
$1.55M +$1.55M +16,926 New
CCG
706
Capital CS Group
California
$1.55M +$314K +3,435 +25%
TCA
707
Transcend Capital Advisors
New Jersey
$1.55M -$1.18M -12,863 -43%
CW
708
Channel Wealth
California
$1.54M -$1.65M -18,041 -52%
CS
709
Cannell & Spears
New York
$1.53M -$1.01M -11,022 -40%
WEG
710
World Equity Group
Illinois
$1.52M +$1.52M +16,612 New
PFS
711
Prospera Financial Services
Texas
$1.52M +$798K +8,724 +111%
IAA
712
Independent Advisor Alliance
North Carolina
$1.5M -$19.6M -214,576 -93%
SWA
713
Stratos Wealth Advisors
Ohio
$1.5M -$57.6K -629 -4%
WIA
714
World Investment Advisors
California
$1.49M -$4.76M -51,982 -76%
MWM
715
Marion Wealth Management
Pennsylvania
$1.49M +$151K +1,651 +11%
HIM
716
Hanlon Investment Management
New Jersey
$1.49M +$372K +4,070 +34%
LA
717
LVW Advisors
New York
$1.48M -$417K -4,555 -22%
AWM
718
Ameliora Wealth Management
Switzerland
$1.48M – – –
CA
719
Clearstead Advisors
Ohio
$1.47M +$206K +2,254 +16%
CP
720
Castleview Partners
Texas
$1.46M +$303K +3,312 +26%
PPF
721
Pacific Park Financial
California
$1.46M +$44.6K +487 +3%
RIA
722
RPG Investment Advisory
California
$1.45M +$579K +6,330 +66%
MWM
723
Modera Wealth Management
New Jersey
$1.44M -$57.2K -625 -4%
SI
724
Stirlingshire Investments
New York
$1.44M -$636K -6,950 -31%
BCA
725
Bay Colony Advisors
Massachusetts
$1.44M -$180K -1,968 -11%