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

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
726
World Investment Advisors
California
$788K +$489K +5,343 +163%
BCG
727
BayBridge Capital Group
California
$785K +$6.04K +66 +0.8%
BFM
728
Boston Financial Management
Massachusetts
$784K – – –
BPFA
729
Barnes Pettey Financial Advisors
Mississippi
$783K +$2.93K +32 +0.4%
CFG
730
Carr Financial Group
Massachusetts
$783K +$365K +3,983 +87%
NC
731
Napatree Capital
Rhode Island
$782K -$199K -2,174 -20%
PW
732
Potentia Wealth
California
$779K +$781K +8,523 New
MPWT
733
MassMutual Private Wealth & Trust
Connecticut
$777K -$22.5K -246 -3%
MBI
734
May Barnhard Investments
Maryland
$775K +$229K +2,505 +42%
KV
735
Kickstand Ventures
New York
$775K +$485K +5,295 +166%
MM
736
Meridian Management
Arkansas
$771K -$75.7K -827 -9%
WMA
737
West Michigan Advisors
Michigan
$769K +$99.8K +1,090 +15%
FA
738
Flagstar Advisors
New York
$768K -$54.6K -596 -7%
RIA
739
Realta Investment Advisors
Delaware
$766K +$542K +5,921 +241%
NL
740
NVWM LLC
Pennsylvania
$765K -$11.9K -130 -2%
DCM
741
Donaldson Capital Management
Indiana
$759K – – –
TCA
742
Transcend Capital Advisors
New Jersey
$758K -$12.2K -133 -2%
CFG
743
Copley Financial Group
California
$754K +$200K +2,188 +36%
CGF
744
Constant Guidance Financial
Massachusetts
$751K -$1.15M -12,528 -45%
CAL
745
Capital Analysts LLC
Pennsylvania
$737K +$76K +830 +11%
SFS
746
Sharp Financial Services
Pennsylvania
$737K -$46.5K -508 -6%
DWP
747
Destiny Wealth Partners
Florida
$737K +$221K +2,417 +43%
NL
748
NWAM LLC
Washington
$736K +$251K +2,737 +52%
GFPC
749
Global Financial Private Client
Florida
$721K +$146K +1,591 +25%
TCM
750
Triumph Capital Management
Colorado
$721K -$379K -4,134 -34%
28 29
30
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