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

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
726
Coordinated Financial Services
Colorado
$950K -$105K -1,148 -10%
FCFC
727
First Citizens Financial Corp
Iowa
$940K -$80.6K -880 -8%
CP
728
Capital Planning
Washington
$939K – – –
SSWM
729
Strait & Sound Wealth Management
California
$939K -$192K -2,096 -17%
SWA
730
SFMG Wealth Advisors
Texas
$939K -$163K -1,780 -15%
ST
731
Smithfield Trust
Pennsylvania
$933K – – –
CWP
732
Cyndeo Wealth Partners
Florida
$932K +$61K +666 +7%
PWM
733
Perigon Wealth Management
California
$931K +$473K +5,158 +103%
BPFA
734
Barnes Pettey Financial Advisors
Mississippi
$916K -$7.24K -79 -0.8%
RWM
735
Rialto Wealth Management
New York
$912K -$1.53M -16,724 -63%
WIM
736
Waycross Investment Management
Washington
$907K +$7.7K +84 +0.9%
WA
737
Waverly Advisors
Alabama
$905K +$550 +6 +0.1%
WMA
738
West Michigan Advisors
Michigan
$904K -$23.8K -260 -3%
CWG
739
Cornerstone Wealth Group
North Carolina
$902K +$901K +9,835 New
RIS
740
Richmond Investment Services
Wisconsin
$897K -$1.98M -21,611 -69%
APW
741
Axim Planning & Wealth
Ohio
$895K +$894K +9,756 New
TPWA
742
TRUE Private Wealth Advisors
Oregon
$893K -$637K -6,948 -42%
MYIA
743
Mount Yale Investment Advisors
Colorado
$893K +$892K +9,734 New
VWM
744
Vigilare Wealth Management
Arizona
$893K -$937K -10,229 -51%
SIM
745
Stratos Investment Management
Ohio
$873K -$155K -1,697 -15%
DI
746
Diligent Investors
California
$872K -$584K -6,375 -40%
CPIG
747
Chicago Partners Investment Group
Illinois
$868K +$381K +4,161 +78%
WRPWM
748
Werba Rubin Papier Wealth Management
California
$867K -$786K -8,578 -48%
VHAM
749
Van Hulzen Asset Management
California
$865K -$112K -1,222 -11%
MSFS
750
Main Street Financial Solutions
Pennsylvania
$858K -$89.4K -976 -9%
28 29
30
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