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

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
751
Focused Wealth Management
New York
$1.2M -$65K -710 -5%
EF
752
Empowered Funds
Pennsylvania
$1.2M -$3.35M -36,626 -74%
Luther King Capital Management (LKCM)
753
Luther King Capital Management (LKCM)
Texas
$1.2M
SWM
754
Seed Wealth Management
Illinois
$1.19M -$54K -590 -4%
IAS
755
Integrity Advisory Solutions
Texas
$1.19M -$1.28K -14 -0.1%
CF
756
Collier Financial
Colorado
$1.19M -$88.7K -969 -7%
VP
757
Verum Partners
North Carolina
$1.19M +$204K +2,234 +21%
BAG
758
Bridgewealth Advisory Group
California
$1.17M -$73.9K -807 -6%
DWT
759
Dorsey & Whitney Trust
South Dakota
$1.17M -$195K -2,128 -14%
HKIMG
760
Hutchens & Kramer Investment Management Group
Indiana
$1.17M +$1.17M +12,787 New
SFA
761
Souders Financial Advisors
Ohio
$1.17M +$277K +3,023 +31%
CWM
762
Cornerstone Wealth Management
Missouri
$1.16M +$133K +1,456 +13%
BFP
763
Briaud Financial Planning
Texas
$1.14M +$334K +3,645 +41%
SPC
764
Sigma Planning Corp
Michigan
$1.13M -$143K -1,562 -11%
SGCA
765
Steel Grove Capital Advisors
Tennessee
$1.11M -$509K -5,558 -31%
SWP
766
Significant Wealth Partners
Illinois
$1.11M +$179K +1,953 +19%
PA
767
Pinnacle Associates
New York
$1.11M -$1.43M -15,642 -56%
TWM
768
Tortuga Wealth Management
California
$1.1M +$1.1M +12,057 New
CF
769
Convergence Financial
Missouri
$1.1M -$60.5M -661,290 -98%
BOSSRA
770
B.O.S.S. Retirement Advisors
Utah
$1.1M -$352K -3,841 -24%
RCS
771
Retirement Capital Strategies
California
$1.1M -$7.05K -77 -0.6%
VWM
772
Venturi Wealth Management
Texas
$1.09M -$1.93M -21,064 -64%
WG
773
Welch Group
Alabama
$1.09M
RIS
774
Richmond Investment Services
Wisconsin
$1.09M -$1.05M -11,523 -49%
FPL
775
Fortress Private Ledger
North Carolina
$1.08M -$408K -4,463 -27%