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

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPWM
776
Traverso Chambers Private Wealth Management
California
$354K – – –
WMA
777
West Michigan Advisors
Michigan
$351K -$20.9K -228 -6%
TJHA
778
Thomas J. Herzfeld Advisors
Florida
$351K -$2.91M -31,834 -89%
IFWM
779
Institute for Wealth Management
Colorado
$348K +$2.47K +27 +0.7%
RFS
780
Richardson Financial Services
Massachusetts
$348K +$349K +3,810 New
RW
781
Rede Wealth
Virginia
$348K -$198K -2,163 -36%
OIA
782
OneDigital Investment Advisors
Kansas
$347K -$144K -1,570 -29%
CT
783
Clearstead Trust
Maine
$345K +$265K +2,889 +326%
NWMG
784
National Wealth Management Group
Ohio
$345K -$801K -8,746 -70%
PWG
785
Portside Wealth Group
Utah
$344K +$115K +1,256 +50%
NP
786
NorthRock Partners
Minnesota
$343K +$343K +3,749 New
EC
787
EdgeRock Capital
Colorado
$340K +$339K +3,701 New
CAM
788
Concorde Asset Management
Michigan
$338K -$175K -1,913 -34%
DWM
789
Dogwood Wealth Management
Kansas
$338K +$338K +3,694 New
SW
790
Signify Wealth
Missouri
$336K -$1.52M -16,551 -82%
LRPA
791
L. Roy Papp & Associates
Arizona
$332K – – –
AFAS
792
Acorn Financial Advisory Services
Virginia
$329K +$3.85K +42 +1%
DWM
793
Destination Wealth Management
California
$326K – – –
TWM
794
Thrive Wealth Management
Pennsylvania
$324K -$146K -1,595 -31%
EFL
795
ERn Financial LLC
Wisconsin
$319K +$319K +3,485 New
KC
796
Kingfisher Capital
North Carolina
$319K -$7.74M -84,478 -96%
BWA
797
BlueChip Wealth Advisors
Georgia
$314K +$314K +3,433 New
FHA
798
First Horizon Advisors
Tennessee
$307K -$11K -120 -3%
BWA
799
Bordeaux Wealth Advisors
California
$306K +$307K +3,352 New
TRCT
800
Tower Research Capital (TRC)
New York
$306K +$306K +3,346 New
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