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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
776
Coordinated Financial Services
Colorado
$927K -$18.6K -203 -2%
ST
777
Smithfield Trust
Pennsylvania
$918K -$8.97K -98 -1%
MSS
778
Mitchell Sinkler & Starr
Pennsylvania
$915K -$127K -1,383 -12%
SAM
779
Smartleaf Asset Management
Massachusetts
$914K +$578K +6,311 +171%
BPFA
780
Barnes Pettey Financial Advisors
Mississippi
$911K -$1.01K -11 -0.1%
CWG
781
Cornerstone Wealth Group
North Carolina
$899K – – –
SFS
782
Sharp Financial Services
Pennsylvania
$890K +$35.8K +391 +4%
RFM
783
Royal Fund Management
Florida
$875K +$375K +4,091 +75%
RC
784
Resolute Capital
South Carolina
$874K +$875K +9,561 New
WRPWM
785
Werba Rubin Papier Wealth Management
California
$869K +$5.4K +59 +0.6%
FA
786
Fiducient Advisors
Illinois
$865K +$867K +9,465 New
PCM
787
Pointe Capital Management
Michigan
$860K +$55K +601 +7%
MSFS
788
Main Street Financial Solutions
Pennsylvania
$853K -$2.01K -22 -0.2%
LJCM
789
Lee Johnson Capital Management
Texas
$848K +$500K +5,458 +143%
WMA
790
West Michigan Advisors
Michigan
$834K -$67K -732 -7%
AIM
791
Alhambra Investment Management
Florida
$830K – – –
S
792
Sunpointe
Missouri
$830K +$3.66K +40 +0.4%
MIH
793
Meitav Investment House
Israel
$829K -$316K -3,450 -28%
SWA
794
SFMG Wealth Advisors
Texas
$828K -$107K -1,165 -11%
SSWM
795
Strait & Sound Wealth Management
California
$827K -$109K -1,189 -12%
SIM
796
Stratos Investment Management
Ohio
$822K -$47.8K -522 -5%
IIM
797
Invariant Investment Management
Pennsylvania
$814K +$814K +8,896 New
CPIG
798
Chicago Partners Investment Group
Illinois
$808K -$59.1K -646 -7%
RSWM
799
Robertson Stephens Wealth Management
California
$805K +$590K +6,448 +274%
PFA
800
Presper Financial Architects
Ohio
$800K +$5.77K +63 +0.7%
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32
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