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

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
801
Ironwood Investment Counsel
Arizona
– -$5.69M -62,189 Closed
AT
802
American Trust
Kentucky
– -$3.9M -42,611 Closed
VC
803
Vicus Capital
Pennsylvania
– -$3.88M -42,423 Closed
TCBWMS
804
Texas Capital Bank Wealth Management Services
Texas
– -$3.3M -36,093 Closed
American Century Companies
805
American Century Companies
Missouri
– -$3.14M -34,300 Closed
SPAS
806
Spectrum Planning & Advisory Services
California
– -$2.23M -24,338 Closed
API
807
Advisor Partners II
California
– -$2.15M -23,545 Closed
CT
808
Caldwell Trust
Florida
– -$1.61M -17,648 Closed
MCC
809
Money Concepts Capital
Florida
– -$1.37M -14,981 Closed
FMWA
810
Forvis Mazars Wealth Advisors
Missouri
– -$1.31M -14,282 Closed
Northern Trust
811
Northern Trust
Illinois
– -$1.22M -13,310 Closed
SW
812
SkyOak Wealth
Michigan
– -$1.09M -11,865 Closed
NL
813
Navalign LLC
California
– -$949K -10,378 Closed
PWA
814
Pillar Wealth Advisors
Pennsylvania
– -$919K -10,043 Closed
BC
815
Bricktown Capital
Michigan
– -$915K -10,000 Closed
AA
816
Aire Advisors
California
– -$896K -9,810 Closed
SCI
817
Stableford Capital II
Arizona
– -$846K -9,245 Closed
MPW
818
MGO Private Wealth
California
– -$659K -7,208 Closed
VWA
819
Visionary Wealth Advisors
Illinois
– -$607K -6,632 Closed
CFAM
820
Center For Asset Management
Florida
– -$605K -6,610 Closed
SW
821
SteelPeak Wealth
California
– -$542K -5,927 Closed
MFC
822
Morris Financial Concepts
South Carolina
– -$540K -5,908 Closed
PIM
823
Penobscot Investment Management
Massachusetts
– -$524K -5,730 Closed
BCM
824
BTC Capital Management
Iowa
– -$514K -5,622 Closed
SW
825
SMART Wealth
Nebraska
– -$494K -5,401 Closed
31 32
33
34 35