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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
826
Integrated Investment Consultants
Michigan
$375K +$375K +4,088 New
FEM
827
Fulcrum Equity Management
Texas
$375K +$73.1K +798 +24%
OPWM
828
Oxinas Partners Wealth Management
Indiana
$368K -$2.11K -23 -0.6%
CAWM
829
Capital Advisors Wealth Management
Washington
$367K – – –
WA
830
WESPAC Advisors
California
$361K -$279K -3,042 -44%
WLIM
831
White Lighthouse Investment Management
Massachusetts
$358K +$358K +3,902 New
TWP
832
Tower Wealth Partners
Pennsylvania
$352K -$253K -2,756 -42%
SFS
833
Summit Financial Strategies
Ohio
$351K +$100K +1,093 +40%
TCWM
834
Total Clarity Wealth Management
Illinois
$348K -$75.7K -826 -18%
PFS
835
Prospera Financial Services
Texas
$346K -$240K -2,617 -41%
SCA
836
Stonebridge Capital Advisors
Minnesota
$346K +$345K +3,766 New
EC
837
EdgeRock Capital
Colorado
$340K – – –
BWA
838
BlueChip Wealth Advisors
Georgia
$339K -$15.6K -170 -4%
OWM
839
OneAscent Wealth Management
Alabama
$336K -$156K -1,700 -32%
AWM
840
Able Wealth Management
New Jersey
$332K -$112K -1,224 -25%
LFG
841
Larson Financial Group
Missouri
$331K -$12.9K -141 -4%
DWM
842
Destination Wealth Management
California
$328K – – –
FAG
843
Financial Architects (Georgia)
Georgia
$326K – – –
SFPM
844
Sensible Financial Planning & Management
Massachusetts
$325K +$324K +3,535 New
LIM
845
Loudon Investment Management
New Hampshire
$325K +$4.58K +50 +1%
ACM
846
Argyle Capital Management
Pennsylvania
$324K -$15.1K -165 -4%
DWM
847
Darwin Wealth Management
Florida
$322K -$6.56M -71,589 -95%
DWM
848
Dogwood Wealth Management
Kansas
$321K -$45.5K -497 -12%
PWP
849
Principle Wealth Partners
Connecticut
$311K – – –
CAM
850
Concorde Asset Management
Michigan
$310K -$18.1K -197 -6%
32 33
34
35 36