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

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
851
Quaker Wealth Management
New Jersey
$240K +$240K +2,622 New
IGWM
852
ICA Group Wealth Management
Colorado
$238K +$238K +2,602 New
HSA
853
HBK Sorce Advisory
Pennsylvania
$237K -$724K -7,912 -75%
WDC
854
Woodward Diversified Capital
California
$236K +$237K +2,586 New
TMWM
855
Taylor & Morgan Wealth Management
Michigan
$229K +$230K +2,508 New
WFAG
856
Worth Financial Advisory Group
North Carolina
$229K +$24.3K +265 +12%
UW
857
Unique Wealth
Florida
$226K -$25.6K -280 -10%
TA
858
TFB Advisors
Kansas
$224K -$85.2K -930 -27%
MGIA
859
Moneta Group Investment Advisors
Missouri
$222K -$7.42K -81 -3%
TCWM
860
Total Clarity Wealth Management
Illinois
$222K +$222K +2,428 New
PCS
861
Personal CFO Solutions
New Jersey
$220K +$221K +2,412 New
CFG
862
Citizens Financial Group
Rhode Island
$220K +$220K +2,405 New
3F
863
360 Financial
Minnesota
$220K +$220K +2,402 New
LPP
864
Life Planning Partners
Florida
$218K +$218K +2,384 New
DAS
865
Dynamic Advisor Solutions
Arizona
$218K -$2.18M -23,770 -91%
PCM
866
Pointe Capital Management
Michigan
$216K +$216K +2,363 New
QAM
867
Q3 Asset Management
Michigan
$215K -$27.9K -305 -11%
WIA
868
World Investment Advisors
California
$215K +$215K +2,352 New
FA
869
FSA Advisors
Michigan
$214K +$215K +2,346 New
ETIA
870
Epic Trust Investment Advisors
Washington
$214K +$214K +2,341 New
MWM
871
Mission Wealth Management
California
$212K +$212K +2,315 New
SWP
872
Significant Wealth Partners
Illinois
$211K +$212K +2,310 New
BDWCC
873
B&D White Capital Company
Texas
$209K – – –
HTC
874
Haverford Trust Company
Pennsylvania
$208K +$208K +2,273 New
AF
875
Apexium Financial
Texas
$206K +$207K +2,259 New
33 34
35
36 37