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

Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
876
Mesirow Financial Investment Management
Illinois
$262K +$262K +2,854 New
MWM
877
Modera Wealth Management
New Jersey
$261K +$4.12K +45 +2%
ATFA
878
All Terrain Financial Advisors
Minnesota
$259K -$38.8K -423 -13%
AR
879
Apeiron RIA
Texas
$256K -$8.06K -88 -3%
CIBC Private Wealth Group
880
CIBC Private Wealth Group
Georgia
$256K +$49.9K +545 +24%
PW
881
Paladin Wealth
Minnesota
$256K +$255K +2,784 New
EAM
882
Empirical Asset Management
Massachusetts
$254K +$23K +251 +10%
LFASL
883
Lugano Financial Advisors SA (LFA)
Switzerland
$254K +$253K +2,766 New
ACA
884
Atlas Capital Advisors
Wyoming
$250K +$13.7K +150 +6%
ATC
885
Argent Trust Co
Tennessee
$250K -$62.1K -678 -20%
AL
886
ACAS LLC
California
$249K +$249K +2,717 New
CRM
887
Cramer Rosenthal McGlynn
Connecticut
$248K +$1.83K +20 +0.7%
LEA
888
Legacy Edge Advisors
New York
$248K -$27.5K -300 -10%
SFP
889
Sterling Financial Planning
New Jersey
$245K -$6.05K -66 -2%
VA
890
Valmark Advisers
Ohio
$243K -$41.6K -454 -15%
ADL
891
Asset Dedication LLC
California
$243K -$705K -7,699 -74%
PA
892
Procyon Advisors
Connecticut
$240K -$3.02K -33 -1%
FT
893
Fiduciary Trust
Massachusetts
$239K -$82.5K -900 -26%
NW
894
NewEdge Wealth
Pennsylvania
$239K -$655K -7,146 -73%
CIA
895
Cape Investment Advisory
Georgia
$239K +$38.5K +420 +19%
OBWG
896
Onyx Bridge Wealth Group
New York
$237K -$21.3K -233 -8%
JSA
897
Jacobson & Schmitt Advisors
Wisconsin
$234K -$1.37K -15 -0.6%
FPAS
898
Focus Partners Advisor Solutions
Missouri
$233K +$233K +2,542 New
FMP
899
Financial Management Professionals
Texas
$231K -$17.6M -191,769 -99%
IP
900
Ignite Planners
California
$230K +$22.7K +248 +11%