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

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
901
Phillips Wealth Planners
Mississippi
$362K +$91.6K +1,000 +34%
FNWA
902
Financial Network Wealth Advisors
Utah
$353K -$289K -3,153 -45%
RIA
903
Regal Investment Advisors
Michigan
$353K -$188K -2,058 -35%
NRG
904
Nemes Rush Group
Michigan
$351K +$318K +3,469 +945%
SFS
905
Summit Financial Strategies
Ohio
$350K – – –
OWA
906
Oak Wealth Advisors
Illinois
$346K +$347K +3,785 New
RW
907
Rockport Wealth
Ohio
$346K +$124K +1,350 +56%
AF
908
Affiance Financial
Minnesota
$346K -$127K -1,392 -27%
PPWP
909
Premier Path Wealth Partners
New Jersey
$344K -$618K -6,745 -64%
ECM
910
Evergreen Capital Management
Washington
$343K -$145K -1,587 -30%
RFM
911
Royal Fund Management
Florida
$343K -$282K -3,084 -45%
UW
912
Unique Wealth
Florida
$340K +$111K +1,217 +49%
PW
913
Paladin Wealth
Minnesota
$340K +$85.9K +938 +34%
PP
914
Prudential plc
United Kingdom
$340K +$138K +1,510 +68%
ML
915
McAdam LLC
Pennsylvania
$339K +$340K +3,710 New
CIA
916
Cape Investment Advisory
Georgia
$338K +$99.6K +1,088 +42%
HB
917
HTLF Bank
Colorado
$333K +$334K +3,647 New
TWM
918
Thrive Wealth Management
Pennsylvania
$332K -$77.1K -842 -19%
LFG
919
Larson Financial Group
Missouri
$331K +$1.01K +11 +0.3%
EC
920
EdgeRock Capital
Colorado
$330K -$8.06K -88 -2%
ACM
921
Andina Capital Management
Utah
$327K -$822K -8,971 -71%
BF
922
Blankinship & Foster
California
$327K +$328K +3,576 New
SCA
923
Stonebridge Capital Advisors
Minnesota
$327K -$17.6K -192 -5%
LIM
924
Loudon Investment Management
New Hampshire
$326K +$2.29K +25 +0.7%
CAM
925
Concorde Asset Management
Michigan
$325K +$16.2K +177 +5%
35 36
37
38 39