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

Name Holding Trade Value Shares
Change 		Change in
Stake
XPN
901
XY Planning Network
Montana
$711K +$1.74K +19 +0.2%
CSPIA
902
Cary Street Partners Investment Advisory
Virginia
$706K -$1.37M -14,959 -66%
PAYA
903
Phil A. Younker & Associates
Alaska
$703K -$1.11M -12,152 -61%
LC
904
Lavelle Capital
California
$701K +$700K +7,650 New
SWTS
905
Stonehaven Wealth & Tax Solutions
Wisconsin
$699K +$110K +1,206 +19%
CPA
906
Capital Performance Advisors
California
$696K +$696K +7,600 New
MAM
907
Milestone Asset Management
Pennsylvania
$686K -$52.4K -573 -7%
FCM
908
Fortis Capital Management
Washington
$678K -$5.19M -56,667 -88%
BB
909
Berkshire Bank
Massachusetts
$674K -$600K -6,555 -47%
PFT
910
Providence First Trust
Arizona
$670K – – –
OWG
911
Oxford Wealth Group
Florida
$670K -$43.2K -472 -6%
MIM
912
Miller Investment Management
Pennsylvania
$658K – – –
SC
913
Summa Corp
Texas
$650K +$7.69K +84 +1%
VA
914
Valmark Advisers
Ohio
$644K +$336K +3,676 +110%
NFSG
915
Newbridge Financial Services Group
Florida
$641K +$633K +6,916 +9,100%
MPI
916
Mairs & Power Inc
Minnesota
$640K +$50.1K +547 +8%
WCM
917
Wealthcare Capital Management
Virginia
$630K -$72K -787 -10%
NRG
918
Nemes Rush Group
Michigan
$630K +$91.1K +996 +17%
LJCM
919
Lee Johnson Capital Management
Texas
$630K -$220K -2,404 -26%
TCCP
920
Tide Cove Capital Partners
California
$622K +$9.88K +108 +2%
SIS
921
Strategic Investment Solutions
Illinois
$622K +$48.1K +526 +8%
CAP
922
Columbia Advisory Partners
Washington
$618K +$165K +1,802 +36%
SWA
923
SFMG Wealth Advisors
Texas
$617K -$213K -2,331 -26%
LCC
924
Lincoln Capital Corp
Rhode Island
$617K -$56.2K -614 -8%
CI
925
Ceera Investments
Texas
$617K -$55.8K -610 -8%
35 36
37
38 39