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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
976
Ironwood Investment Counsel
Arizona
$287K -$134K -1,463 -32%
AWE
977
Avidian Wealth Enterprises
Texas
$285K -$374K -4,083 -57%
BWG
978
Berry Wealth Group
Texas
$282K +$282K +3,076 New
EA
979
Emerald Advisors
Washington
$282K -$38.5K -420 -12%
NG
980
Novem Group
New York
$281K +$281K +3,064 New
ACM
981
Argyle Capital Management
Pennsylvania
$279K -$15.6K -170 -5%
DRP
982
Decker Retirement Planning
Utah
$277K – – –
PWA
983
PCG Wealth Advisors
Kansas
$276K +$276K +3,010 New
JHC
984
J. Hagan Capital
Kentucky
$276K +$276K +3,015 New
GA
985
Greenspring Advisors
Maryland
$275K – – –
CIS
986
Continental Investors Services
Washington
$274K +$148K +1,611 +119%
AF
987
Affiance Financial
Minnesota
$274K -$73K -797 -21%
SW
988
SteelPeak Wealth
California
$273K -$119K -1,297 -30%
RBFC
989
Roman Butler Fullerton & Co
Missouri
$273K +$273K +2,983 New
LIA
990
Lynx Investment Advisory
District of Columbia
$271K -$4.3K -47 -2%
AF
991
Apexium Financial
Texas
$269K +$269K +2,936 New
TWM
992
TriaGen Wealth Management
California
$269K -$4.03K -44 -1%
WTA
993
Washington Trust Advisors
Massachusetts
$266K +$266K +2,901 New
SIS
994
Strategic Investment Solutions
Illinois
$264K -$110K -1,200 -29%
FAG
995
Fortitude Advisory Group
Washington
$264K +$264K +2,878 New
TA
996
TCM Advisors
West Virginia
$263K – – –
VFG
997
Valley Financial Group
Pennsylvania
$257K +$257K +2,804 New
BSHC
998
Breed's Hill Capital
Massachusetts
$252K +$733 +8 +0.3%
LAS
999
LWM Advisory Services
Florida
$251K +$250K +2,731 New
PPWM
1000
Paragon Private Wealth Management
Kentucky
$250K +$250K +2,730 New
38 39
40
41 42