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

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
976
Clifford Swan Investment Counsel
California
$321K – – –
BIM
977
Brentview Investment Management
Illinois
$321K +$91.6K +1,000 +40%
EC
978
EdgeRock Capital
Colorado
$319K -$18.7K -204 -6%
QWM
979
Quaker Wealth Management
New Jersey
$318K +$318K +3,471 New
EWM
980
Endowment Wealth Management
Wisconsin
$316K -$9.43K -103 -3%
BWA
981
BlueChip Wealth Advisors
Georgia
$315K – – –
PWP
982
Phillips Wealth Planners
Mississippi
$315K +$89K +972 +39%
LA
983
Lifeworks Advisors
Michigan
$313K -$23.1K -252 -7%
AF
984
Apexium Financial
Texas
$310K +$40.8K +445 +15%
LHC
985
Little House Capital
Massachusetts
$306K -$991K -10,820 -76%
CFIA
986
Cantor Fitzgerald Investment Advisors
New York
$304K -$9.43K -103 -3%
4A
987
4Wealth Advisors
Illinois
$304K +$7.24K +79 +2%
LIM
988
Loudon Investment Management
New Hampshire
$304K -$66.9K -730 -18%
TWA
989
Talisman Wealth Advisors
New Jersey
$302K +$89.2K +974 +42%
KC
990
Kinloch Capital
Virginia
$300K – – –
CPWM
991
Cypress Point Wealth Management
Texas
$299K +$3.11K +34 +1%
LWA
992
LifeGoal Wealth Advisors
New York
$298K -$245K -2,676 -45%
EAM
993
Empirical Asset Management
Massachusetts
$298K -$17.7K -193 -6%
VWM
994
Venturi Wealth Management
Texas
$298K -$5.62M -61,315 -95%
LA
995
Latitude Advisors
Florida
$297K +$5.5K +60 +2%
WLIM
996
White Lighthouse Investment Management
Massachusetts
$296K -$15.1K -165 -5%
CCAL
997
City Center Advisors LLC
Michigan
$296K +$1.47K +16 +0.5%
OIS
998
OneAscent Investment Solutions
Alabama
$294K -$126K -1,372 -30%
MC
999
Moors & Cabot
Massachusetts
$294K +$293K +3,201 New
PCM
1000
PenderFund Capital Management
British Columbia, Canada
$294K +$293K +3,200 New
38 39
40
41 42