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

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
976
Brentview Investment Management
Illinois
$321K +$91.6K +1,000 +40%
EC
977
EdgeRock Capital
Colorado
$319K -$18.7K -204 -6%
QWM
978
Quaker Wealth Management
New Jersey
$318K +$318K +3,471 New
EWM
979
Endowment Wealth Management
Wisconsin
$316K -$9.43K -103 -3%
BWA
980
BlueChip Wealth Advisors
Georgia
$315K – – –
PWP
981
Phillips Wealth Planners
Mississippi
$315K +$89K +972 +39%
LA
982
Lifeworks Advisors
Michigan
$313K -$23.1K -252 -7%
AF
983
Apexium Financial
Texas
$310K +$40.8K +445 +15%
LHC
984
Little House Capital
Massachusetts
$306K -$991K -10,820 -76%
CFIA
985
Cantor Fitzgerald Investment Advisors
New York
$304K -$9.43K -103 -3%
4A
986
4Wealth Advisors
Illinois
$304K +$7.24K +79 +2%
LIM
987
Loudon Investment Management
New Hampshire
$304K -$66.9K -730 -18%
TWA
988
Talisman Wealth Advisors
New Jersey
$302K +$89.2K +974 +42%
KC
989
Kinloch Capital
Virginia
$300K – – –
CPWM
990
Cypress Point Wealth Management
Texas
$299K +$3.11K +34 +1%
LWA
991
LifeGoal Wealth Advisors
New York
$298K -$245K -2,676 -45%
EAM
992
Empirical Asset Management
Massachusetts
$298K -$17.7K -193 -6%
VWM
993
Venturi Wealth Management
Texas
$298K -$5.62M -61,315 -95%
LA
994
Latitude Advisors
Florida
$297K +$5.5K +60 +2%
WLIM
995
White Lighthouse Investment Management
Massachusetts
$296K -$15.1K -165 -5%
CCAL
996
City Center Advisors LLC
Michigan
$296K +$1.47K +16 +0.5%
OIS
997
OneAscent Investment Solutions
Alabama
$294K -$126K -1,372 -30%
MC
998
Moors & Cabot
Massachusetts
$294K +$293K +3,201 New
PCM
999
PenderFund Capital Management
British Columbia, Canada
$294K +$293K +3,200 New
SL
1000
SWMG LLC
Texas
$293K -$2.06M -22,530 -88%
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40
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