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

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1301
Freedom Investment Management
Connecticut
– -$381K -4,153 Closed
CAM
1302
Clark Asset Management
New Hampshire
– -$366K -3,993 Closed
PPWP
1303
Premier Path Wealth Partners
New Jersey
– -$366K -3,987 Closed
IP
1304
Ignite Planners
California
– -$362K -3,942 Closed
RFS
1305
Richardson Financial Services
Massachusetts
– -$341K -3,715 Closed
MWM
1306
MinichMacGregor Wealth Management
New York
– -$339K -3,699 Closed
AFS
1307
Access Financial Services
Minnesota
– -$334K -3,643 Closed
VBFP
1308
Valtinson Bruner Financial Planning
Minnesota
– -$324K -3,537 Closed
OWA
1309
Outlook Wealth Advisors
Texas
– -$315K -3,435 Closed
EAM
1310
Empirical Asset Management
Massachusetts
– -$315K -3,430 Closed
EA
1311
Emerald Advisors
Washington
– -$294K -3,207 Closed
FA
1312
Flagstar Advisors
New York
– -$288K -3,138 Closed
DAS
1313
Dynamic Advisor Solutions
Arizona
– -$284K -3,095 Closed
GS
1314
GWN Securities
Florida
– -$274K -2,983 Closed
CFA
1315
Capstone Financial Advisors
Illinois
– -$272K -2,966 Closed
BMCM
1316
Bryn Mawr Capital Management
Pennsylvania
– -$263K -2,871 Closed
RAM
1317
Revere Asset Management
Texas
– -$263K -2,870 Closed
RI
1318
Rinkey Investments
California
– -$258K -2,808 Closed
AC
1319
Attessa Capital
Arizona
– -$257K -2,798 Closed
YWM
1320
Yukon Wealth Management
Kansas
– -$250K -2,729 Closed
TVM
1321
True Vision MN
Minnesota
– -$246K -2,683 Closed
OFS
1322
Oldfather Financial Services
Nebraska
– -$245K -2,673 Closed
ACM
1323
Argyle Capital Management
Pennsylvania
– -$234K -2,552 Closed
PTP
1324
Platform Technology Partners
New York
– -$232K -2,528 Closed
DWP
1325
Daymark Wealth Partners
Ohio
– -$225K -2,451 Closed