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

Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$457M -$228M -2,494,899 -33%
Bank of America
2
Bank of America
North Carolina
$399M -$125M -1,363,050 -24%
State Street
3
State Street
Massachusetts
$138M -$58.7M -642,315 -30%
Morgan Stanley
4
Morgan Stanley
New York
$119M +$12.2M +133,975 +11%
FM
5
Forward Management
California
$118M -$79.5M -869,974 -40%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$117M -$67.2M -735,654 -36%
UCFA
7
United Capital Financial Advisors
Texas
$113M -$68.6M -750,618 -38%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$111M +$111M +1,219,675 +743,704%
AII
9
AGF Investments Inc
Ontario, Canada
$111M -$134M -1,470,609 -55%
UBS Group
10
UBS Group
Switzerland
$87.3M +$10.6M +115,813 +14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$74.9M +$13.9M +152,300 +23%
Wells Fargo
12
Wells Fargo
California
$35.7M +$5.43M +59,402 +18%
BWM
13
Biltmore Wealth Management
Arizona
$31.3M -$178K -1,945 -0.6%
IA
14
IndexIQ Advisors
New York
$19.4M -$11.1M -121,933 -36%
FIM
15
Freedom Investment Management
Connecticut
$16.1M +$15.6M +170,433 +3,175%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$15.5M +$8.82M +96,522 +132%
HighTower Advisors
17
HighTower Advisors
Illinois
$15.2M +$2.84M +31,063 +23%
CWM
18
CIBC World Markets
New York
$13.5M +$2.06M +22,500 +18%
LPL Financial
19
LPL Financial
California
$13M -$3.16M -34,565 -20%
SC
20
Scotia Capital
Ontario, Canada
$11.2M – – –
SEI Investments
21
SEI Investments
Pennsylvania
$10M +$2.05M +22,442 +26%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$7.88M +$7.88M +86,253 New
AssetMark Inc
23
AssetMark Inc
California
$6.98M +$1.32M +14,438 +23%
Goldman Sachs
24
Goldman Sachs
New York
$6.97M -$569K -6,226 -8%
SWA
25
SFMG Wealth Advisors
Texas
$6.87M -$690K -7,550 -9%
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