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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
$228M -$132M -1,438,482 -37%
JPG
2
Jordan Park Group
California
$124M +$124M +1,350,000 New
Morgan Stanley
3
Morgan Stanley
New York
$123M -$16M -174,321 -11%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$122M +$31.2M +341,016 +35%
Bank of America
5
Bank of America
North Carolina
$92.2M -$58.3M -637,338 -39%
UBS Group
6
UBS Group
Switzerland
$88M -$4.77M -52,095 -5%
IA
7
IndexIQ Advisors
New York
$66.9M +$32.9M +359,759 +97%
State Street
8
State Street
Massachusetts
$49.3M +$23M +251,211 +88%
Wells Fargo
9
Wells Fargo
California
$45.7M +$4.61M +50,414 +11%
SEI Investments
10
SEI Investments
Pennsylvania
$40.8M -$3.64M -39,749 -8%
JCM
11
Jacobi Capital Management
Pennsylvania
$27.8M -$216K -2,366 -0.8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$27.7M +$22.7M +248,167 +456%
PFG
13
Piershale Financial Group
Illinois
$26.1M -$38.8M -423,692 -60%
MM
14
Main Management
California
$25.5M +$4.1M +44,757 +19%
PAMU
15
Pictet Asset Management (UK)
United Kingdom
$24.2M +$12.9M +140,999 +114%
UCFA
16
United Capital Financial Advisors
Texas
$23.4M -$4.55M -49,715 -16%
BCM
17
Brasada Capital Management
Texas
$17.8M +$8.4M +91,757 +89%
TA
18
Tiedemann Advisors
New York
$15.8M +$15.8M +172,631 New
MMEA
19
Main Management ETF Advisors
California
$15.8M +$2.37M +25,900 +18%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$15.4M -$706K -7,713 -4%
AIP
21
Almanack Investment Partners
Pennsylvania
$14.8M +$14.8M +161,658 New
BFG
22
Beacon Financial Group
Texas
$14.7M +$856K +9,356 +6%
SC
23
Scotia Capital
Ontario, Canada
$13M -$236K -2,580 -2%
VM
24
Value Monitoring
California
$12.8M +$9.34M +102,124 New
PWAG
25
Polaris Wealth Advisory Group
California
$12.7M -$14.1K -154 -0.1%
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