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State Street SPDR Bloomberg 3-12 Month T-Bill ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$361M -$5.09M -51,228 -1%
Bank of America
2
Bank of America
North Carolina
$129M -$3.3M -33,217 -2%
MIM
3
Miller Investment Management
Pennsylvania
$122M -$3.53M -35,523 -3%
Ameriprise
4
Ameriprise
Minnesota
$110M -$31.1M -313,087 -22%
SIG
5
Sargent Investment Group
Maryland
$64.5M +$9.79M +98,573 +18%
Osaic Holdings
6
Osaic Holdings
Arizona
$62M +$1.87M +18,810 +3%
Wells Fargo
7
Wells Fargo
California
$59.9M -$3.52M -35,428 -6%
PCP
8
Proficio Capital Partners
Massachusetts
$52.7M +$23.9M +240,947 +83%
Morgan Stanley
9
Morgan Stanley
New York
$44.1M -$2.61M -26,308 -6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$42.8M +$967K +9,737 +2%
IWC
11
Integrated Wealth Concepts
Massachusetts
$40.3M +$19.1M +192,354 +90%
UBS Group
12
UBS Group
Switzerland
$36.1M -$3.41M -34,300 -9%
BB
13
Bell Bank
North Dakota
$36M -$23.5M -236,287 -39%
Raymond James Financial
14
Raymond James Financial
Florida
$35.8M -$8.52M -85,811 -19%
MFGM
15
Marshall Financial Group (Maryland)
Maryland
$35.1M -$709K -7,145 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$34.4M -$783K -7,887 -2%
Truist Financial
17
Truist Financial
North Carolina
$33.4M +$5.16M +51,965 +18%
ODIJL
18
One Day In July LLC
Vermont
$32.7M +$114K +1,151 +0.4%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$27.6M +$944K +9,513 +4%
ATPW
20
Ashton Thomas Private Wealth
Arizona
$26.1M -$10.2M -103,158 -28%
PC
21
Pecaut & Co
Iowa
$25.8M +$361K +3,631 +1%
AOWM
22
Asset One Wealth Management
Washington
$25.2M +$1.58M +15,918 +7%
SA
23
SoundView Advisors
Washington
$24.4M -$1.14M -11,439 -4%
MML Investors Services
24
MML Investors Services
Massachusetts
$24.3M -$1.44M -14,461 -6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$23.8M +$3.3M +33,189 +16%