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

Name Holding Trade Value Shares
Change 		Change in
Stake
KPP
226
Kings Path Partners
Texas
$295K -$27.6K -278 -9%
EFG
227
Embree Financial Group
Illinois
$288K -$172K -1,728 -37%
CA
228
Claro Advisors
Massachusetts
$284K +$284K +2,864 New
GIPW
229
Granite Islands Private Wealth
Connecticut
$280K +$280K +2,824 New
RWP
230
Ridgeline Wealth Planning
Ohio
$271K -$4.57K -46 -2%
OAJ
231
Ogorek Anthony Joseph
New York
$269K – – –
IWM
232
IHT Wealth Management
Illinois
$268K -$49.7K -500 -16%
SF
233
Summit Financial
New Jersey
$254K -$57.6K -580 -18%
DWM
234
Destination Wealth Management
California
$253K – – –
HA
235
Hofer & Associates
California
$251K – – –
PTC
236
Private Trust Company
Ohio
$251K -$14.9K -150 -6%
I
237
INVST
Indiana
$247K +$2.38K +24 +1%
PWG
238
Portside Wealth Group
Utah
$238K -$67.6K -681 -22%
NCM
239
Northwest Capital Management
Oregon
$231K – – –
SIAS
240
Summit Investment Advisory Services
Minnesota
$225K – – –
SB
241
Strategic Blueprint
Georgia
$216K +$216K +2,176 New
CP
242
Camelot Portfolios
Ohio
$215K – – –
JSW
243
Journey Strategic Wealth
New Jersey
$202K -$11.5K -116 -5%
EWA
244
Etesian Wealth Advisors
Oregon
$202K +$1.49K +15 +0.7%
RWM
245
Revisor Wealth Management
Ohio
$201K +$200K +2,018 New
TPBG
246
Turning Point Benefit Group
Maryland
$162K -$726K -7,308 -82%
DJSG
247
D.J. St. Germain
Massachusetts
$162K +$28.5K +287 +21%
GI
248
GAMMA Investing
California
$140K +$2.38K +24 +2%
AWM
249
AE Wealth Management
Kansas
$135K -$16.6K -167 -11%
MSFP
250
Mark Sheptoff Financial Planning
Connecticut
$117K – – –
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