We are live on ! Find out more
BILS icon

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

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$2.32M +$2.32M +23,361 New
MML Investors Services
27
MML Investors Services
Massachusetts
$1.51M +$1.52M +15,255 New
CF
28
Centaurus Financial
California
$1.5M +$1.5M +15,065 New
G
29
GenTrust
Florida
$1.49M +$1.5M +15,047 New
ADL
30
Asset Dedication LLC
California
$1.29M +$1.29M +12,985 New
PCM
31
Parsons Capital Management
Rhode Island
$1.28M +$1.28M +12,895 New
TC
32
TownSquare Capital
Utah
$1.28M +$1.28M +12,859 New
TWD
33
True Wealth Design
Ohio
$1.18M +$1.18M +11,910 New
KAS
34
Kestra Advisory Services
Texas
$1.07M +$1.07M +10,733 New
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$1.02M +$1.02M +10,245 New
BWM
36
BCGM Wealth Management
Indiana
$993K – – –
WWM
37
WJ Wealth Management
Arizona
$974K +$975K +9,810 New
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$929K +$930K +9,355 New
KBFS
39
Kohmann Bosshard Financial Services
Ohio
$905K +$905K +9,111 New
CP
40
Castleview Partners
Texas
$858K +$39.7K +400 +5%
FLA
41
Financial Life Advisors
Texas
$825K +$301K +3,029 +57%
JCM
42
Jacobi Capital Management
Pennsylvania
$784K +$785K +7,898 New
EFL
43
ERn Financial LLC
Wisconsin
$759K +$759K +7,643 New
OPS
44
Orion Portfolio Solutions
Nebraska
$704K +$704K +7,089 New
KFGK
45
Keystone Financial Group (Kentucky)
Kentucky
$698K +$698K +7,026 New
OBWG
46
Onyx Bridge Wealth Group
New York
$594K +$594K +5,978 New
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$561K +$561K +5,650 New
SSWM
48
Sheets Smith Wealth Management
North Carolina
$531K +$531K +5,345 New
Vontobel Holding
49
Vontobel Holding
Switzerland
$496K +$497K +5,000 New
MA
50
Mutual Advisors
Nebraska
$387K +$387K +3,894 New
1
2
3