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

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
151
Private Trust Company
Ohio
$649K +$68.6K +691 +12%
RPCA
152
Running Point Capital Advisors
California
$646K +$646K +6,514 New
ASN
153
Advisory Services Network
Georgia
$623K -$14.9K -150 -2%
HWP
154
Highline Wealth Partners
California
$622K -$87.4K -881 -12%
KFGK
155
Keystone Financial Group (Kentucky)
Kentucky
$597K
WAP
156
Wealthcare Advisory Partners
Pennsylvania
$587K +$37.7K +380 +7%
FIM
157
Freedom Investment Management
Connecticut
$579K +$579K +5,836 New
VA
158
Valmark Advisers
Ohio
$557K
VPP
159
Vertex Planning Partners
Illinois
$541K +$2.28K +23 +0.4%
Wolverine Trading
160
Wolverine Trading
Illinois
$510K +$511K +5,147 New
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$501K -$2.02M -20,396 -80%
MG
162
Marex Group
$496K +$496K +5,000 New
CIA
163
Concurrent Investment Advisors
Florida
$487K +$488K +4,917 New
FCM
164
Fairbanks Capital Management
California
$485K
UCFA
165
United Capital Financial Advisors
Texas
$466K -$378K -3,807 -45%
BPA
166
Beacon Pointe Advisors
California
$463K +$463K +4,671 New
NF
167
NavPoint Financial
Minnesota
$427K +$427K +4,306 New
GWM
168
Geneos Wealth Management
Colorado
$424K +$191K +1,925 +82%
CSPIA
169
Cary Street Partners Investment Advisory
Virginia
$419K -$417K -4,203 -50%
LL
170
LWMG LLC
Minnesota
$415K +$7.24K +73 +2%
AA
171
Alesco Advisors
New York
$398K
WAM
172
Worth Asset Management
Texas
$392K -$21.2K -214 -5%
JFG
173
Jefferies Financial Group
New York
$391K -$99.2K -1,000 -20%
SWM
174
Stapp Wealth Management
Washington
$385K
PWG
175
Portside Wealth Group
Utah
$377K -$92.9K -936 -20%