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

Name Holding Trade Value Shares
Change 		Change in
Stake
BWMG
151
Barnes Wealth Management Group
California
$1.17M -$48.8K -491 -4%
BAM
152
Belpointe Asset Management
Nevada
$1.15M +$54.2K +546 +5%
MPW
153
Magnolia Private Wealth
Pennsylvania
$1.13M -$784K -7,889 -41%
P
154
&Partners
Tennessee
$1.11M -$67.7K -682 -6%
FTUS
155
Flow Traders U.S.
New York
$1.09M -$1.91M -19,247 -64%
PHS
156
Pekin Hardy Strauss
Illinois
$1.08M -$97.3K -980 -8%
PWM
157
Parkway Wealth Management
Texas
$1.07M +$1.07M +10,789 New
FHA
158
Flagship Harbor Advisors
Massachusetts
$1.04M -$212K -2,138 -17%
KFGK
159
Keystone Financial Group (Kentucky)
Kentucky
$1.01M +$51.1K +515 +5%
CA
160
CoreCap Advisors
Michigan
$1M -$55.2K -556 -5%
DCM
161
DGS Capital Management
New Jersey
$990K +$27.6K +278 +3%
PPWM
162
Premier Private Wealth Management
Florida
$977K +$978K +9,851 New
MCM
163
MAI Capital Management
Ohio
$966K -$35.3K -355 -4%
RA
164
RiverTree Advisors
Florida
$959K -$103K -1,035 -10%
LIA
165
Lynx Investment Advisory
District of Columbia
$958K +$13.4K +135 +1%
PAYA
166
Phil A. Younker & Associates
Alaska
$927K – – –
GVAG
167
Great Valley Advisor Group
Delaware
$917K +$33.4K +336 +4%
SW
168
SteelPeak Wealth
California
$904K +$905K +9,110 New
SWM
169
Silverlake Wealth Management
Vermont
$898K +$476K +4,796 +113%
VPP
170
Vertex Planning Partners
Illinois
$888K +$19.5K +196 +2%
SWA
171
Sightline Wealth Advisors
Connecticut
$882K +$6.06K +61 +0.7%
NRG
172
Nemes Rush Group
Michigan
$870K +$122K +1,228 +16%
GWM
173
GK Wealth Management
Nevada
$860K -$155K -1,560 -15%
MA
174
MCF Advisors
Kentucky
$858K -$277K -2,789 -24%
SWP
175
Strategic Wealth Partners
Ohio
$853K -$46.4K -467 -5%
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