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

Name Holding Trade Value Shares
Change
Change in
Stake
JSA
176
Jacobson & Schmitt Advisors
Wisconsin
$268K +$268K +2,700 New
FFN
177
Focus Financial Network
Minnesota
$262K +$262K +2,639 New
ORC
178
O'Rourke & Company
Massachusetts
$260K +$259K +2,613 New
DWM
179
Destination Wealth Management
California
$253K
Wealth Enhancement Advisory Services
180
Wealth Enhancement Advisory Services
Minnesota
$237K +$237K +2,388 New
GWM
181
Geneos Wealth Management
Colorado
$234K +$154K +1,550 +194%
NS
182
NBC Securities
Alabama
$225K +$225K +2,267 New
Comerica Bank
183
Comerica Bank
Texas
$224K +$223K +2,251 New
IGWM
184
ICA Group Wealth Management
Colorado
$215K
US Bancorp
185
US Bancorp
Minnesota
$109K +$109K +1,097 New
GRP
186
Global Retirement Partners
California
$106K -$118K -1,191 -53%
FFA
187
Farther Finance Advisors
California
$100K +$695 +7 +0.7%
SWM
188
Spire Wealth Management
Virginia
$99.4K
HI
189
Harbour Investments
Wisconsin
$55.9K -$89.7K -904 -62%
CFGS
190
Concourse Financial Group Securities
Alabama
$50.1K +$50K +504 New
PA
191
Parallel Advisors
California
$50.1K +$695 +7 +1%
Morgan Stanley
192
Morgan Stanley
New York
$49.7K -$81.5K -821 -62%
Fidelity Investments
193
Fidelity Investments
Massachusetts
$41.7K +$39.7K +400 +2,105%
AF
194
Allworth Financial
California
$30.9K
TSWM
195
Tyler-Stone Wealth Management
Ohio
$30K
VNA
196
Valley National Advisers
Pennsylvania
$30K
JFG
197
JDM Financial Group
Texas
$17.7K +$794 +8 +5%
JP Morgan Chase
198
JP Morgan Chase
New York
$15.4K -$356K -3,582 -96%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$8.54K -$528K -5,325 -98%
PCM
200
Penserra Capital Management
California
$7K -$12.6K -127 -63%