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

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
176
Waterloo Capital
Texas
$417K -$387K -3,895 -48%
AA
177
Alesco Advisors
New York
$399K – – –
FIM
178
Freedom Investment Management
Connecticut
$399K -$181K -1,823 -31%
SWM
179
Stapp Wealth Management
Washington
$386K – – –
HWP
180
Highline Wealth Partners
California
$355K -$268K -2,698 -43%
CSPIA
181
Cary Street Partners Investment Advisory
Virginia
$350K -$69.5K -700 -17%
DAS
182
Dynamic Advisor Solutions
Arizona
$348K +$92K +927 +36%
FFN
183
Focus Financial Network
Minnesota
$337K -$16.8K -169 -5%
MA
184
MONECO Advisors
Connecticut
$335K +$116K +1,171 +53%
PWG
185
Portside Wealth Group
Utah
$324K -$54.4K -548 -14%
ORC
186
O'Rourke & Company
Massachusetts
$322K +$9.13K +92 +3%
BAM
187
Belpointe Asset Management
Nevada
$321K -$1.45M -14,615 -82%
FCA
188
Fortis Capital Advisors
Kansas
$321K -$1.45M -14,615 -82%
BCA
189
Bay Colony Advisors
Massachusetts
$319K -$43.3K -436 -12%
HIC
190
Hartline Investment Corp
Illinois
$319K +$319K +3,210 New
WAM
191
Worth Asset Management
Texas
$307K -$85.9K -865 -22%
TSS
192
Two Sigma Securities
New York
$297K +$76.9K +775 +35%
UCFA
193
United Capital Financial Advisors
Texas
$293K -$175K -1,758 -37%
TLP
194
Trinity Legacy Partners
Texas
$291K -$4.14M -41,663 -93%
JCM
195
Jacobi Capital Management
Pennsylvania
$285K -$877K -8,838 -75%
GLA
196
Good Life Advisors
Pennsylvania
$275K +$274K +2,765 New
SG
197
StoneX Group
New York
$267K +$266K +2,682 New
APWA
198
Atlas Private Wealth Advisors
New Jersey
$263K -$7.06M -71,157 -96%
GVAG
199
Great Valley Advisor Group
Delaware
$262K +$14.3K +144 +6%
AA
200
AlphaQ Advisors
Florida
$261K -$76.9K -775 -23%
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