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

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
176
KPP Advisory Services
Kentucky
$793K -$3.39M -34,181 -81%
DACG
177
Donor Advised Charitable Giving
California
$770K +$6.75K +68 +0.9%
TCG
178
Transcendent Capital Group
Oklahoma
$754K -$37.8K -381 -5%
NRG
179
Nemes Rush Group
Michigan
$751K +$47.7K +480 +7%
OFG
180
Opulen Financial Group
Virginia
$736K +$20K +201 +3%
CAG
181
Csenge Advisory Group
Florida
$723K +$345K +3,475 +92%
SIM
182
Studio Investment Management
Illinois
$709K -$482K -4,852 -41%
SFSG
183
Sound Financial Strategies Group
Mississippi
$665K -$521K -5,243 -44%
DAS
184
Dynamic Advisor Solutions
Arizona
$632K -$49K -493 -7%
GWM
185
Gibbs Wealth Management
Georgia
$605K -$34K -342 -5%
SFO
186
Stokes Family Office
Louisiana
$572K -$452K -4,550 -44%
OFI
187
Outbound Financial Inc
Colorado
$569K
AWM
188
Avior Wealth Management
Nebraska
$553K -$151K -1,516 -21%
BCA
189
Bay Colony Advisors
Massachusetts
$525K +$11.2K +113 +2%
MW
190
Marks Wealth
Maryland
$521K +$186K +1,869 +56%
DWG
191
Darden Wealth Group
Michigan
$518K +$29.8K +300 +6%
CI
192
CacheTech Inc
Utah
$512K +$1.99K +20 +0.4%
Betterment LLC
193
Betterment LLC
New York
$499K +$168K +1,696 +51%
CF
194
Convergence Financial
Missouri
$484K -$83.1K -837 -15%
EFG
195
Embree Financial Group
Illinois
$460K -$162K -1,630 -26%
JSL
196
JT Stratford LLC
Georgia
$456K +$160K +1,615 +54%
RA
197
RFG Advisory
Alabama
$443K +$5.66K +57 +1%
I2I
198
Insight 2811 Inc
Illinois
$437K -$23.8K -240 -5%
PIA
199
Perennial Investment Advisors
California
$424K +$99 +1 +0%
SWM
200
Silverlake Wealth Management
Vermont
$423K +$423K +4,255 New