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

Name Holding Trade Value Shares
Change 		Change in
Stake
GS
201
GTS Securities
Florida
$423K -$3.32M -33,451 -89%
MWM
202
Modern Wealth Management
Kansas
$422K -$16.7K -168 -4%
PI
203
PFG Investments
New York
$420K -$31.1K -313 -7%
MT
204
Midwest Trust
Kansas
$415K – – –
MWM
205
Meridian Wealth Management
Kentucky
$414K +$88.3K +889 +27%
ACM
206
Advance Capital Management
Michigan
$399K -$73.7K -742 -16%
CPRC
207
Consolidated Portfolio Review Corp
New York
$384K +$3.38K +34 +0.9%
WCAMG
208
Woodard & Company Asset Management Group
North Carolina
$379K -$68.9K -694 -15%
LEFP
209
Leading Edge Financial Planning
Tennessee
$374K +$373K +3,754 New
MBI
210
May Barnhard Investments
Maryland
$357K -$52K -524 -13%
SFPG
211
Stonebridge Financial Planning Group
Florida
$354K -$114K -1,150 -24%
AI
212
Atria Investments
North Carolina
$341K +$340K +3,423 New
KPP
213
Kings Path Partners
Texas
$324K +$112K +1,127 +53%
SG
214
StoneX Group
New York
$321K -$759K -7,645 -70%
IWM
215
IHT Wealth Management
Illinois
$318K -$74.5K -750 -19%
SWM
216
Stapp Wealth Management
Washington
$316K – – –
SF
217
Summit Financial
New Jersey
$313K +$312K +3,140 New
PWP
218
Principle Wealth Partners
Connecticut
$311K – – –
PWG
219
Portside Wealth Group
Utah
$306K -$18.3K -184 -6%
SW
220
Simplicity Wealth
New Jersey
$283K -$162K -1,636 -36%
RWP
221
Ridgeline Wealth Planning
Ohio
$277K -$4.87K -49 -2%
OAJ
222
Ogorek Anthony Joseph
New York
$270K – – –
PTC
223
Private Trust Company
Ohio
$267K -$40.3K -406 -13%
DWM
224
Destination Wealth Management
California
$253K – – –
HA
225
Hofer & Associates
California
$252K -$40.2K -405 -14%
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