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

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$119M +$85.4M +859,276 +254%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$104M +$63.3M +637,301 +156%
Bank of America
3
Bank of America
North Carolina
$97.8M +$79.2M +797,176 +431%
AWS
4
AJ Wealth Strategies
New York
$66.4M +$1.73M +17,436 +3%
TWM
5
TMD Wealth Management
Arizona
$41M +$40.9M +411,880 New
Renaissance Technologies
6
Renaissance Technologies
New York
$29.8M +$18.6M +187,600 +169%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$25.9M +$12.7M +127,827 +97%
CIA
8
Choate Investment Advisors
Massachusetts
$24.4M -$27.7M -278,508 -53%
Osaic Holdings
9
Osaic Holdings
Arizona
$23.9M +$13.1M +131,649 +121%
WPW
10
Waldron Private Wealth
Pennsylvania
$23M +$22.9M +230,806 New
DWM
11
Dakota Wealth Management
Florida
$19.2M -$866K -8,714 -4%
EWA
12
EP Wealth Advisors
California
$19.1M +$20.7M +207,986 New
BCMIO
13
Beacon Capital Management Inc (Ohio)
Ohio
$18M +$18M +180,902 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$16.7M +$13.7M +138,007 +467%
CAMG
15
CWA Asset Management Group
Florida
$16.4M +$13.2M +132,432 +407%
SIG
16
Sargent Investment Group
Maryland
$16.2M +$16.2M +163,079 New
WCAMG
17
Woodard & Company Asset Management Group
North Carolina
$15.1M +$15.1M +152,022 New
ATPW
18
Ashton Thomas Private Wealth
Arizona
$14.3M +$14.2M +143,248 New
FHA
19
Flagship Harbor Advisors
Massachusetts
$14.2M +$14.2M +142,607 New
PAM
20
Peak Asset Management
Colorado
$14M +$14M +140,525 New
KLI
21
Kelman-Lazarov Inc
Tennessee
$13.6M +$1.03M +10,346 +8%
DWA
22
Delos Wealth Advisors
Texas
$12.2M +$12.2M +122,355 New
EH
23
Equitable Holdings
New York
$10.5M +$10.5M +105,621 New
CF
24
Centaurus Financial
California
$10.4M +$8.88M +89,319 +593%
HighTower Advisors
25
HighTower Advisors
Illinois
$10.4M +$10.3M +104,080 New