We are live on ! Find out more
VBIL

Vanguard 0-3 Month Treasury Bill ETF
VBIL

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
176
GSB Wealth Management
Connecticut
$752K – – –
SDWIA
177
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$749K +$749K +9,925 New
WKWM
178
Walter & Keenan Wealth Management
Indiana
$744K +$744K +9,857 New
ARA
179
Approach Retirement Advisors
Alabama
$742K +$742K +9,832 New
CL
180
Choreo LLC
Illinois
$721K +$52.3K +693 +8%
BWP
181
Burling Wealth Partners
Illinois
$705K -$656K -8,689 -48%
CAG
182
Carroll Advisory Group
Texas
$688K +$689K +9,127 New
CA
183
Clune & Associates
Illinois
$673K +$674K +8,923 New
CPW
184
Catalyst Private Wealth
California
$663K -$113K -1,503 -15%
FWM
185
Focused Wealth Management
New York
$642K -$22.7M -300,114 -97%
RIS
186
Retirement Income Solutions
Michigan
$629K – – –
GFM
187
GEN Financial Management
Minnesota
$616K +$617K +8,168 New
TC
188
TAGStone Capital
North Carolina
$607K +$200K +2,656 +49%
BI
189
Beckerman Institutional
New Jersey
$566K – – –
PNAA
190
Pictet North America Advisors
Switzerland
$566K +$271K +3,590 +92%
TCP
191
TMB Capital Partners
Arkansas
$535K +$536K +7,095 New
PAG
192
Private Advisor Group
New Jersey
$534K -$265K -3,513 -33%
PIFP
193
Partners in Financial Planning
Virginia
$534K +$266K +3,520 +99%
BCP
194
Blackhawk Capital Partners
Wisconsin
$515K – – –
MWM
195
Modern Wealth Management
Kansas
$513K -$4.46M -59,142 -90%
PPC
196
Pennington Partners & Co
Maryland
$510K +$510K +6,760 New
MCIA
197
Mountain Capital Investment Advisors
Colorado
$504K +$503K +6,662 New
PCI
198
Planning Center Inc
Illinois
$495K -$45.9K -608 -8%
KAS
199
Kestra Advisory Services
Texas
$493K +$493K +6,532 New
CFC
200
Coyle Financial Counsel
Illinois
$479K +$479K +6,349 New
6 7
8
9 10