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SS Spdrb B 3-12M T-Bill ETF (BILS)

CUSIP: 78468R523 | NYSE | 530 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC394,183
0.1% of portfolio›$39.2M
One Day In July LLC337,725
2.3% of portfolio›$33.5M
Truist Financial Corp334,236
0.0% of portfolio›$33.2M
Asset One Wealth Management LLC284,614
2.4% of portfolio›$28.3M
Pecaut & Co.263,878
7.6% of portfolio›$26.2M
SoundView Advisors Inc.261,984
0.0% of portfolio›$26.0K
Ashton Thomas Private Wealth, LLC240,509
0.5% of portfolio›$23.9M
CWA Asset Management Group, LLC194,613
0.6% of portfolio›$19.3M
Bell Bank189,659
0.7% of portfolio›$18.8M
AlphaCore Capital LLC154,941
0.2% of portfolio›$15.4M
Treasure Coast Financial Planning154,207
7.3% of portfolio›$15.3M
DBK Financial Counsel, LLC149,292
11.9% of portfolio›$14.8M
Promethium Advisors,llc147,971
7.2% of portfolio›$14.7M
Cambridge Investment Research Advisors, Inc.144,232
0.0% of portfolio›$14.3K
Farther Finance Advisors, LLC105,889
0.1% of portfolio›$10.5M
Anson Capital, Inc.105,367
6.8% of portfolio›$10.5M
Total Clarity Wealth Management, Inc.94,739
1.8% of portfolio›$9.4M
Procyon Advisors, LLC78,246
0.3% of portfolio›$7.8M
Victory Financial Group, LLC70,087
0.6% of portfolio›$7.0M
Quadrant Capital Group LLC66,583
0.2% of portfolio›$6.6M
Csenge Advisory Group62,041
0.2% of portfolio›$6.2M
Concurrent Investment Advisors, LLC61,647
0.0% of portfolio›$6.1M
Capstone Wealth Management Group, Inc.55,249
3.2% of portfolio›$5.5M
Altiora Financial Group, LLC49,967
0.8% of portfolio›$5.0M
Independent Financial Group, LLC49,497
0.1% of portfolio›$4.9M
Waldron Private Wealth LLC46,008
0.2% of portfolio›$4.6M
Wealthcare Advisory Partners LLC43,028
0.1% of portfolio›$4.3M
Entrewealth, LLC40,320
1.4% of portfolio›$4.0M
Carrera Capital Advisors39,076
0.6% of portfolio›$3.9M
Atria Investments, Inc38,745
0.0% of portfolio›$3.8M
Hibernia Wealth Partners, LLC36,920
1.9% of portfolio›$3.7M
Kestra Advisory Services, LLC35,187
0.0% of portfolio›$3.5M
Kestra Private Wealth Services, LLC32,370
0.0% of portfolio›$3.2M
Guidance Capital, Inc29,528
0.6% of portfolio›$2.9M
Onyx Bridge Wealth Group LLC28,238
0.2% of portfolio›$2.8M
Weaver Capital Management LLC26,078
0.5% of portfolio›$2.6M
Beacon Capital Management, Inc.24,855
0.2% of portfolio›$2.5M
Gradient Capital Advisors, LLC22,757
0.5% of portfolio›$2.3M
MGO One Seven LLC20,527
0.0% of portfolio›$2.0M
Bright Futures Wealth Management, Llc.19,327
1.3% of portfolio›$1.9M
Capital Advisors, Ltd. LLC18,333
0.0% of portfolio›$1.8K
Citigroup Inc18,205
0.0% of portfolio›$1.8M
Blue Trust, Inc.16,750
0.0% of portfolio›$1.7M
Pacific Sage Partners, LLC16,198
0.2% of portfolio›$1.6M
Elevation Point Wealth Partners, LLC14,276
0.0% of portfolio›$1.4M
Parallel Advisors, LLC13,658
0.0% of portfolio›$1.4M
Kohmann Bosshard Financial Services, LLC13,609
0.1% of portfolio›$1.4M
Wedbush Securities Inc13,442
0.0% of portfolio›$1.3K
Lynx Investment Advisory13,266
0.4% of portfolio›$1.3M
Parsons Capital Management Inc12,865
0.1% of portfolio›$1.3M
Tortuga Wealth Management, Inc12,746
0.9% of portfolio›$1.3M
Patten Group, Inc.12,116
0.2% of portfolio›$1.2M
Iams Wealth Management, LLC12,051
0.4% of portfolio›$1.2M
Beacon Financial Group11,840
0.1% of portfolio›$1.2M
Woodard & Co Asset Management Group Inc11,731
0.2% of portfolio›$1.2M
Laurel OAK Wealth Management, LLC11,311
0.2% of portfolio›$1.1M
Flagship Harbor Advisors, LLC11,030
0.0% of portfolio›$1.1M
Prospera Financial Services Inc10,894
0.0% of portfolio›$1.1M
Pekin Hardy Strauss, Inc.10,165
0.1% of portfolio›$1.0M
National Wealth Management Group, LLC10,040
0.3% of portfolio›$997.3K
Retirement Planning Group, LLC9,620
0.0% of portfolio›$955.7K
Sheets Smith Wealth Management9,386
0.1% of portfolio›$932.4K
Parkway Wealth Management Group, LLC9,306
0.1% of portfolio›$924.5K
Tcfg Investment Advisors, LLC8,490
0.3% of portfolio›$843.4K
Acorn Financial Advisory Services Inc8,191
0.1% of portfolio›$813.8K
Silverlake Wealth Management LLC7,954
0.1% of portfolio›$790.2K
Transcendent Capital Group LLC7,644
0.3% of portfolio›$759.3K
Studio Investment Management LLC7,624
0.1% of portfolio›$757.4K
CoreCap Advisors, LLC7,621
0.0% of portfolio›$757.1K
XXI Wealth, LLC7,526
0.3% of portfolio›$747.6K
Core Wealth Partners LLC7,455
0.3% of portfolio›$740.6K
KPP Advisory Services LLC7,435
0.1% of portfolio›$738.6K
StoneX Group Inc.7,075
0.0% of portfolio›$703.1K
Manchester Capital Management LLC6,855
0.1% of portfolio›$681.0K
Nemes Rush Group LLC6,844
0.1% of portfolio›$679.9K
RiverTree Advisors, LLC6,431
0.4% of portfolio›$638.9K
GK Wealth Management LLC6,339
0.4% of portfolio›$629.7K
MCF Advisors LLC5,892
0.0% of portfolio›$585.3K
Highline Wealth Partners LLC5,872
0.1% of portfolio›$583.4K
Tableaux LLC5,656
0.2% of portfolio›$561.9K
Gibbs Wealth Management5,134
0.1% of portfolio›$510.0K
SteelPeak Wealth, LLC4,878
0.0% of portfolio›$484.6K
Ridgeline Wealth Planning, LLC4,758
0.3% of portfolio›$472.7K
Values First Advisors, Inc.4,709
0.2% of portfolio›$467.8K
Opulen Financial Group LLC4,700
0.3% of portfolio›$466.9K
Meridian Wealth Management, LLC4,595
0.0% of portfolio›$456.4K
Principle Wealth Partners LLC4,372
0.0% of portfolio›$434.3K
Outbound Financial Inc4,268
0.3% of portfolio›$424.0K
EverSource Wealth Advisors, LLC3,885
0.0% of portfolio›$385.9K
RFG Advisory, LLC3,832
0.0% of portfolio›$380.7K
Avior Wealth Management, LLC3,766
0.0% of portfolio›$374.1K
Gamma Investing LLC3,562
0.0% of portfolio›$353.8K
Wealth Enhancement Advisory Services, LLC3,551
0.0% of portfolio›$352.1K
Fifth Third Securities, Inc.3,297
0.0% of portfolio›$327.5K
Kings Path Partners LLC3,260
0.1% of portfolio›$323.8K
Facet Wealth, Inc.3,054
0.0% of portfolio›$303.4K
Chicago Partners Investment Group LLC2,898
0.0% of portfolio›$287.9K
Claro Advisors Inc.2,850
0.0% of portfolio›$283.1K
Vise Technologies, Inc.2,658
0.0% of portfolio›$264.1K
Turning Point Benefit Group, Inc.2,632
0.1% of portfolio›$260.8K
Councilor Wealth, LLC2,515
0.1% of portfolio›$249.9K
Sound Financial Strategies Group, LLC2,465
0.2% of portfolio›$244.9K
Horizon Wealth Management, LLC2,465
0.0% of portfolio›$244.8K
Patton Albertson Miller Group, LLC2,444
0.0% of portfolio›$242.8K
Diversify Advisory Services, LLC2,316
0.0% of portfolio›$229.7K
Diversify Wealth Management, LLC2,316
0.0% of portfolio›$229.7K
Aviance Capital Partners, LLC2,279
0.0% of portfolio›$226.4K
Summit Investment Advisory Services, LLC2,266
0.1% of portfolio›$225.1K
Creative Planning2,083
0.0% of portfolio›$206.9K
Etesian Wealth Advisors, Inc.2,039
0.1% of portfolio›$202.6K
James T. Borello RIA1,587
0.0% of portfolio›$157.7K
IFP Advisors, Inc1,568
0.0% of portfolio›$155.8K
Private Trust Co NA1,280
0.0% of portfolio›$127.2K
Financial Network Wealth Advisors LLC1,021
0.1% of portfolio›$101.4K
Provenance Wealth Advisors, LLC830
0.0% of portfolio›$82.5K
Rudd Co d/b/a Styre Wealth787
0.1% of portfolio›$78.1K
Mather Group, Llc.587
0.0% of portfolio›$58.3K
Maseco LLP390
0.0% of portfolio›$38.7K
Triumph Capital Management314
0.0% of portfolio›$31.2K
Pflug Koory, LLC274
0.0% of portfolio›$27.2K
Simplex Trading, LLC242
0.0% of portfolio›$24.0K
Harbor Investment Advisory, LLC216
0.0% of portfolio›$21.5K
Latitude Advisors, LLC141
0.0% of portfolio›$14.0K
Armstrong Advisory Group, Inc119
0.0% of portfolio›$11.8K
1620 Investment Advisors, Inc.100
0.0% of portfolio›$9.9K
Ascentis Independent Advisors86
0.0% of portfolio›$8.5K
Trust Co80
0.0% of portfolio›$7.9K
Cedar Mountain Advisors, LLC15
0.0% of portfolio›$1.5K
Assetmark, Inc4
0.0% of portfolio›$397
Holos Integrated Wealth LLC1
0.0% of portfolio›$82
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
394,183$39.2M0.1%ETFLowWaltham, MA2026-11-02
One Day In July LLC
337,725$33.5M2.3%ETFVery LowBurlington, VT2026-10-30
Truist Financial Corp
334,236$33.2M0.0%CoreLowCharlotte, NC2026-10-30
Asset One Wealth Management LLC
284,614$28.3M2.4%GrowthLowBellevue, WA2026-11-02
Pecaut & Co.
263,878$26.2M7.6%ETFLowSioux City, IA2026-10-27
SoundView Advisors Inc.
261,984$26.0K0.0%ETFMediumOlympia, WA2026-11-04
Ashton Thomas Private Wealth, LLC
240,509$23.9M0.5%CoreMediumScottsdale, AZ2026-11-03
CWA Asset Management Group, LLC
194,613$19.3M0.6%CoreMediumNaples, FL2026-10-19
Bell Bank
189,659$18.8M0.7%ETFLowFargo, ND2026-10-21
AlphaCore Capital LLC
154,941$15.4M0.2%ETFLowLa Jolla, CA2026-11-04
Treasure Coast Financial Planning
154,207$15.3M7.3%ETFVery LowVero Beach, FL2026-11-03
DBK Financial Counsel, LLC
149,292$14.8M11.9%ETFVery LowCuyahoga Falls, OH2026-10-13
Promethium Advisors,llc
147,971$14.7M7.2%CoreLowBethesda, MD2026-10-19
Cambridge Investment Research Advisors, Inc.
144,232$14.3K0.0%ETFLowFairfield, IA2026-11-02
Farther Finance Advisors, LLC
105,889$10.5M0.1%IndexLowSan Francisco, CA2026-10-08
Anson Capital, Inc.
105,367$10.5M6.8%ETFLowTyrone, GA2026-10-23
Total Clarity Wealth Management, Inc.
94,739$9.4M1.8%ETFMediumSt. Charles, IL2026-10-26
Procyon Advisors, LLC
78,246$7.8M0.3%CoreVery LowShelton, CT2026-10-21
Victory Financial Group, LLC
70,087$7.0M0.6%ETFLowAustin, TX2026-10-27
Quadrant Capital Group LLC
66,583$6.6M0.2%CoreLowCincinnati, OH2026-10-20
Csenge Advisory Group
62,041$6.2M0.2%ETFMediumClearwater, FL2026-11-04
Concurrent Investment Advisors, LLC
61,647$6.1M0.0%GrowthMediumTampa, FL2026-10-16
Capstone Wealth Management Group, Inc.
55,249$5.5M3.2%GrowthN/ABend, OR2026-10-19
Altiora Financial Group, LLC
49,967$5.0M0.8%ETFLowLebanon, OH2026-11-04
Independent Financial Group, LLC
49,497$4.9M0.1%GrowthLowSan Diego, CA2026-10-13
Waldron Private Wealth LLC
46,008$4.6M0.2%ETFVery LowBridgeville, PA2026-11-02
Wealthcare Advisory Partners LLC
43,028$4.3M0.1%ETFLowWest Chester, PA2026-10-21
Entrewealth, LLC
40,320$4.0M1.4%ETFLowAustin, TX2026-10-14
Carrera Capital Advisors
39,076$3.9M0.6%ETFMediumTroy, MI2026-11-03
Atria Investments, Inc
38,745$3.8M0.0%CoreMediumCharlotte, NC2026-10-15
Hibernia Wealth Partners, LLC
36,920$3.7M1.9%ETFVery LowBaton Rouge, LA2026-10-29
Kestra Advisory Services, LLC
35,187$3.5M0.0%CoreLowAustin, TX2026-11-02
Kestra Private Wealth Services, LLC
32,370$3.2M0.0%GrowthLowAustin, TX2026-10-30
Guidance Capital, Inc
29,528$2.9M0.6%ETFMediumLousville, KY2026-11-03
Onyx Bridge Wealth Group LLC
28,238$2.8M0.2%ETFMediumTarrytown, NY2026-10-16
Weaver Capital Management LLC
26,078$2.6M0.5%GrowthMediumSuwanee, GA2026-10-15
Beacon Capital Management, Inc.
24,855$2.5M0.2%ETFMediumDayton, OH2026-10-13
Gradient Capital Advisors, LLC
22,757$2.3M0.5%ETFLowSan Diego, CA2026-10-21
MGO One Seven LLC
20,527$2.0M0.0%GrowthLowBeachwood, OH2026-10-28
Bright Futures Wealth Management, Llc.
19,327$1.9M1.3%CoreHighWebster, Ny 14580, NY2026-10-23
Capital Advisors, Ltd. LLC
18,333$1.8K0.0%ETFLowShaker Heights, OH2026-10-27
Citigroup Inc
18,205$1.8M0.0%CoreMediumNew York, NY2026-11-04
Blue Trust, Inc.
16,750$1.7M0.0%ETFLowBrentwood, TN2026-10-15
Pacific Sage Partners, LLC
16,198$1.6M0.2%ETFLowEdmonds, WA2026-10-21
Elevation Point Wealth Partners, LLC
14,276$1.4M0.0%CoreHighDenver, CO2026-11-05
Parallel Advisors, LLC
13,658$1.4M0.0%IndexLowSan Francisco, CA2026-11-03
Kohmann Bosshard Financial Services, LLC
13,609$1.4M0.1%ETFLowFairlawn, OH2026-11-04
Wedbush Securities Inc
13,442$1.3K0.0%CoreLowPasadena, CA2026-10-22
Lynx Investment Advisory
13,266$1.3M0.4%ETFLowWashington, Dc, DC2026-10-27
Parsons Capital Management Inc
12,865$1.3M0.1%CoreLowProvidence, RI2026-10-28
Tortuga Wealth Management, Inc
12,746$1.3M0.9%CoreLowTorrance, CA2026-10-27
Patten Group, Inc.
12,116$1.2M0.2%CoreLowChattanooga, TN2026-10-26
Iams Wealth Management, LLC
12,051$1.2M0.4%CoreMediumOmaha, NE2026-10-15
Beacon Financial Group
11,840$1.2M0.1%ETFMediumDallas, TX2026-10-19
Woodard & Co Asset Management Group Inc
11,731$1.2M0.2%ETFMediumBermuda Run, NC2026-11-03
Laurel OAK Wealth Management, LLC
11,311$1.1M0.2%GrowthLowMarlton, NJ2026-10-19
Flagship Harbor Advisors, LLC
11,030$1.1M0.0%ETFMediumBoston, MA2026-10-26
Prospera Financial Services Inc
10,894$1.1M0.0%CoreMediumDallas, TX2026-11-04
Pekin Hardy Strauss, Inc.
10,165$1.0M0.1%ValueMediumChicago, IL2026-11-02
National Wealth Management Group, LLC
10,040$997.3K0.3%ETFMediumCincinnati, OH2026-10-26
Retirement Planning Group, LLC
9,620$955.7K0.0%ETFVery LowLeawood, KS2026-10-19
Sheets Smith Wealth Management
9,386$932.4K0.1%CoreLowWinston-Salem, NC2026-10-16
Parkway Wealth Management Group, LLC
9,306$924.5K0.1%ETFHighPlano, TX2026-10-20
Tcfg Investment Advisors, LLC
8,490$843.4K0.3%GrowthMediumLaguna Niguel, CA2026-10-20
Acorn Financial Advisory Services Inc
8,191$813.8K0.1%ETFMediumReston, VA2026-11-02
Silverlake Wealth Management LLC
7,954$790.2K0.1%ETFLowWilliston, VT2026-10-21
Transcendent Capital Group LLC
7,644$759.3K0.3%ETFMediumEdmond, OK2026-10-28
Studio Investment Management LLC
7,624$757.4K0.1%ETFLowChicago, IL2026-10-22
CoreCap Advisors, LLC
7,621$757.1K0.0%ETFMediumSouthfield, MI2026-10-08
XXI Wealth, LLC
7,526$747.6K0.3%GrowthLowChicago, IL2026-10-22
Core Wealth Partners LLC
7,455$740.6K0.3%GrowthLowSanta Rosa, CA2026-11-02
KPP Advisory Services LLC
7,435$738.6K0.1%GrowthMediumLouisville, KY2026-10-26
StoneX Group Inc.
7,075$703.1K0.0%ETFMediumNew York, NY2026-11-03
Manchester Capital Management LLC
6,855$681.0K0.1%CoreLowManchester, VT2026-10-22
Nemes Rush Group LLC
6,844$679.9K0.1%CoreVery LowNovi, MI2026-11-04
RiverTree Advisors, LLC
6,431$638.9K0.4%ETFMediumWinter Park, FL2026-10-13
GK Wealth Management LLC
6,339$629.7K0.4%GARPVery HighReno, NV2026-10-09
MCF Advisors LLC
5,892$585.3K0.0%ETFLowLexington, KY2026-10-28
Highline Wealth Partners LLC
5,872$583.4K0.1%ETFMediumSherman Oaks, CA2026-10-19
Tableaux LLC
5,656$561.9K0.2%ETFLowStockbridge, MA2026-10-23
Gibbs Wealth Management
5,134$510.0K0.1%CoreLowAlpharetta, GA2026-10-22
SteelPeak Wealth, LLC
4,878$484.6K0.0%GrowthHighWoodland Hills, CA2026-10-16
Ridgeline Wealth Planning, LLC
4,758$472.7K0.3%ETFLowCenterville, OH2026-10-29
Values First Advisors, Inc.
4,709$467.8K0.2%CoreMediumJohnson City, TN2026-10-23
Opulen Financial Group LLC
4,700$466.9K0.3%ETFVery LowArlington, VA2026-10-22
Meridian Wealth Management, LLC
4,595$456.4K0.0%GrowthLowLexington, KY2026-11-05
Principle Wealth Partners LLC
4,372$434.3K0.0%CoreVery LowMadison, CT2026-11-02
Outbound Financial Inc
4,268$424.0K0.3%ETFLowBoulder, CO2026-10-13
EverSource Wealth Advisors, LLC
3,885$385.9K0.0%CoreMediumBirmingham, AL2026-11-04
RFG Advisory, LLC
3,832$380.7K0.0%ETFMediumBirmingham, AL2026-11-03
Avior Wealth Management, LLC
3,766$374.1K0.0%ETFMediumOmaha, NE2026-10-13
Gamma Investing LLC
3,562$353.8K0.0%IndexVery LowFoster City, CA2026-10-08
Wealth Enhancement Advisory Services, LLC
3,551$352.1K0.0%CoreLowPlymouth, MN2026-10-13
Fifth Third Securities, Inc.
3,297$327.5K0.0%ETFLowCincinnati, OH2026-10-21
Kings Path Partners LLC
3,260$323.8K0.1%ETFVery LowSugar Land, TX2026-10-21
Facet Wealth, Inc.
3,054$303.4K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Chicago Partners Investment Group LLC
2,898$287.9K0.0%GARPLowChicago, IL2026-10-27
Claro Advisors Inc.
2,850$283.1K0.0%CoreLowBoston, MA2026-11-02
Vise Technologies, Inc.
2,658$264.1K0.0%IndexLowNew York, NY2026-10-29
Turning Point Benefit Group, Inc.
2,632$260.8K0.1%ETFMediumFrederick, MD2026-10-28
Councilor Wealth, LLC
2,515$249.9K0.1%ETFLowBethesda, MD2026-10-09
Sound Financial Strategies Group, LLC
2,465$244.9K0.2%ETFMediumMadison, MS2026-10-30
Horizon Wealth Management, LLC
2,465$244.8K0.0%ETFVery HighLa Grange, IL2026-11-02
Patton Albertson Miller Group, LLC
2,444$242.8K0.0%CoreLowChattanooga, TN2026-10-26
Diversify Advisory Services, LLC
2,316$229.7K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
2,316$229.7K0.0%GrowthMediumSandy, UT2026-10-20
Aviance Capital Partners, LLC
2,279$226.4K0.0%CoreLowNaples, FL2026-10-29
Summit Investment Advisory Services, LLC
2,266$225.1K0.1%ETFVery LowRoseville, MN2026-11-03
Creative Planning
2,083$206.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Etesian Wealth Advisors, Inc.
2,039$202.6K0.1%ETFLowWest Linn, OR2026-10-27
James T. Borello RIA
1,587$157.7K0.0%ETFVery LowEast Dundee, IL2026-10-16
IFP Advisors, Inc
1,568$155.8K0.0%GrowthLowTampa, FL2026-10-16
Private Trust Co NA
1,280$127.2K0.0%CoreLowCleveland, OH2026-10-20
Financial Network Wealth Advisors LLC
1,021$101.4K0.1%ETFLowMurray, UT2026-10-28
Provenance Wealth Advisors, LLC
830$82.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Rudd Co d/b/a Styre Wealth
787$78.1K0.1%ValueN/AFort Worth, TX2026-10-29
Mather Group, Llc.
587$58.3K0.0%ETFMediumChicago, IL2026-10-14
Maseco LLP
390$38.7K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Triumph Capital Management
314$31.2K0.0%ETFMediumDenver, CO2026-10-14
Pflug Koory, LLC
274$27.2K0.0%CoreVery LowOmaha, NE2026-10-26
Simplex Trading, LLC
242$24.0K0.0%CoreVery HighChicago, IL2026-11-04
Harbor Investment Advisory, LLC
216$21.5K0.0%GrowthLowLutherville, MD2026-10-13
Latitude Advisors, LLC
141$14.0K0.0%ETFLowYorkville, IL2026-10-27
Armstrong Advisory Group, Inc
119$11.8K0.0%ETFHighNeedham, MA2026-10-09
1620 Investment Advisors, Inc.
100$9.9K0.0%ValueLowPlymouth, MA2026-11-04
Ascentis Independent Advisors
86$8.5K0.0%ETFLowDallas, TX2026-11-03
Trust Co
80$7.9K0.0%ETFVery LowManhattan, KS2026-10-09
Cedar Mountain Advisors, LLC
15$1.5K0.0%ETFVery LowLake Oswego, OR2026-10-15
Assetmark, Inc
4$3970.0%ETFLowConcord, CA2026-10-21
Holos Integrated Wealth LLC
1$820.0%ETFLowKennett Square, PA2026-10-23