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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
251
Outlook Wealth Advisors
Texas
$330K -$5.94K -161 -2%
SW
252
SlateStone Wealth
Florida
$329K -$16.6K -450 -5%
BFA
253
Beacon Financial Advisory
Ohio
$329K +$11K +298 +3%
CIAS
254
Capital Investment Advisory Services
North Carolina
$325K -$2.47K -67 -0.8%
UWM
255
USAdvisors Wealth Management
Minnesota
$324K +$322K +8,729 New
AFP
256
Ausdal Financial Partners
Iowa
$314K +$312K +8,442 New
AWA
257
Acorn Wealth Advisors
Michigan
$309K +$307K +8,315 New
NCG
258
Newport Capital Group
New Jersey
$303K +$301K +8,151 New
MWC
259
MBM Wealth Consultants
Missouri
$299K +$297K +8,046 New
RMAM
260
Raab & Moskowitz Asset Management
New Jersey
$289K +$3.65K +99 +1%
GPWA
261
Great Point Wealth Advisors
Massachusetts
$288K -$24.2K -656 -8%
GSEP
262
Golden State Equity Partners
California
$288K +$287K +7,771 New
EA
263
Eclectic Associates
California
$287K +$285K +7,728 New
TAM
264
Tucker Asset Management
Colorado
$284K +$282K +7,642 New
MIS
265
Morningstar Investment Services
Illinois
$281K -$47.4K -1,285 -15%
OC
266
Oppenheimer & Co
New York
$274K +$57.9K +1,569 +27%
MAFM
267
Mid Atlantic Financial Management
Pennsylvania
$273K -$20.9K -565 -7%
SL
268
Savior LLC
Massachusetts
$273K +$164K +4,435 +153%
PP
269
PrairieView Partners
Minnesota
$271K -$46.8K -1,267 -15%
MCA
270
Magnolia Capital Advisors
Mississippi
$267K -$3.51K -95 -1%
CCA
271
Catalyst Capital Advisors
New York
$264K – – –
PCM
272
Poehling Capital Management
Wisconsin
$264K – – –
RJT
273
Raymond James Trust
Florida
$260K – – –
CAG
274
Csenge Advisory Group
Florida
$258K -$67.9K -1,841 -21%
TCM
275
Teza Capital Management
Illinois
$250K – – –
9 10
11
12 13