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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
251
Urban Wealth Management
California
$254K +$257K +7,771 New
PFG
252
Peterson Financial Group
Iowa
$251K -$32.2K -975 -11%
IWM
253
IHT Wealth Management
Illinois
$246K +$249K +7,539 New
EA
254
Eclectic Associates
California
$244K -$4.43K -134 -2%
MHR
255
Matthew Hamilton Rosenberg
$241K – – –
ACI
256
Alpha Cubed Investments
California
$240K – – –
LFAS
257
Level Four Advisory Services
Texas
$238K +$34.1K +1,031 +16%
LPT
258
Legacy Private Trust
Wisconsin
$232K -$695K -21,016 -75%
PCM
259
Poehling Capital Management
Wisconsin
$232K – – –
PA
260
Procyon Advisors
Connecticut
$227K +$230K +6,963 New
RIM
261
Rockbridge Investment Management
New York
$225K -$215K -6,490 -49%
RT
262
Rockland Trust
Massachusetts
$220K -$402K -12,168 -64%
EP
263
Eudaimonia Partners
Tennessee
$219K +$222K +6,713 New
AIC
264
Archer Investment Corporation
Indiana
$218K -$3.04K -92 -1%
TA
265
TrueWealth Advisors
Alabama
$218K +$221K +6,677 New
T
266
TNF
Montana
$215K -$16.7K -504 -7%
LAS
267
LWM Advisory Services
Florida
$212K -$44.4K -1,342 -17%
CFD
268
Creative Financial Designs
Indiana
$209K -$20.1K -609 -9%
SIM
269
Sadoff Investment Management
Wisconsin
$206K – – –
CL
270
CPWM LLC
Washington
$204K +$1.42K +43 +0.7%
WMA
271
West Michigan Advisors
Michigan
$203K -$84.5K -2,557 -29%
MCA
272
Magnolia Capital Advisors
Mississippi
$203K – – –
CF
273
Centaurus Financial
California
$202K -$169K -5,100 -45%
EWA
274
EP Wealth Advisors
California
$183K -$206K -6,237 -53%
CA
275
CoreCap Advisors
Michigan
$182K -$31.2K -944 -14%
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11
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