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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
301
Bartlett & Co Wealth Management
Ohio
$68.4K -$33.2K -900 -33%
BC
302
Bartlett & Co
Ohio
$68K -$33.2K -900 -33%
LWM
303
Liberty Wealth Management
California
$60K +$332 +9 +0.6%
GEA
304
Glen Eagle Advisors
New Jersey
$50.2K – – –
LDFR
305
Lehman & Derafelo Financial Resources
Pennsylvania
$49K – – –
JHCP
306
Jackson Hole Capital Partners
Oklahoma
$48K – – –
PGAM
307
Princeton Global Asset Management
New Jersey
$45K – – –
NFG
308
Next Financial Group
Texas
$43K +$7.71K +209 +22%
AIM
309
Anchor Investment Management
South Carolina
$41.7K – – –
PWM
310
Perigon Wealth Management
California
$41K +$40.9K +1,107 New
PA
311
Parallel Advisors
California
$40K – – –
MHR
312
Matthew Hamilton Rosenberg
$38K – – –
M
313
MOTCO
Texas
$37K – – –
BWM
314
Baystate Wealth Management
Massachusetts
$36K +$35.6K +965 New
AFS
315
Annapolis Financial Services
Maryland
$29K +$28.5K +771 New
MCC
316
Money Concepts Capital
Florida
$29K +$28.6K +776 New
FPW
317
Flagship Private Wealth
Massachusetts
$28.2K +$28.1K +761 New
IBOK
318
Independence Bank of Kentucky
Kentucky
$27K – – –
KFS
319
Kelly Financial Services
Massachusetts
$26.1K +$25.8K +699 +23,300%
CB
320
Community Bank
New York
$24K – – –
CHA
321
Carmichael Hill & Associates
Maryland
$20K +$4.61K +125 +29%
COCM
322
Charter Oak Capital Management
New Hampshire
$20K +$21.3K +576 New
SIC
323
Salem Investment Counselors
North Carolina
$19K – – –
CTFG
324
Capstone Triton Financial Group
Oklahoma
$15K +$14.6K +395 New
TI
325
tru Independence
Oregon
$14.8K +$1.95M +52,928 New
11 12
13
14 15