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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
301
Parallel Advisors
California
$39K – – –
MHR
302
Matthew Hamilton Rosenberg
$37K – – –
PFGIA
303
Patriot Financial Group Insurance Agency
Massachusetts
$36K -$147K -4,023 -80%
M
304
MOTCO
Texas
$36K – – –
GEA
305
Glen Eagle Advisors
New Jersey
$35.5K -$8.21K -225 -19%
BWM
306
Baystate Wealth Management
Massachusetts
$34K -$19.1K -523 -36%
CTB
307
Country Trust Bank
Illinois
$34K +$34K +932 New
LWM
308
Liberty Wealth Management
California
$31K -$29.3K -804 -49%
SSB
309
Sandy Spring Bank
Maryland
$29K +$29.2K +800 New
AFS
310
Annapolis Financial Services
Maryland
$28K – – –
CHA
311
Carmichael Hill & Associates
Maryland
$20K – – –
COCM
312
Charter Oak Capital Management
New Hampshire
$20K – – –
CP
313
Castleview Partners
Texas
$18K +$18.2K +498 New
CB
314
Community Bank
New York
$17K – – –
AWA
315
Arkadios Wealth Advisors
Georgia
$16K – – –
FA
316
Faithward Advisors
Pennsylvania
$14K -$223K -6,106 -94%
CPFP
317
Clear Perspectives Financial Planning
Ohio
$12K – – –
TA
318
Tectonic Advisors
Texas
$11K – – –
SWM
319
Spire Wealth Management
Virginia
$11K +$9.38K +257 +467%
HWM
320
HighMark Wealth Management
Minnesota
$11K +$10.6K +289 New
CHC
321
City Holding Co
West Virginia
$11K +$11K +300 New
FPS
322
Fieldpoint Private Securities
Connecticut
$11K +$11K +300 New
CFFP
323
Center for Financial Planning
Michigan
$10K – – –
FFA
324
Founders Financial Alliance
North Carolina
$10K +$10K +275 New
FHA
325
First Horizon Advisors
Tennessee
$7K – – –
11 12
13
14 15