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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

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