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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
301
MGB Wealth Management
Texas
$890K +$310K +9,395 +54%
FPWM
302
FSB Premier Wealth Management
Iowa
$872K -$197K -5,973 -19%
CIAS
303
Capital Investment Advisory Services
North Carolina
$857K +$63.2K +1,918 +8%
CPA
304
Cardiff Park Advisors
California
$848K – – –
SAW
305
Signal Advisors Wealth
Michigan
$844K +$61.9K +1,879 +8%
GS
306
GWN Securities
Florida
$840K +$833K +25,267 New
AWG
307
Altus Wealth Group
Colorado
$815K -$34.1K -1,035 -4%
CCC
308
Compass Capital Corp
Massachusetts
$805K – – –
CL
309
Choreo LLC
Illinois
$804K -$252K -7,658 -24%
BWP
310
Balboa Wealth Partners
Arizona
$787K -$121K -3,662 -13%
SG
311
StoneX Group
New York
$777K -$49.9K -1,513 -6%
MWM
312
Marion Wealth Management
Pennsylvania
$774K -$87.2K -2,646 -10%
BFA
313
Bragg Financial Advisors
North Carolina
$764K – – –
MWM
314
Mascagni Wealth Management
Mississippi
$747K – – –
HH
315
Hilltop Holdings
Texas
$730K +$281K +8,518 +63%
IAN
316
Integrated Advisors Network
Texas
$729K -$10.1K -306 -1%
HBS
317
Howard Bailey Securities
Indiana
$717K -$165K -4,994 -19%
BPA
318
Beacon Pointe Advisors
California
$714K -$23.5K -713 -3%
GKWIM
319
Gerber Kawasaki Wealth & Investment Management
California
$688K -$142K -4,315 -17%
RWM
320
Rialto Wealth Management
New York
$685K -$143K -4,347 -17%
WA
321
Wealthstar Advisors
Texas
$677K -$18.5K -561 -3%
DTC
322
Davidson Trust Company
Washington
$671K -$42.8K -1,298 -6%
LPT
323
Legacy Private Trust
Wisconsin
$664K – – –
PIA
324
Perennial Investment Advisors
California
$662K +$17.1K +518 +3%
BP
325
BNP Paribas
France
$655K +$117K +3,539 +22%
11 12
13
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