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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
FTS
301
Fifth Third Securities
Ohio
$860K -$114K -3,448 -12%
TFA
302
Transamerica Financial Advisors
Florida
$859K +$304K +9,196 +56%
CPA
303
Cardiff Park Advisors
California
$857K – – –
CL
304
Choreo LLC
Illinois
$843K +$29.9K +904 +4%
CCC
305
Compass Capital Corp
Massachusetts
$805K – – –
AWG
306
Altus Wealth Group
Colorado
$782K -$40.2K -1,214 -5%
MPW
307
MGO Private Wealth
California
$765K -$457K -13,791 -38%
SL
308
Sentinus LLC
Illinois
$764K +$754K +22,766 New
MF
309
Meridian Financial
Massachusetts
$742K +$103K +3,100 +16%
MWM
310
Marion Wealth Management
Pennsylvania
$741K -$40.5K -1,224 -5%
OC
311
Oppenheimer & Co
New York
$739K +$305K +9,217 +72%
BPA
312
Beacon Pointe Advisors
California
$721K – – –
CIAS
313
CFS Investment Advisory Services
New Jersey
$715K -$702K -21,205 -50%
GKWIM
314
Gerber Kawasaki Wealth & Investment Management
California
$708K +$13K +394 +2%
AFP
315
Ausdal Financial Partners
Iowa
$707K +$131K +3,970 +23%
CAGAS
316
Capital Advisory Group Advisory Services
Minnesota
$688K +$450K +13,600 +197%
HBS
317
Howard Bailey Securities
Indiana
$679K -$44.6K -1,346 -6%
PIA
318
Perennial Investment Advisors
California
$676K +$7.68K +232 +1%
LPT
319
Legacy Private Trust
Wisconsin
$671K – – –
JSL
320
JT Stratford LLC
Georgia
$659K +$650K +19,625 New
IAN
321
Integrated Advisors Network
Texas
$655K -$79.8K -2,409 -11%
BFA
322
Bragg Financial Advisors
North Carolina
$654K -$115K -3,485 -15%
WA
323
Wealthstar Advisors
Texas
$651K -$31.8K -961 -5%
BP
324
BNP Paribas
France
$646K -$15.9K -479 -2%
HH
325
Hilltop Holdings
Texas
$645K -$91.1K -2,753 -13%
11 12
13
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