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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
351
RFG Advisory
Alabama
$292K -$61.5K -1,898 -17%
GVAG
352
Great Valley Advisor Group
Delaware
$289K -$58.3K -1,800 -17%
SC
353
Scotia Capital
Ontario, Canada
$285K +$44.7K +1,379 +19%
AIM
354
Acropolis Investment Management
Missouri
$281K – – –
BS
355
Banco Santander
Spain
$278K -$3.05M -94,125 -92%
DWM
356
Drive Wealth Management
Utah
$273K -$22.2K -684 -8%
EFP
357
Elser Financial Planning
Indiana
$272K +$270K +8,347 New
RJT
358
Raymond James Trust
Florida
$268K +$22.5K +695 +9%
LAM
359
LifePro Asset Management
California
$266K -$70.2K -2,168 -21%
SAM
360
Strategy Asset Managers
California
$265K +$267K +8,250 New
SW
361
SlateStone Wealth
Florida
$263K – – –
T
362
Tidemark
California
$256K -$424K -13,096 -62%
CIAS
363
Capital Investment Advisory Services
North Carolina
$256K – – –
PIWA
364
Prevail Innovative Wealth Advisors
Kansas
$249K -$784K -24,209 -76%
PFS
365
Prospera Financial Services
Texas
$247K -$2.75M -84,833 -92%
S4W
366
Solutions 4 Wealth
Texas
$246K +$244K +7,542 New
CFG
367
Cooper Financial Group
California
$245K +$15.2K +468 +7%
CWM
368
Connecticut Wealth Management
Connecticut
$239K – – –
PFM
369
Phillips Financial Management
Indiana
$237K -$105K -3,228 -31%
MW
370
Maia Wealth
Colorado
$233K +$230K +7,099 New
NG
371
Norden Group
Utah
$232K +$1.94K +60 +0.8%
SC
372
Savant Capital
Illinois
$230K +$229K +7,072 New
ACI
373
Alpha Cubed Investments
California
$230K -$7.87K -243 -3%
BFG
374
Berger Financial Group
Minnesota
$227K – – –
EWA
375
EverSource Wealth Advisors
Alabama
$224K +$26.3K +812 +14%
13 14
15
16 17