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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
376
Argent Advisors
Louisiana
$221K – – –
MWM
377
MGB Wealth Management
Texas
$220K – – –
PWMG
378
Private Wealth Management Group
New Jersey
$219K +$8.68K +268 +4%
PIM
379
Penobscot Investment Management
Massachusetts
$217K +$4.86K +150 +2%
FWM
380
Fonville Wealth Management
Virginia
$215K – – –
CFD
381
Creative Financial Designs
Indiana
$215K +$17.9K +553 +9%
D
382
Diversified
Delaware
$214K – – –
C1AG
383
Client 1st Advisory Group
Florida
$213K -$31.6K -975 -13%
SCP
384
Stevens Capital Partners
Nebraska
$207K +$206K +6,353 New
WMA
385
West Michigan Advisors
Michigan
$207K -$5.38K -166 -3%
CT
386
Caldwell Trust
Florida
$206K +$205K +6,340 New
FAP
387
Financial Advisory Partners
Florida
$205K +$204K +6,299 New
AFG
388
Atomi Financial Group
New York
$204K -$143K -4,419 -41%
CF
389
Centaurus Financial
California
$182K -$59.7K -1,844 -25%
BCV
390
Banque Cantonale Vaudoise
Switzerland
$179K – – –
AIC
391
Archer Investment Corporation
Indiana
$170K -$30.3K -935 -15%
HCP
392
Hexagon Capital Partners
Arkansas
$161K +$15.2K +468 +10%
TRCT
393
Tower Research Capital (TRC)
New York
$157K +$61.3K +1,894 +64%
GFPC
394
Global Financial Private Client
Florida
$144K – – –
GM
395
GeoWealth Management
Illinois
$117K +$117K +3,604 New
OSNBOA
396
Old Second National Bank of Aurora
Illinois
$114K -$13.2K -407 -10%
WIA
397
Wetzel Investment Advisors
Indiana
$111K +$27.3K +844 +33%
RFS
398
Richardson Financial Services
Massachusetts
$101K +$25.8K +795 +34%
HIIFS
399
Harel Insurance Investments & Financial Services
Israel
$100K – – –
NS
400
NBC Securities
Alabama
$97K +$9.91K +306 +11%
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16
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