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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
376
Creative Financial Designs
Indiana
$252K +$29.2K +878 +13%
SC
377
Savant Capital
Illinois
$249K +$10.3K +310 +4%
MF
378
Meridian Financial
Massachusetts
$238K +$234K +7,050 New
FAP
379
Financial Advisory Partners
Florida
$237K +$23.9K +720 +11%
CF
380
Centaurus Financial
California
$236K +$47.3K +1,422 +25%
BFG
381
Berger Financial Group
Minnesota
$235K – – –
T
382
Tidemark
California
$231K -$34.1K -1,025 -13%
AA
383
Argent Advisors
Louisiana
$229K – – –
PIM
384
Penobscot Investment Management
Massachusetts
$228K +$3.32K +100 +1%
MW
385
Maia Wealth
Colorado
$226K -$9.3K -280 -4%
USCWA
386
U.S. Capital Wealth Advisors
Texas
$226K +$223K +6,703 New
PFM
387
Phillips Financial Management
Indiana
$226K -$19.2K -578 -8%
SCP
388
Stevens Capital Partners
Nebraska
$223K +$8.77K +264 +4%
FWM
389
Fonville Wealth Management
Virginia
$223K – – –
D
390
Diversified
Delaware
$222K – – –
DE
391
Diversified Enterprises
Delaware
$222K +$218K +6,573 New
CIS
392
Continental Investors Services
Washington
$221K +$218K +6,571 New
C1AG
393
Client 1st Advisory Group
Florida
$220K – – –
WMA
394
West Michigan Advisors
Michigan
$218K +$3.89K +117 +2%
CT
395
Caldwell Trust
Florida
$214K – – –
AAM
396
Ameraudi Asset Management
New York
$212K +$209K +6,284 New
WFAG
397
Wescott Financial Advisory Group
Pennsylvania
$206K +$204K +6,125 New
CAG
398
Csenge Advisory Group
Florida
$206K +$205K +6,177 New
IWM
399
IHT Wealth Management
Illinois
$201K +$199K +5,976 New
EWA
400
EverSource Wealth Advisors
Alabama
$201K -$27K -812 -12%
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16
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