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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
401
Private Wealth Group
Florida
$353K -$9.24K -273 -3%
MCM
402
M1 Capital Management
Michigan
$350K +$56K +1,654 +19%
4A
403
4Wealth Advisors
Illinois
$337K -$2.91K -86 -0.9%
AW
404
Alteri Wealth
California
$334K +$18.8K +556 +6%
VCP
405
Verus Capital Partners
Arizona
$333K +$28.8K +850 +9%
AIM
406
Acropolis Investment Management
Missouri
$329K +$7.79K +230 +2%
VBFP
407
Valtinson Bruner Financial Planning
Minnesota
$327K +$58.3K +1,722 +22%
SI
408
Stirlingshire Investments
New York
$322K +$323K +9,536 New
VAG
409
VisionPoint Advisory Group
Texas
$318K -$42K -1,239 -12%
WCM
410
WealthTrak Capital Management
Virginia
$312K -$27.6K -815 -8%
LC
411
Legacy CG
Texas
$310K – – –
SC
412
Scotia Capital
Ontario, Canada
$308K -$67.2K -1,984 -18%
SG
413
StoneX Group
New York
$305K +$2.95K +87 +1%
WCP
414
Wick Capital Partners
Pennsylvania
$300K – – –
PP
415
PDS Planning
Ohio
$298K -$2.13K -63 -0.7%
CPG
416
Cornerstone Planning Group
New Jersey
$298K +$296K +8,748 +26,509%
1CM
417
1492 Capital Management
Wisconsin
$288K – – –
MSWM
418
McGlone Suttner Wealth Management
Wisconsin
$285K +$2.81K +83 +1%
EA
419
Eclectic Associates
California
$282K +$8.84K +261 +3%
HBS
420
Howard Bailey Securities
Indiana
$282K -$55.7K -1,644 -16%
WI
421
WBI Investments
New Jersey
$279K -$169 -5 -0.1%
TCWM
422
Total Clarity Wealth Management
Illinois
$273K +$273K +8,069 New
BIA
423
BHK Investment Advisors
Alabama
$270K -$33.9K -1,000 -11%
FNBOO
424
First National Bank of Omaha
Nebraska
$269K +$269K +7,943 New
BPWM
425
Badgley Phelps Wealth Managers
Washington
$269K +$269K +7,948 New
15 16
17
18 19