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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
401
World Investment Advisors
California
$385K -$45K -1,332 -10%
VBFP
402
Valtinson Bruner Financial Planning
Minnesota
$376K +$52.8K +1,562 +16%
SWMG
403
Stillwater Wealth Management Group
Florida
$375K +$378K +11,184 New
MCM
404
M1 Capital Management
Michigan
$375K +$28.1K +831 +8%
VCP
405
Verus Capital Partners
Arizona
$373K +$43.8K +1,295 +13%
TCWM
406
Total Clarity Wealth Management
Illinois
$368K +$98.2K +2,905 +36%
PWG
407
Private Wealth Group
Florida
$366K +$15.5K +460 +4%
SAI
408
Savvy Advisors Inc
New York
$359K -$37.9K -1,121 -9%
WCP
409
Wealthcare Capital Partners
Pennsylvania
$359K +$1.18K +35 +0.3%
CFG
410
Carter Financial Group
Illinois
$348K -$7.3K -216 -2%
AW
411
Alteri Wealth
California
$342K +$10.6K +313 +3%
VAG
412
VisionPoint Advisory Group
Texas
$336K +$21.3K +630 +7%
IWP
413
Integrity Wealth Partners
California
$336K +$339K +10,022 New
SI
414
Stirlingshire Investments
New York
$331K +$10.8K +321 +3%
DB
415
Dravo Bay
Delaware
$329K +$331K +9,810 New
IFG
416
Independent Financial Group
California
$327K +$108K +3,187 +48%
AIM
417
Acropolis Investment Management
Missouri
$326K – – –
WF
418
Wayfinding Financial
Washington
$313K -$316K -9,362 -50%
BCV
419
Banque Cantonale Vaudoise
Switzerland
$307K +$110K +3,261 +55%
LC
420
Legacy CG
Texas
$297K -$10.7K -317 -3%
PP
421
PDS Planning
Ohio
$290K -$5.24K -155 -2%
SC
422
Scotia Capital
Ontario, Canada
$289K -$16.9K -501 -6%
EA
423
Eclectic Associates
California
$281K +$743 +22 +0.3%
EFP
424
Elser Financial Planning
Indiana
$279K +$282K +8,347 New
SFA
425
Sequoia Financial Advisors
Ohio
$278K -$120K -3,542 -30%
15 16
17
18 19