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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
426
TOP Private Wealth
Connecticut
$329K +$329K +9,822 New
AIM
427
Acropolis Investment Management
Missouri
$326K – – –
VAG
428
VisionPoint Advisory Group
Texas
$324K -$11.8K -352 -4%
YDMI
429
Y.D. More Investments
Israel
$311K +$148K +4,412 +90%
WF
430
Wayfinding Financial
Washington
$307K -$5.12K -153 -2%
ATC
431
Argent Trust Co
Tennessee
$307K +$72.2K +2,156 +31%
LC
432
Legacy CG
Texas
$296K – – –
SC
433
Scotia Capital
Ontario, Canada
$289K +$1.44K +43 +0.5%
TSMHT
434
Thurston Springer Miller Herd & Titak
Indiana
$283K +$12.5K +373 +5%
EA
435
Eclectic Associates
California
$277K -$2.81K -84 -1%
AA
436
ArborFi Advisors
Michigan
$270K +$26.8K +800 +11%
TA
437
TFB Advisors
Kansas
$268K +$1K +30 +0.4%
BIA
438
BHK Investment Advisors
Alabama
$268K – – –
WMA
439
Wealth Management Associates
New Jersey
$268K +$268K +8,000 New
BPWM
440
Badgley Phelps Wealth Managers
Washington
$266K – – –
ACA
441
Aptus Capital Advisors
Alabama
$265K -$171K -5,100 -39%
FNBOO
442
First National Bank of Omaha
Nebraska
$265K – – –
CWMGO
443
Capstone Wealth Management Group (Oregon)
Oregon
$263K +$263K +7,867 New
NGA
444
Naples Global Advisors
Florida
$263K +$263K +7,853 New
PWW
445
Pettyjohn Wood & White
Virginia
$262K – – –
GC
446
Grimes & Company
Massachusetts
$257K -$1.44K -43 -0.6%
4A
447
4Wealth Advisors
Illinois
$256K -$1.3K -39 -0.5%
SFA
448
Sequoia Financial Advisors
Ohio
$252K -$26.1K -781 -9%
JAA
449
Joel Adams & Associates
North Carolina
$250K +$15.9K +475 +7%
PP
450
PDS Planning
Ohio
$248K -$41.3K -1,234 -14%
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