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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
426
Foresight Wealth Management
Utah
– -$1.88M -59,915 Closed
PWM
427
Peterson Wealth Management
Nevada
– -$1.75M -55,825 Closed
Goldman Sachs
428
Goldman Sachs
New York
– -$1.68M -53,715 Closed
VVP
429
Venture Visionary Partners
Ohio
– -$571K -18,254 Closed
ACK
430
Andrew C. Karlinski
– -$498K -15,908 Closed
HIC
431
Hartline Investment Corp
Illinois
– -$426K -13,605 Closed
CST
432
Charles Schwab Trust
Nevada
– -$394K -12,591 Closed
BPWM
433
Badgley Phelps Wealth Managers
Washington
– -$334K -10,667 Closed
PFA
434
Peak Financial Advisors
Colorado
– -$321K -10,241 Closed
FTS
435
Fifth Third Securities
Ohio
– -$307K -9,816 Closed
PIM
436
Penobscot Investment Management
Massachusetts
– -$272K -8,698 Closed
SWIG
437
Strategic Wealth Investment Group
Kentucky
– -$259K -8,274 Closed
TWM
438
Tanager Wealth Management
United Kingdom
– -$256K -8,177 Closed
CWA
439
Clearview Wealth Advisors
Oregon
– -$251K -8,025 Closed
SC
440
Savant Capital
Illinois
– -$238K -7,612 Closed
SS
441
Simplicity Solutions
Minnesota
– -$237K -7,552 Closed
SWA
442
Stratos Wealth Advisors
Ohio
– -$237K -7,551 Closed
PA
443
Procyon Advisors
Connecticut
– -$218K -6,963 Closed
LFAS
444
Level Four Advisory Services
Texas
– -$216K -6,896 Closed
HR
445
Howe & Rusling
New York
– -$135K -4,295 Closed
HIIFS
446
Harel Insurance Investments & Financial Services
Israel
– -$76K -2,441 Closed
ODG
447
O'Dell Group
Ohio
– -$75K -2,383 Closed
LDFR
448
Lehman & Derafelo Financial Resources
Pennsylvania
– -$41K -1,322 Closed
JHCP
449
Jackson Hole Capital Partners
Oklahoma
– -$40K -1,286 Closed
M1FG
450
Mach-1 Financial Group
Arkansas
– -$37K -1,187 Closed
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