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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
426
Country Club Bank
Missouri
$269K -$3.97K -118 -1%
VBFP
427
Valtinson Bruner Financial Planning
Minnesota
$269K +$12.2K +362 +5%
AA
428
ArborFi Advisors
Michigan
$268K +$65.2K +1,937 +32%
RF
429
Rossby Financial
Florida
$267K +$370 +11 +0.1%
PWW
430
Pettyjohn Wood & White
Virginia
$265K +$263K +7,830 New
GFPC
431
Global Financial Private Client
Florida
$259K +$257K +7,652 New
FAP
432
Financial Advisory Partners
Florida
$259K +$2.89K +86 +1%
GC
433
Grimes & Company
Massachusetts
$259K +$257K +7,635 New
APA
434
Astoria Portfolio Advisors
New York
$254K -$1.63M -48,584 -87%
EAM
435
Empirical Asset Management
Massachusetts
$249K +$2.09K +62 +0.9%
PWMG
436
Private Wealth Management Group
New Jersey
$249K -$107K -3,172 -30%
RA
437
RFG Advisory
Alabama
$249K -$17K -506 -6%
RIM
438
Redwood Investment Management
Arizona
$246K -$10.8K -320 -4%
KIM
439
Kestra Investment Management
Texas
$242K +$11.2K +334 +5%
KWM
440
KW Wealth Management
California
$241K +$240K +7,119 New
ACI
441
Alpha Cubed Investments
California
$240K – – –
MWA
442
Medallion Wealth Advisors
Connecticut
$236K -$36.2K -1,076 -13%
ATC
443
Argent Trust Co
Tennessee
$230K – – –
PFM
444
Potomac Fund Management
Florida
$227K +$5.92K +176 +3%
CWMK
445
Caliber Wealth Management (Kansas)
Kansas
$226K -$7.4K -220 -3%
DE
446
Diversified Enterprises
Delaware
$224K +$101 +3 +0%
BBA
447
Braun-Bostich & Associates
Pennsylvania
$221K +$11.3K +336 +5%
PFM
448
Phillips Financial Management
Indiana
$221K -$4.78K -142 -2%
BFG
449
Berger Financial Group
Minnesota
$217K -$11.4K -339 -5%
CA
450
CoreCap Advisors
Michigan
$216K +$32.7K +973 +18%
16 17
18
19 20