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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
426
J.W. Cole Advisors
Florida
$267K +$13.1K +386 +5%
PWW
427
Pettyjohn Wood & White
Virginia
$265K – – –
OIA
428
OneDigital Investment Advisors
Kansas
$265K -$88.6K -2,617 -25%
FAP
429
Financial Advisory Partners
Florida
$262K +$3.83K +113 +1%
TSMHT
430
Thurston Springer Miller Herd & Titak
Indiana
$252K +$236K +6,956 +1,369%
RIM
431
Redwood Investment Management
Arizona
$247K +$1.83K +54 +0.7%
RF
432
Rossby Financial
Florida
$245K -$22.1K -652 -8%
KIM
433
Kestra Investment Management
Texas
$242K +$1.39K +41 +0.6%
PWMG
434
Private Wealth Management Group
New Jersey
$242K -$6.57K -194 -3%
KWM
435
KW Wealth Management
California
$241K – – –
CF
436
Carlson Financial
Oregon
$241K +$241K +7,116 New
WA
437
Waystone Advisors
Washington
$240K +$241K +7,108 New
ATC
438
Argent Trust Co
Tennessee
$237K +$7.28K +215 +3%
AA
439
ArborFi Advisors
Michigan
$237K -$30.6K -903 -11%
TF
440
Trek Financial
Arizona
$237K +$30.8K +909 +15%
VA
441
VestGen Advisors
Illinois
$229K -$42.8K -1,263 -16%
PFM
442
Potomac Fund Management
Florida
$226K +$135 +4 +0.1%
APA
443
Astoria Portfolio Advisors
New York
$226K -$30.2K -892 -12%
DE
444
Diversified Enterprises
Delaware
$224K – – –
IFG
445
Independent Financial Group
California
$222K +$223K +6,576 New
PFM
446
Phillips Financial Management
Indiana
$221K +$745 +22 +0.3%
WMA
447
West Michigan Advisors
Michigan
$220K +$7.42K +219 +3%
MWM
448
Modera Wealth Management
New Jersey
$215K – – –
RA
449
RFG Advisory
Alabama
$215K -$33.2K -979 -13%
MWA
450
Medallion Wealth Advisors
Connecticut
$214K -$22K -650 -9%
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