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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWM
451
Future Financial Wealth Management
Ohio
$8.3K +$8.29K +254 New
BIM
452
Breakwater Investment Management
Washington
$8.01K +$7.99K +245 New
RG
453
Retirement Group
California
$8.01K – – –
SWM
454
Spire Wealth Management
Virginia
$7.94K – – –
SC
455
SouthState Corp
Florida
$6.87K +$6.85K +210 New
QCG
456
Quadrant Capital Group
Ohio
$6.8K +$6.79K +208 New
VL
457
Vima LLC
Michigan
$6.69K – – –
WAG
458
Wiser Advisor Group
Arizona
$6.63K +$33 +1 +0.5%
WWM
459
Wolff Wiese Magana
California
$6.6K – – –
APC
460
Aspire Private Capital
North Carolina
$6.6K -$33 -1 -0.5%
PB
461
Pinnacle Bancorp
Nebraska
$6.28K – – –
AEPWM
462
Atlantic Edge Private Wealth Management
Florida
$6.24K -$881 -27 -12%
SSB
463
Sandy Spring Bank
Maryland
$5.53K +$5.51K +169 New
CWM
464
CarsonAllaria Wealth Management
Illinois
$4.58K +$4.57K +140 New
EWM
465
EPG Wealth Management
Georgia
$4.57K +$33 +1 +0.7%
CPG
466
Cornerstone Planning Group
New Jersey
$4.43K +$4.47K +137 New
BTI
467
Blue Trust Inc
Georgia
$3.76K +$3.75K +115 New
GWSA
468
Global Wealth Strategies & Associates
Colorado
$3.33K +$3.33K +102 New
FRA
469
Front Row Advisors
California
$3.3K +$3.29K +101 New
IF
470
Integrity Financial
Wyoming
$3.11K – – –
ITIM
471
Indiana Trust & Investment Management
Indiana
$3.01K – – –
WIC
472
Woodmont Investment Counsel
Tennessee
$2.48K +$2.48K +76 New
TVWM
473
Tower View Wealth Management
Wisconsin
$2.32K +$2.32K +71 New
CFB
474
Cullen/Frost Bankers
Texas
$2.29K -$6.52K -200 -74%
WAM
475
WFA Asset Management
Wisconsin
$2.13K +$2.12K +65 New
17 18
19
20 21