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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
APFP
501
Action Point Financial Planning
Michigan
$68K +$68K +2,032 New
BWS
502
Buck Wealth Strategies
Colorado
$63.8K +$63.8K +1,907 New
MG
503
Mather Group
Illinois
$59.4K +$2.88K +86 +5%
BLC
504
Brown, Lisle/Cummings
Rhode Island
$56.8K +$33.8K +1,010 +147%
PP
505
PFS Partners
New Jersey
$52.6K – – –
CCWM
506
Cassaday & Co Wealth Management
Virginia
$51.5K – – –
BWL
507
Bogart Wealth LLC
Virginia
$46.5K – – –
AC
508
AlphaCore Capital
California
$44.4K +$502 +15 +1%
TCOT
509
Trust Company of Toledo
Ohio
$44.2K – – –
LWCFA
510
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43.8K – – –
VR
511
Vision Retirement
New Jersey
$40K +$435 +13 +1%
OSAM
512
O'Shaughnessy Asset Management
Connecticut
$39K +$37.2K +1,113 +2,140%
GEA
513
Glen Eagle Advisors
New Jersey
$38.2K – – –
CSB
514
City State Bank
Iowa
$37.8K – – –
SEP
515
Signature Equity Partners
Ohio
$37.8K +$7.03K +210 +23%
AIM
516
Anchor Investment Management
South Carolina
$37.5K – – –
IAIM
517
International Assets Investment Management
Florida
$37.1K +$36.9K +1,103 +10,027%
CFD
518
Creative Financial Designs
Indiana
$36.4K -$402 -12 -1%
CFM
519
Compass Financial Management
Florida
$35.9K +$35.9K +1,074 New
PA
520
Parallel Advisors
California
$33.5K -$82.3K -2,458 -71%
DF
521
Dunhill Financial
United Kingdom
$33.4K – – –
HCM
522
Hollencrest Capital Management
California
$31K – – –
WSFS
523
Wilmington Savings Fund Society
Delaware
$28.5K – – –
AIP
524
Ameritas Investment Partners
Nebraska
$27.4K +$4.68K +140 +21%
WCM
525
Winthrop Capital Management
Indiana
$26K – – –
19 20
21
22 23