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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
526
AllSquare Wealth Management
New York
$10.6K – – –
CFFP
527
Center for Financial Planning
Michigan
$8.7K – – –
FFWM
528
Future Financial Wealth Management
Ohio
$8.53K – – –
BIM
529
Breakwater Investment Management
Washington
$8.23K – – –
WWM
530
Wolff Wiese Magana
California
$6.78K – – –
LFG
531
Larson Financial Group
Missouri
$6.55K -$54.6K -1,648 -89%
PB
532
Pinnacle Bancorp
Nebraska
$6.45K – – –
CJH
533
Christopher J. Hasenberg
Wisconsin
$6.14K – – –
AAP
534
Arax Advisory Partners
Colorado
$5.82K – – –
AWM
535
Abound Wealth Management
Tennessee
$5.61K +$5.53K +167 New
Q1WB
536
Quest 10 Wealth Builders
Virginia
$5.34K +$66 +2 +1%
BIG
537
Brooklyn Investment Group
New York
$5.21K +$5.13K +155 New
NEAM
538
New England Asset Management
Connecticut
$5.04K – – –
RFG
539
REAP Financial Group
Texas
$4.67K – – –
AF
540
Advisornet Financial
Minnesota
$4.06K +$4.01K +121 New
EWM
541
EPG Wealth Management
Georgia
$3.77K -$464 -14 -11%
FWA
542
Flagship Wealth Advisors
Massachusetts
$3.36K +$3.31K +100 New
PMIM
543
Prudent Man Investment Management
Colorado
$3.28K – – –
IF
544
Integrity Financial
Wyoming
$3.19K – – –
ABWM
545
Alpine Bank Wealth Management
Colorado
$2.92K +$2.88K +87 New
AC
546
AlphaCore Capital
California
$2.82K +$2.78K +84 New
CFB
547
Cullen/Frost Bankers
Texas
$2.35K – – –
RF
548
Robinswood Financial
Washington
$2.15K – – –
C
549
Covestor
United Kingdom
$2K +$1.79K +54 +300%
EWM
550
Evolution Wealth Management
Florida
$1.88K +$1.85K +56 New
20 21
22
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