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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
526
Walsh & Associates
Florida
$20.3K +$20.3K +599 New
LFG
527
Larson Financial Group
Missouri
$20.1K -$11.6K -343 -37%
SS
528
Sunbelt Securities
Texas
$18.8K – – –
SC
529
SouthState Corp
Florida
$15.7K – – –
AA
530
Ancora Advisors
Ohio
$13.5K – – –
KCM
531
Key Capital Management
Tennessee
$13.2K +$13.2K +389 New
PB
532
Prosperity Bancshares
Texas
$13K +$13K +385 New
FCT
533
Family Capital Trust
Massachusetts
$12.6K – – –
BWM
534
Bullock Wealth Management
Indiana
$12.2K +$169 +5 +1%
AFG
535
Albion Financial Group
Utah
$11.7K +$11.8K +347 New
WIM
536
Westside Investment Management
California
$11.7K – – –
SFG
537
Strive Financial Group
Indiana
$11.3K +$11.3K +333 New
CFFP
538
Center for Financial Planning
Michigan
$8.76K – – –
BHWM
539
Bay Harbor Wealth Management
Maryland
$7.95K +$7.96K +235 New
BFO
540
Biltmore Family Office
North Carolina
$7.88K – – –
AIC
541
Archer Investment Corporation
Indiana
$7.78K -$3.42K -101 -31%
KBFS
542
Kohmann Bosshard Financial Services
Ohio
$7.51K +$7.52K +222 New
WWM
543
Wolff Wiese Magana
California
$6.83K – – –
EWM
544
Evolution Wealth Management
Florida
$6.69K +$4.81K +142 +254%
PB
545
Pinnacle Bancorp
Nebraska
$6.49K – – –
FMII
546
Farmers & Merchants Investments Inc
Nebraska
$6.29K -$1.66K -49 -21%
GFA
547
Godfrey Financial Associates
New York
$6.05K +$6.06K +179 New
Q1WB
548
Quest 10 Wealth Builders
Virginia
$5.24K -$440 -13 -8%
NEAM
549
New England Asset Management
Connecticut
$5.07K – – –
SWP
550
Strategic Wealth Partners
Ohio
$4.9K +$4.91K +145 New
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