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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
101
Moment Partners
California
$10.7M +$10.8M +318,949 New
PF
102
Phoenix Financial
Israel
$10.7M +$326K +9,653 +3%
AFA
103
AllGen Financial Advisors
Florida
$10.3M +$1.01M +29,757 +11%
GWP
104
Gateway Wealth Partners
Wisconsin
$10.3M +$6.53M +193,327 +169%
CF
105
Collier Financial
Colorado
$10.2M +$99.8K +2,953 +1%
MA
106
MCF Advisors
Kentucky
$10.2M +$10.3M +304,298 New
BMCM
107
Burns Matteson Capital Management
New York
$10.1M +$1.1M +32,563 +12%
AI
108
Auour Investments
Massachusetts
$10.1M +$302K +8,945 +3%
PIA
109
Pinion Investment Advisors
Kansas
$10.1M -$137K -4,042 -1%
NAM
110
NorthCrest Asset Manangement
Minnesota
$9.91M +$3.72M +110,071 +59%
RP
111
Rice Partnership
Hawaii
$9.6M +$2.93M +86,753 +43%
SSWM
112
Sheets Smith Wealth Management
North Carolina
$9.56M -$49.3K -1,460 -0.5%
KCAM
113
Kagan Cocozza Asset Management
New Jersey
$9.27M -$85.3K -2,523 -0.9%
FWP
114
Flatrock Wealth Partners
California
$9.11M +$936K +27,686 +11%
AFS
115
Amtrust Financial Services
New York
$9.07M – – –
NS
116
NBC Securities
Alabama
$8.89M +$1.49M +44,214 +20%
RC
117
Roundview Capital
New Jersey
$8.56M +$296K +8,752 +4%
FPN
118
Financial Planning Navigators
Minnesota
$8.53M +$310K +9,161 +4%
FFP
119
Forbes Financial Planning
Rhode Island
$8.49M +$510K +15,083 +6%
IP
120
Ignite Planners
California
$8.45M +$330K +9,766 +4%
NP
121
Nilsine Partners
Colorado
$8.38M +$1.46M +43,304 +21%
FPCG
122
Forum Private Client Group
Indiana
$8.31M +$1.51M +44,792 +22%
VIM
123
Vista Investment Management
Pennsylvania
$8.23M -$109K -3,214 -1%
IPW
124
Impact Partnership Wealth
Georgia
$8.06M +$683K +20,204 +9%
SPC
125
Sigma Planning Corp
Michigan
$7.94M +$978K +28,942 +14%
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