We are live on ! Find out more
SPIB icon

State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
201
Wescott Financial Advisory Group
Pennsylvania
$672K -$702K -21,537 -50%
SFA
202
Sequoia Financial Advisors
Ohio
$664K -$9.48K -291 -1%
CAN
203
Cetera Advisor Networks
California
$663K +$145K +4,455 +27%
FWM
204
Focused Wealth Management
New York
$640K -$4.01K -123 -0.6%
HI
205
Harbour Investments
Wisconsin
$634K – – –
IP
206
Ignite Planners
California
$623K +$107K +3,281 +20%
JCM
207
Jacobi Capital Management
Pennsylvania
$623K +$648K +19,895 New
NB
208
NBT Bank
New York
$597K -$17.4K -535 -3%
CAG
209
Crestwood Advisors Group
Massachusetts
$595K -$42.3K -1,299 -6%
VVP
210
Venture Visionary Partners
Ohio
$571K – – –
IA
211
IFG Advisory
Georgia
$560K -$293 -9 -0.1%
WAS
212
Winch Advisory Services
Wisconsin
$544K +$25.8K +790 +5%
MPW
213
Melone Private Wealth
Michigan
$542K +$1.73K +53 +0.3%
CFMC
214
Curbstone Financial Management Corp
New Hampshire
$533K – – –
FAIM
215
Financial Advocates Investment Management
Washington
$528K +$4.86K +149 +2%
AAM
216
Ameraudi Asset Management
New York
$528K +$549K +16,853 New
NCG
217
Newport Capital Group
New Jersey
$521K +$266K +8,151 +100%
PTC
218
Private Trust Company
Ohio
$520K +$365K +11,185 +206%
CFP
219
Cypress Financial Planning
New Jersey
$512K -$4.11K -126 -0.8%
API
220
Advisor Partners II
California
$511K +$532K +16,315 New
BS
221
Boenning & Scattergood
Pennsylvania
$502K +$163 +5 +0%
ACK
222
Andrew C. Karlinski
$498K -$412K -12,628 -44%
CS
223
Credit Suisse
Switzerland
$493K +$112K +3,426 +28%
TW
224
Towerpoint Wealth
California
$491K -$146K -4,485 -22%
AFAS
225
Acorn Financial Advisory Services
Virginia
$491K +$2.9K +89 +0.6%
7 8
9
10 11