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State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
201
Sequoia Financial Advisors
Ohio
$664K -$9.48K -291 -1%
CAN
202
Cetera Advisor Networks
California
$663K +$145K +4,455 +27%
FWM
203
Focused Wealth Management
New York
$640K -$4.01K -123 -0.6%
HI
204
Harbour Investments
Wisconsin
$634K – – –
IP
205
Ignite Planners
California
$623K +$107K +3,281 +20%
JCM
206
Jacobi Capital Management
Pennsylvania
$623K +$648K +19,895 New
NB
207
NBT Bank
New York
$597K -$17.4K -535 -3%
CAG
208
Crestwood Advisors Group
Massachusetts
$595K -$42.3K -1,299 -6%
VVP
209
Venture Visionary Partners
Ohio
$571K – – –
IA
210
IFG Advisory
Georgia
$560K -$293 -9 -0.1%
WAS
211
Winch Advisory Services
Wisconsin
$544K +$25.8K +790 +5%
MPW
212
Melone Private Wealth
Michigan
$542K +$1.73K +53 +0.3%
CFMC
213
Curbstone Financial Management Corp
New Hampshire
$533K – – –
FAIM
214
Financial Advocates Investment Management
Washington
$528K +$4.86K +149 +2%
AAM
215
Ameraudi Asset Management
New York
$528K +$549K +16,853 New
NCG
216
Newport Capital Group
New Jersey
$521K +$266K +8,151 +100%
PTC
217
Private Trust Company
Ohio
$520K +$365K +11,185 +206%
CFP
218
Cypress Financial Planning
New Jersey
$512K -$4.11K -126 -0.8%
API
219
Advisor Partners II
California
$511K +$532K +16,315 New
BS
220
Boenning & Scattergood
Pennsylvania
$502K +$163 +5 +0%
ACK
221
Andrew C. Karlinski
$498K -$412K -12,628 -44%
CS
222
Credit Suisse
Switzerland
$493K +$112K +3,426 +28%
TW
223
Towerpoint Wealth
California
$491K -$146K -4,485 -22%
AFAS
224
Acorn Financial Advisory Services
Virginia
$491K +$2.9K +89 +0.6%
AWM
225
Accurate Wealth Management
Florida
$489K +$512K +15,709 New
7 8
9
10 11