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State Street SPDR Bloomberg High Yield Bond ETF
JNK

Name Holding Trade Value Shares
Change 		Change in
Stake
PPFA
251
Provida Pension Fund Administrator
Chile
$761K -$771K -7,400 -50%
TCBWMS
252
Texas Capital Bank Wealth Management Services
Texas
$749K +$11.9K +114 +2%
FA
253
Flagstar Advisors
New York
$745K +$34.9K +335 +5%
CSIA
254
Charles Schwab Investment Advisory
California
$733K -$723K -6,940 -49%
PFA
255
Pure Financial Advisors
California
$733K +$502K +4,818 +207%
SPIA
256
Steward Partners Investment Advisory
New York
$732K -$123K -1,180 -14%
CGH
257
CMG Global Holdings
Texas
$724K +$5.73K +55 +0.8%
BCI
258
Brinker Capital Investments
Pennsylvania
$724K +$736K +7,061 New
NWM
259
Nicola Wealth Management
British Columbia, Canada
$717K – – –
TPWM
260
Twelve Points Wealth Management
Massachusetts
$713K +$288K +2,766 +66%
MCWS
261
McKinley Carter Wealth Services
West Virginia
$710K -$96K -921 -12%
CAM
262
Cresset Asset Management
Illinois
$689K – – –
PA
263
Pinnacle Associates
New York
$677K +$313 +3 +0%
EA
264
Eclectic Associates
California
$668K +$1.15K +11 +0.2%
TC
265
TownSquare Capital
Utah
$660K -$42.1M -404,048 -98%
CPW
266
Catalyst Private Wealth
California
$657K +$668K +6,406 New
ECM
267
ExodusPoint Capital Management
New York
$646K -$17.5M -167,903 -96%
AAS
268
Ameritas Advisory Services
Nebraska
$640K -$143K -1,368 -18%
LTL
269
Lowery Thomas LLC
California
$639K -$1.02M -9,828 -61%
CPO
270
Cerity Partners OCIO
New York
$639K +$417K +3,997 +179%
AWS
271
Atria Wealth Solutions
New York
$639K +$650K +6,237 New
BCWM
272
Bartlett & Co Wealth Management
Ohio
$637K – – –
BC
273
Bartlett & Co
Ohio
$637K – – –
5L
274
55I LLC
Massachusetts
$626K +$358K +3,435 +129%
KWMG
275
King Wealth Management Group
Florida
$621K +$10.7K +103 +2%
9 10
11
12 13