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State Street SPDR Bloomberg High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
251
Nations Financial Group
Iowa
$999K +$6.62K +70 +0.7%
SWM
252
Schwallier Wealth Management
Michigan
$986K +$48.6K +514 +5%
TFA
253
Transamerica Financial Advisors
Florida
$972K -$39.8K -421 -4%
CWA
254
Clearview Wealth Advisors
Oregon
$925K +$919K +9,719 New
BWP
255
Balboa Wealth Partners
Arizona
$919K +$913K +9,652 New
Neuberger Berman Group
256
Neuberger Berman Group
New York
$918K -$811K -8,574 -47%
AWA
257
Aletheian Wealth Advisors
Washington
$915K +$91.8K +971 +11%
Vanguard Group
258
Vanguard Group
Pennsylvania
$911K -$11.2K -118 -1%
AFS
259
Axiom Financial Strategies
Indiana
$905K -$16K -169 -2%
ONB
260
Old National Bancorp
Indiana
$900K -$56.9K -601 -6%
MA
261
Mutual Advisors
Nebraska
$888K +$882K +9,325 New
SPP
262
Single Point Partners
Massachusetts
$879K -$7.09K -75 -0.8%
GIA
263
Gladstone Institutional Advisory
Florida
$862K -$18.9K -200 -2%
PA
264
Probity Advisors
Texas
$842K -$30.8K -326 -4%
AI
265
Auour Investments
Massachusetts
$842K +$64.3K +680 +8%
TRSOTSOK
266
Teachers Retirement System of the State of Kentucky
Kentucky
$821K
AAS
267
Avantax Advisory Services
Texas
$820K -$76.4K -808 -9%
CCG
268
Capital CS Group
California
$815K +$810K +8,558 New
SIA
269
Schechter Investment Advisors
Michigan
$798K -$7.65M -80,830 -91%
PFG
270
PAX Financial Group
Texas
$795K +$22.2K +235 +3%
HWA
271
Hillcrest Wealth Advisors
New Jersey
$780K -$142K -1,497 -15%
LNC
272
Lincoln National Corp
Pennsylvania
$760K +$373K +3,945 +98%
TI
273
Tidal Investments
Wisconsin
$753K -$248K -2,627 -25%
OC
274
Oppenheimer & Co
New York
$750K +$90.1K +952 +14%
BCM
275
Brookstone Capital Management
Illinois
$749K +$129K +1,369 +21%