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State Street SPDR Bloomberg High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
251
Transamerica Financial Advisors
Florida
$962K
BWP
252
Balboa Wealth Partners
Arizona
$937K +$27.2K +289 +3%
KFS
253
Kelly Financial Services
Massachusetts
$937K -$123K -1,308 -12%
SW
254
SVB Wealth
Massachusetts
$934K -$339K -3,610 -27%
MA
255
Mutual Advisors
Nebraska
$924K +$33.9K +361 +4%
AWA
256
Aletheian Wealth Advisors
Washington
$921K +$15.6K +166 +2%
SWM
257
Schwallier Wealth Management
Michigan
$912K -$64.8K -689 -7%
IA
258
IFP Advisors
Florida
$912K -$497K -5,288 -35%
Vanguard Group
259
Vanguard Group
Pennsylvania
$910K +$8.37K +89 +0.9%
AFS
260
Axiom Financial Strategies
Indiana
$906K +$9.68K +103 +1%
AWM
261
AE Wealth Management
Kansas
$886K -$241K -2,561 -21%
CPG
262
Cornerstone Planning Group
New Jersey
$879K +$877K +9,328 New
ONB
263
Old National Bancorp
Indiana
$870K -$21.3K -227 -2%
CCG
264
Capital CS Group
California
$868K +$61.3K +652 +8%
GIA
265
Gladstone Institutional Advisory
Florida
$867K +$13K +138 +2%
MHS
266
M Holdings Securities
Oregon
$846K +$844K +8,978 New
AI
267
Auour Investments
Massachusetts
$822K -$11.4K -121 -1%
OC
268
Oppenheimer & Co
New York
$817K +$74.3K +790 +10%
TRSOTSOK
269
Teachers Retirement System of the State of Kentucky
Kentucky
$812K
HOWA
270
Heritage Oak Wealth Advisors
Florida
$812K +$810K +8,611 New
WTB
271
Washington Trust Bank
Washington
$810K -$317K -3,373 -28%
Creative Planning
272
Creative Planning
Kansas
$782K -$231K -2,454 -23%
AAS
273
Avantax Advisory Services
Texas
$758K -$53.4K -568 -7%
HWA
274
Hillcrest Wealth Advisors
New Jersey
$756K -$15.9K -169 -2%
ASN
275
Advisory Services Network
Georgia
$755K +$103K +1,100 +16%