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State Street SPDR Bloomberg High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
251
Balboa Wealth Partners
Arizona
$1.02M +$609K +6,305 +144%
AWA
252
Aletheian Wealth Advisors
Washington
$998K +$7.72K +80 +0.8%
CP
253
Covenant Partners
Tennessee
$978K -$66.1K -685 -6%
GTAM
254
Global Trust Asset Management
Florida
$960K -$21.2K -220 -2%
TPA
255
Trivium Point Advisory
Connecticut
$955K -$335K -3,474 -26%
CAGAS
256
Capital Advisory Group Advisory Services
Minnesota
$953K +$485K +5,022 +101%
BRWA
257
B. Riley Wealth Advisors
Florida
$951K -$400K -4,148 -29%
IWM
258
Iams Wealth Management
Nebraska
$943K +$441K +4,570 +86%
OWA
259
Outlook Wealth Advisors
Texas
$915K +$600K +6,218 +185%
WTB
260
Washington Trust Bank
Washington
$911K +$3.09K +32 +0.3%
SW
261
SteelPeak Wealth
California
$904K +$545K +5,648 +148%
TFA
262
Transamerica Financial Advisors
Florida
$903K -$483 -5 -0.1%
Wealth Enhancement Advisory Services
263
Wealth Enhancement Advisory Services
Minnesota
$892K -$14.2K -147 -2%
OC
264
Oppenheimer & Co
New York
$883K +$77.8K +806 +10%
TRSOTSOK
265
Teachers Retirement System of the State of Kentucky
Kentucky
$824K
FAT
266
First American Trust
California
$823K +$286K +2,963 +52%
Franklin Resources
267
Franklin Resources
California
$820K +$739K +7,653 +819%
Neuberger Berman Group
268
Neuberger Berman Group
New York
$819K -$11.2K -116 -1%
SC
269
Scotia Capital
Ontario, Canada
$806K +$281K +2,910 +53%
CAS
270
Coppell Advisory Solutions
Texas
$782K -$759K -7,859 -49%
GFPC
271
Global Financial Private Client
Florida
$782K +$348K +3,607 +79%
ASN
272
Advisory Services Network
Georgia
$778K +$12.9K +134 +2%
FFP
273
Freedom Financial Partners
Minnesota
$777K +$786K +8,139 New
PWM
274
Prentice Wealth Management
New York
$776K +$785K +8,132 New
AF
275
Apollon Financial
South Carolina
$757K +$115K +1,195 +18%