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State Street SPDR Bloomberg High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
251
Covenant Partners
Tennessee
$890K
Jones Financial Companies
252
Jones Financial Companies
Missouri
$876K +$378K +3,892 +76%
FIA
253
Foundations Investment Advisors
Arizona
$861K +$8.26K +85 +1%
RWM
254
Rialto Wealth Management
New York
$859K +$9.32K +96 +1%
SFA
255
Sequoia Financial Advisors
Ohio
$841K -$1.05M -10,842 -56%
GFG
256
Genesis Financial Group
New Jersey
$840K +$839K +8,636 New
TRSOTSOK
257
Teachers Retirement System of the State of Kentucky
Kentucky
$838K
CI
258
CacheTech Inc
Utah
$835K +$368K +3,794 +79%
NWA
259
Navis Wealth Advisors
New York
$833K +$832K +8,564 New
CWGL
260
Cedrus Wealth Group LLC
Minnesota
$792K +$791K +8,149 New
RWPA
261
Richard W. Paul & Associates
Michigan
$791K -$247K -2,547 -24%
GWM
262
Gibbs Wealth Management
Georgia
$782K -$6.7K -69 -0.9%
TFA
263
Transamerica Financial Advisors
Florida
$776K -$50K -515 -6%
Creative Planning
264
Creative Planning
Kansas
$755K -$256K -2,632 -25%
Deutsche Bank
265
Deutsche Bank
Germany
$753K
VWA
266
Visionary Wealth Advisors
Illinois
$746K -$94.2K -970 -11%
CGF
267
Constant Guidance Financial
Massachusetts
$732K +$1.27M +13,035 New
LPAM
268
Lodestar Private Asset Management
California
$731K +$7.77K +80 +1%
CAS
269
Coppell Advisory Solutions
Texas
$723K -$205K -2,108 -22%
SAM
270
Smithbridge Asset Management
Pennsylvania
$721K +$29.4K +303 +4%
CIA
271
Concurrent Investment Advisors
Florida
$718K -$823K -8,471 -53%
UFA
272
Uptown Financial Advisors
Texas
$695K +$26.4K +272 +4%
RFS
273
Richardson Financial Services
Massachusetts
$673K -$412K -4,243 -38%
AA
274
Advisory Alpha
Michigan
$673K +$10.2K +105 +2%
PA
275
Probity Advisors
Texas
$672K -$777 -8 -0.1%