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State Street SPDR Bloomberg High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
276
Congress Wealth Management
Massachusetts
$536K +$9.92K +108 +2%
VWM
277
Venturi Wealth Management
Texas
$531K -$1.25M -13,612 -70%
SIA
278
Strategic Investment Advisors
Michigan
$527K +$106K +1,159 +26%
CGH
279
CMG Global Holdings
Texas
$524K -$19.1K -208 -4%
SS
280
Simplicity Solutions
Minnesota
$522K +$130K +1,417 +34%
BFG
281
Bleakley Financial Group
New Jersey
$522K +$273K +2,974 +112%
Neuberger Berman Group
282
Neuberger Berman Group
New York
$522K -$3.35M -36,484 -87%
LSC
283
Logan Stone Capital
Illinois
$520K +$4.78K +52 +0.9%
WWG
284
West Wealth Group
California
$516K +$295K +3,213 +137%
HI
285
Harper Investing
California
$512K -$1M -10,912 -66%
WA
286
WBH Advisory
Maryland
$512K +$506K +5,513 New
WTB
287
Washington Trust Bank
Washington
$501K
OC
288
Oppenheimer & Co
New York
$500K -$1.27M -13,782 -72%
IIM
289
InTrack Investment Management
Vermont
$498K -$354K -3,855 -42%
IFG
290
Independent Financial Group
California
$485K +$151K +1,647 +46%
CI
291
CX Institutional
Indiana
$484K
FFS
292
Founders Financial Securities
Maryland
$481K -$160K -1,741 -25%
CW
293
CreativeOne Wealth
Kansas
$481K +$476K +5,181 New
WP
294
WealthPLAN Partners
Nebraska
$477K -$52.7K -574 -10%
RCM
295
Raleigh Capital Management
North Carolina
$476K +$296K +3,225 +169%
Betterment LLC
296
Betterment LLC
New York
$474K +$83K +904 +22%
JIC
297
Joel Isaacson & Co
New York
$464K
Creative Planning
298
Creative Planning
Kansas
$462K -$21.4K -233 -4%
SB
299
Strategic Blueprint
Georgia
$458K +$453K +4,936 New
P
300
Pitcairn
Pennsylvania
$456K -$383K -4,175 -46%