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State Street SPDR Bloomberg High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
276
Medallion Wealth Advisors
Connecticut
$612K +$9.11K +94 +1%
NPFS
277
Novak & Powell Financial Services
Florida
$586K +$6.59K +68 +1%
Daymark Wealth Partners
278
Daymark Wealth Partners
Ohio
$584K +$97.2K +1,003 +20%
IC
279
Inscription Capital
Texas
$573K +$1.45K +15 +0.3%
Independent Financial Group
280
Independent Financial Group
California
$566K -$35.6K -367 -6%
UAG
281
United Advisor Group
Ohio
$563K +$34.7K +358 +6%
LFG
282
Lockerman Financial Group
California
$563K +$277K +2,858 +94%
PEWA
283
Pacific Excel Wealth Advisors
California
$559K +$327K +3,374 +137%
GM
284
GeoWealth Management
Illinois
$555K +$62.2K +642 +12%
IA
285
Integrity Alliance
Iowa
$531K +$9.59K +99 +2%
AlTi Global
286
AlTi Global
New York
$531K -$48.6K -502 -8%
Neuberger Berman Group
287
Neuberger Berman Group
New York
$526K – – –
NCM
288
Noesis Capital Mangement
Florida
$520K -$14.5K -150 -3%
WAS
289
Wealth Advisory Solutions
Indiana
$518K +$11.7K +121 +2%
KeyBank National Association
290
KeyBank National Association
Ohio
$515K – – –
CGA
291
Crescent Grove Advisors
Illinois
$508K – – –
HCP
292
Holt Capital Partners
Texas
$488K -$96.9K -1,000 -16%
GWM
293
Gibbs Wealth Management
Georgia
$486K -$283K -2,924 -37%
FCM
294
Fortis Capital Management
Washington
$485K +$5.43K +56 +1%
JIC
295
Joel Isaacson & Co
New York
$479K – – –
CI
296
CacheTech Inc
Utah
$478K -$348K -3,594 -42%
AWM
297
Adams Wealth Management
Utah
$478K +$32.5K +335 +7%
Coldstream Capital Management
298
Coldstream Capital Management
Washington
$472K – – –
YIM
299
Yoffe Investment Management
Pennsylvania
$469K – – –
HWM
300
Heirloom Wealth Management
Colorado
$469K +$475K +4,903 New