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State Street SPDR Bloomberg High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
301
Smith & Howard Wealth Management
Georgia
$7K +$6.81K +57 New
EWM
302
Elite Wealth Management
Washington
$6K -$7.65K -64 -58%
ARMC
303
American Research & Management Company
Massachusetts
$6K – – –
FWM
304
Focused Wealth Management
New York
$6K +$6.21K +52 New
TWA
305
TCI Wealth Advisors
Arizona
$5K – – –
BC
306
Bartlett & Co
Ohio
$3K -$13.1K -110 -82%
AC
307
Alexandria Capital
Virginia
$3K -$1.31K -11 -31%
RFA
308
Reilly Financial Advisors
California
$2K -$14.5K -121 -90%
CSIA
309
Charles Schwab Investment Advisory
California
– -$84.9M -717,024 Closed
IT
310
Investors Trust
Texas
– -$13.9M -116,293 Closed
Balyasny Asset Management
311
Balyasny Asset Management
Illinois
– -$9.56M -80,686 Closed
WCM
312
Weatherstone Capital Management
Colorado
– -$7.8M -65,639 Closed
AC
313
AFAM Capital
Texas
– -$7.16M -60,425 Closed
SG
314
Swarthmore Group
Pennsylvania
– -$6.43M -54,267 Closed
American Century Companies
315
American Century Companies
Missouri
– -$4.94M -41,667 Closed
FIMS
316
FBL Investment Management Services
Iowa
– -$3.99M -33,667 Closed
HK
317
Horizon Kinetics
New York
– -$3.36M -28,376 Closed
Allianz Asset Management
318
Allianz Asset Management
Germany
– -$2.76M -23,333 Closed
OFG
319
OTA Financial Group
New York
– -$2.43M -20,489 Closed
AFG
320
Albion Financial Group
Utah
– -$2.25M -18,965 Closed
TCM
321
Troob Capital Management
New York
– -$2.17M -18,333 Closed
BPB
322
Badgley, Phelps & Bell
Washington
– -$2.1M -17,722 Closed
IA
323
IndexIQ Advisors
New York
– -$1.64M -13,815 Closed
BIT
324
BlackRock Institutional Trust
California
– -$1.34M -11,300 Closed
HW
325
Hancock Whitney
Mississippi
– -$1.19M -10,000 Closed