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State Street SPDR Bloomberg High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
301
Waverly Advisors
Alabama
$50K
EWM
302
Evercore Wealth Management
New York
$47K
AP
303
Atwood & Palmer
Missouri
$42K +$44.1K +394 New
PIM
304
Parasol Investment Management
Illinois
$39K
AF
305
Arrow Financial
New York
$36K -$132K -1,182 -78%
SFPM
306
Sensible Financial Planning & Management
Massachusetts
$36K -$22.6K -202 -38%
CHC
307
City Holding Co
West Virginia
$34K
CFA
308
Carroll Financial Associates
North Carolina
$28K +$15.3K +137 +113%
BCM
309
Brookstone Capital Management
Illinois
$26K -$71.7K -641 -72%
NFG
310
Next Financial Group
Texas
$26K -$5.14K -46 -16%
BL
311
Balentine LLC
Georgia
$26K
AC
312
Alexandria Capital
Virginia
$25K +$671 +6 +3%
SSB
313
Sandy Spring Bank
Maryland
$25K +$4.92K +44 +23%
CWM
314
Cranbrook Wealth Management
Michigan
$21K -$9.17K -82 -29%
IA
315
IndexIQ Advisors
New York
$20K +$20.5K +183 New
OSNBOA
316
Old Second National Bank of Aurora
Illinois
$19K -$10.3K -92 -35%
ACS
317
Archford Capital Strategies
Illinois
$19K -$447 -4 -2%
MSFP
318
Mark Sheptoff Financial Planning
Connecticut
$19K +$19.6K +175 New
M
319
MOTCO
Texas
$18K +$19K +170 New
AIM
320
Advantage Investment Management
Iowa
$17K -$596K -5,333 -97%
EWM
321
Endurance Wealth Management
Rhode Island
$17K
RPG
322
Risk Paradigm Group
Texas
$16.6K +$17.3K +155 New
IFA
323
Interactive Financial Advisors
Illinois
$16K
W
324
Wealthfront
California
$16K +$14K +125 +543%
LWA
325
Lenox Wealth Advisors
New York
$15K +$9.84K +88 +157%