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State Street SPDR Bloomberg High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
301
Capital Asset Advisory Services
Michigan
$560K -$452K -4,240 -45%
Mercer Global Advisors
302
Mercer Global Advisors
Colorado
$541K +$59K +553 +13%
PCA
303
Personal Capital Advisors
California
$535K +$523K +4,909 New
T
304
TRUADVICE
Florida
$524K -$233K -2,189 -31%
SB
305
Sunflower Bank
Texas
$520K -$67.4K -632 -12%
IC
306
Investment Counsel
Michigan
$517K
HWA
307
Hillcrest Wealth Advisors
New Jersey
$516K -$74.6K -700 -13%
CW
308
CreativeOne Wealth
Kansas
$506K -$568K -5,324 -53%
PCIA
309
Prime Capital Investment Advisors
Kansas
$501K -$90.5K -849 -16%
KM
310
Kalos Management
Georgia
$495K +$484K +4,538 New
WWM
311
Western Wealth Management
Colorado
$493K -$4.69K -44 -1%
BCA
312
Biltmore Capital Advisors
New Jersey
$490K +$245K +2,300 +105%
NSCM
313
New South Capital Management
Tennessee
$487K
AAP
314
Arax Advisory Partners
Colorado
$481K +$6.5K +61 +1%
WP
315
WealthPLAN Partners
Nebraska
$468K +$52K +488 +13%
Baird Financial Group
316
Baird Financial Group
Wisconsin
$458K +$16.6K +156 +4%
W
317
WealthOne
New York
$456K +$7.36K +69 +2%
MWP
318
Madison Wealth Partners
Wisconsin
$454K +$444K +4,169 New
MLFP
319
MPS Loria Financial Planners
Illinois
$435K -$5.01K -47 -1%
PBF
320
Petix & Botte Financial
California
$426K -$24.8K -233 -6%
AWE
321
Avidian Wealth Enterprises
Texas
$425K +$416K +3,904 New
AIC
322
Ameritas Investment Company
Nebraska
$422K +$158K +1,479 +62%
TCBWMS
323
Texas Capital Bank Wealth Management Services
Texas
$418K +$10.4K +98 +3%
TPA
324
Trivium Point Advisory
Connecticut
$409K -$73.6K -690 -16%
AllianceBernstein
325
AllianceBernstein
Tennessee
$408K +$399K +3,747 New