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State Street SPDR Bloomberg High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
301
Lincoln National Corp
Pennsylvania
$457K -$40.4K -388 -8%
EDRH
302
Edmond de Rothschild Holding
Switzerland
$456K
GRP
303
Global Retirement Partners
California
$450K +$152K +1,462 +45%
JIC
304
Joel Isaacson & Co
New York
$449K
BC
305
Burney Company
Virginia
$449K +$129K +1,236 +39%
MWP
306
Madison Wealth Partners
Wisconsin
$448K
PBF
307
Petix & Botte Financial
California
$446K +$230K +2,202 +102%
FW
308
FirstPurpose Wealth
Utah
$439K -$1.93M -18,518 -81%
SNBOSCI
309
Security National Bank of Sioux City Iowa
Iowa
$432K +$30.5K +293 +7%
KL
310
KilterHowling LLC
Colorado
$429K +$34.2K +328 +8%
PWM
311
Prentice Wealth Management
New York
$425K +$23.5K +225 +6%
IWC
312
Integrated Wealth Concepts
Massachusetts
$419K -$18M -172,387 -98%
GLA
313
Good Life Advisors
Pennsylvania
$419K +$21.4K +205 +5%
DWM
314
Defined Wealth Management
Oregon
$414K -$839K -8,046 -67%
PFPT
315
Pinnacle Financial Partners (Tennessee)
Tennessee
$409K +$91.6K +879 +28%
TWP
316
Tempus Wealth Planning
California
$402K -$2.95M -28,279 -88%
CFB
317
Cullen/Frost Bankers
Texas
$397K +$12.4K +119 +3%
WANY
318
Wealthspire Advisors (New York)
New York
$394K +$35.5K +341 +10%
MWPCG
319
Measured Wealth Private Client Group
New Hampshire
$377K -$545K -5,224 -59%
AAP
320
Arax Advisory Partners
Colorado
$377K +$2.5K +24 +0.7%
IFG
321
Independent Financial Group
California
$377K -$45.4K -436 -11%
TPCW
322
TD Private Client Wealth
New York
$374K -$938 -9 -0.2%
KFGK
323
Keystone Financial Group (Kentucky)
Kentucky
$360K -$1.56K -15 -0.4%
MCC
324
Money Concepts Capital
Florida
$359K +$182K +1,750 +100%
TFCP
325
Twin Focus Capital Partners
Massachusetts
$358K +$364K +3,494 New