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State Street SPDR Bloomberg High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kestra Private Wealth Services
301
Kestra Private Wealth Services
Texas
$480K +$462K +5,064 New
AllianceBernstein
302
AllianceBernstein
Tennessee
$475K +$60.8K +666 +15%
JIC
303
Joel Isaacson & Co
New York
$474K – – –
FFA
304
Fragasso Financial Advisors
Pennsylvania
$464K +$447K +4,898 New
D.E. Shaw & Co
305
D.E. Shaw & Co
New York
$456K +$439K +4,812 New
Independent Financial Group
306
Independent Financial Group
California
$453K -$50.9K -557 -10%
SteelPeak Wealth
307
SteelPeak Wealth
California
$452K -$55.9K -612 -11%
Beacon Pointe Advisors
308
Beacon Pointe Advisors
California
$450K +$18.4K +201 +4%
JWCA
309
J.W. Cole Advisors
Florida
$446K +$41.5K +455 +11%
FFS
310
Founders Financial Securities
Maryland
$445K -$72.7K -796 -14%
Boothbay Fund Management
311
Boothbay Fund Management
New York
$436K +$420K +4,600 New
MSAGDF
312
Moneda SA Administradora General de Fondos
Chile
$432K +$416K +4,559 New
Edmond de Rothschild Holding
313
Edmond de Rothschild Holding
Switzerland
$422K – – –
G
314
GenTrust
Florida
$416K +$401K +4,390 New
Crestwood Advisors Group
315
Crestwood Advisors Group
Massachusetts
$413K – – –
WP
316
WealthPLAN Partners
Nebraska
$408K -$274 -3 -0.1%
PI
317
PFG Investments
New York
$399K +$385K +4,215 New
M&T Bank
318
M&T Bank
New York
$396K -$192K -2,098 -33%
WBCM
319
Wilson & Boucher Capital Management
California
$393K – – –
RFS
320
Richardson Financial Services
Massachusetts
$392K +$378K +4,135 New
Dynamic Advisor Solutions
321
Dynamic Advisor Solutions
Arizona
$391K +$380K +4,161 New
SNBOSCI
322
Security National Bank of Sioux City Iowa
Iowa
$389K -$457 -5 -0.1%
FAIM
323
Financial Advocates Investment Management
Washington
$387K -$34.3K -376 -6%
WAS
324
Wealth Advisory Solutions
Indiana
$387K -$381K -4,172 -51%
Lincoln National Corp
325
Lincoln National Corp
Pennsylvania
$382K +$4.47K +49 +1%