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State Street SPDR Bloomberg High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
326
Independent Financial Group
California
$408K -$12.4K -116 -3%
EWA
327
EP Wealth Advisors
California
$403K +$64.8K +608 +20%
HIM
328
Hillsdale Investment Management
Ontario, Canada
$400K
KFGK
329
Keystone Financial Group (Kentucky)
Kentucky
$399K -$17.8K -167 -4%
PWPS
330
Pinnacle Wealth Planning Services
Ohio
$388K -$8.74K -82 -2%
AIA
331
Armor Investment Advisors
North Carolina
$382K
JIC
332
Joel Isaacson & Co
New York
$381K +$107K +1,000 +40%
OPS
333
Orion Portfolio Solutions
Nebraska
$380K +$31.5K +295 +9%
FIM
334
Fernwood Investment Management
Massachusetts
$368K -$394K -3,692 -52%
ACS
335
Archford Capital Strategies
Illinois
$368K
TA
336
Tectonic Advisors
Texas
$368K +$360K +3,376 New
TAIM
337
TD Ameritrade Investment Management
Nebraska
$360K -$8.15M -76,476 -96%
BC
338
Burney Company
Virginia
$360K
CFD
339
Creative Financial Designs
Indiana
$359K -$38.6K -362 -10%
EP
340
Eudaimonia Partners
Tennessee
$359K +$227K +2,128 +183%
AA
341
Argent Advisors
Louisiana
$356K +$101K +949 +41%
BFG
342
Barber Financial Group
Kansas
$344K -$2.88K -27 -0.8%
NEWAS
343
N.E.W. Advisory Services
Wisconsin
$334K -$40.5K -380 -11%
FA
344
Forefront Analytics
Pennsylvania
$331K +$48.5K +455 +18%
Koshinski Asset Management
345
Koshinski Asset Management
Illinois
$329K +$322K +3,016 New
SB
346
Strategic Blueprint
Georgia
$327K -$120K -1,127 -27%
WANY
347
Wealthspire Advisors (New York)
New York
$326K +$15.6K +146 +5%
WCWM
348
Wooster Corthell Wealth Management
Connecticut
$320K
ECM
349
Evergreen Capital Management
Washington
$311K +$22.3K +209 +8%
SNBOSCI
350
Security National Bank of Sioux City Iowa
Iowa
$309K