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State Street SPDR Bloomberg High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
351
McLean Asset Management
Virginia
$301K
KWS
352
Keystone Wealth Services
California
$301K
CW
353
Channel Wealth
California
$294K +$291K +3,171 New
AllianceBernstein
354
AllianceBernstein
Tennessee
$292K
SFWC
355
Strategic Family Wealth Counselors
New Jersey
$292K
TA
356
TFB Advisors
Kansas
$291K -$1.07M -11,624 -79%
HPM
357
Hoxton Planning & Management
West Virginia
$291K -$226K -2,461 -44%
HNB
358
Huntington National Bank
Ohio
$291K
SC
359
Slow Capital
California
$290K +$23.9K +260 +9%
PCWA
360
Pacific Capital Wealth Advisors
California
$287K -$1.38K -15 -0.5%
BFG
361
Beacon Financial Group
Texas
$286K -$2.16M -23,566 -88%
MGIA
362
Moneta Group Investment Advisors
Missouri
$280K -$30.2K -329 -10%
IFPL
363
Investments & Financial Planning LLC
Kentucky
$279K +$3.4K +37 +1%
MAS
364
Madden Advisory Services
Florida
$275K
GM
365
GeoWealth Management
Illinois
$275K +$272K +2,960 New
4FG
366
4Thought Financial Group
New York
$273K -$2.11K -23 -0.8%
Luther King Capital Management (LKCM)
367
Luther King Capital Management (LKCM)
Texas
$272K
CIS
368
Continental Investors Services
Washington
$272K -$9K -98 -3%
KFS
369
Kelly Financial Services
Massachusetts
$266K +$263K +2,866 New
SC
370
Scotia Capital
Ontario, Canada
$266K -$184 -2 -0.1%
TCM
371
Towercrest Capital Management
Pennsylvania
$260K +$735 +8 +0.3%
SPIA
372
Steward Partners Investment Advisory
New York
$252K -$164K -1,783 -40%
PBF
373
Petix & Botte Financial
California
$248K +$245K +2,667 New
MPCG
374
Matrix Private Capital Group
New York
$245K -$107K -1,166 -31%
SG
375
StoneX Group
New York
$241K +$239K +2,601 New