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State Street SPDR Bloomberg High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
351
Kovitz Investment Group Partners
Illinois
$383K – – –
Creative Planning
352
Creative Planning
Kansas
$382K -$44.1K -457 -10%
GAA
353
Global Assets Advisory
Florida
$377K +$78.9K +817 +26%
SNBOSCI
354
Security National Bank of Sioux City Iowa
Iowa
$377K -$1.45K -15 -0.4%
Crestwood Advisors Group
355
Crestwood Advisors Group
Massachusetts
$376K – – –
SCA
356
Snowden Capital Advisors
New York
$375K – – –
WBCM
357
Wilson & Boucher Capital Management
California
$372K – – –
AWM
358
Accurate Wealth Management
Florida
$371K – – –
BTWM
359
Baker Tilly Wealth Management
Wisconsin
$371K +$6.37K +66 +2%
ATC
360
Argent Trust Co
Tennessee
$367K +$151K +1,561 +68%
Empower Advisory Group
361
Empower Advisory Group
Colorado
$356K -$11.2K -116 -3%
CAAS
362
Capital Asset Advisory Services
Michigan
$349K +$351K +3,638 New
MSCM
363
McElhenny Sheffield Capital Management
Texas
$349K -$11.2K -116 -3%
Luther King Capital Management (LKCM)
364
Luther King Capital Management (LKCM)
Texas
$346K – – –
HPM
365
Hoxton Planning & Management
West Virginia
$345K -$10.9K -113 -3%
WFAG
366
Worth Financial Advisory Group
North Carolina
$345K +$37K +383 +12%
Brinker Capital Investments
367
Brinker Capital Investments
Pennsylvania
$344K -$9.85K -102 -3%
Orion Portfolio Solutions
368
Orion Portfolio Solutions
Nebraska
$344K -$9.85K -102 -3%
FFS
369
Founders Financial Securities
Maryland
$344K -$2.41K -25 -0.7%
KWS
370
Keystone Wealth Services
California
$344K +$7.53K +78 +2%
Avidian Wealth Enterprises
371
Avidian Wealth Enterprises
Texas
$340K – – –
OneDigital Investment Advisors
372
OneDigital Investment Advisors
Kansas
$337K -$21.2K -220 -6%
WIA
373
Wealthedge Investment Advisors
New York
$337K +$341K +3,531 New
PRTG
374
Post Resch Tallon Group
New York
$332K +$335K +3,471 New
TKP
375
Tallon Kerry Patrick
$332K +$335K +3,471 New