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State Street SPDR Bloomberg High Yield Bond ETF
JNK

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
401
Boreal Capital Management
Florida
$242K – – –
HCP
402
Holt Capital Partners
Texas
$241K -$250K -2,600 -51%
TIA
403
Tiemann Investment Advisors
California
$241K – – –
HPM
404
Hoxton Planning & Management
West Virginia
$239K -$16.8K -174 -7%
KDA
405
Kraft Davis & Associates
Missouri
$239K +$241K +2,497 New
WA
406
Waverly Advisors
Alabama
$237K -$96 -1 -0%
JCM
407
J2 Capital Management
Michigan
$237K +$237K +2,457 New
ACM
408
Absolute Capital Management
Pennsylvania
$237K +$237K +2,456 New
BFO
409
Boston Family Office
Massachusetts
$236K – – –
AWP
410
Axis Wealth Partners
Rhode Island
$236K -$35.4K -368 -13%
RBFC
411
Roman Butler Fullerton & Co
Missouri
$234K +$239K +2,477 New
GS
412
GTS Securities
Florida
$234K +$233K +2,424 New
PFPG
413
Pinnacle Financial Partners (Georgia)
Georgia
$233K +$23.9K +248 +11%
HIP
414
HUB Investment Partners
Texas
$232K – – –
BHBT
415
Burke & Herbert Bank & Trust
Virginia
$231K – – –
PWM
416
Proathlete Wealth Management
Florida
$228K – – –
EL
417
EWA LLC
Pennsylvania
$227K +$227K +2,352 New
IFPL
418
Investments & Financial Planning LLC
Kentucky
$223K +$1.54K +16 +0.7%
JFGIW
419
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$222K – – –
WWM
420
Western Wealth Management
Colorado
$218K +$7.03K +73 +3%
IAS
421
IMA Advisory Services
Colorado
$216K +$216K +2,242 New
KFGK
422
Keystone Financial Group (Kentucky)
Kentucky
$215K – – –
BFG
423
Beacon Financial Group
Texas
$215K – – –
CFD
424
Creative Financial Designs
Indiana
$214K +$93.9K +975 +78%
FTUS
425
Flow Traders U.S.
New York
$214K +$214K +2,218 New
15 16
17
18 19