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State Street SPDR Bloomberg High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
401
OneDigital Investment Advisors
Kansas
$217K +$215K +1,971 New
MFA
402
Mayflower Financial Advisors
Massachusetts
$216K
WCG
403
Wall Capital Group
Arizona
$216K +$2.29K +21 +1%
MPW
404
MA Private Wealth
California
$215K +$218 +2 +0.1%
CFG
405
Citizens Financial Group
Rhode Island
$209K -$11.9K -109 -5%
CF
406
Centaurus Financial
California
$208K -$32.4K -297 -14%
CFN
407
Cordasco Financial Network
Florida
$208K -$5.45K -50 -3%
PMG
408
ProVise Management Group
Florida
$200K +$198K +1,817 New
TFO
409
Tarbox Family Office
California
$189K +$188K +1,722 New
Fidelity Investments
410
Fidelity Investments
Massachusetts
$175K +$103K +942 +145%
JCM
411
Jacobi Capital Management
Pennsylvania
$171K +$141K +1,294 +498%
DSC
412
Duncker Streett & Co
Missouri
$169K -$8.83K -81 -5%
TFGT
413
TS Financial Group (TSFG)
Illinois
$158K
AF
414
Advisornet Financial
Minnesota
$157K +$14.6K +134 +10%
GM
415
GeoWealth Management
Illinois
$144K -$1.27M -11,637 -90%
EDRH
416
Edmond de Rothschild Holding
Switzerland
$139K
BAM
417
Belpointe Asset Management
Nevada
$138K -$78.7K -722 -36%
M
418
MOTCO
Texas
$130K +$20.8K +191 +19%
FGAM
419
Financial Gravity Asset Management
Texas
$121K +$662K +6,068 New
Vontobel Holding
420
Vontobel Holding
Switzerland
$114K +$113K +1,034 New
BHWM
421
Bay Harbor Wealth Management
Maryland
$113K -$438K -4,019 -80%
JEST
422
JTC Employer Solutions Trustee
Jersey
$110K +$109K +1,000 New
SIC
423
Salem Investment Counselors
North Carolina
$101K -$7.09K -65 -7%
VEA
424
Virtus ETF Advisers
New York
$96K
JPLA
425
Joseph P. Lucia & Associates
New York
$90K -$10.9K -100 -11%