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State Street SPDR Bloomberg High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
401
HB Wealth Management
Georgia
$236K +$238K +2,475 New
MLFP
402
MPS Loria Financial Planners
Illinois
$235K +$7.6K +79 +3%
HIP
403
HUB Investment Partners
Texas
$229K
BHBT
404
Burke & Herbert Bank & Trust
Virginia
$229K
HIS
405
Harvest Investment Services
Illinois
$226K +$481 +5 +0.2%
PWM
406
Proathlete Wealth Management
Florida
$226K
SPC
407
Sigma Planning Corp
Michigan
$224K +$2.4K +25 +1%
CWA
408
Centennial Wealth Advisory
Michigan
$223K -$48.7K -506 -18%
SWM
409
Schwallier Wealth Management
Michigan
$222K -$965K -10,034 -81%
KFGK
410
Keystone Financial Group (Kentucky)
Kentucky
$222K
CTA
411
Chesley Taft & Associates
Illinois
$218K
BFG
412
Beacon Financial Group
Texas
$216K -$46.6K -484 -18%
AIA
413
AssuredPartners Investment Advisors
Florida
$214K +$216K +2,249 New
GLA
414
Good Life Advisors
Pennsylvania
$214K +$2.6K +27 +1%
AG
415
AlTi Global
New York
$212K +$214K +2,220 New
PFPT
416
Pinnacle Financial Partners (Tennessee)
Tennessee
$211K
IWM
417
IHT Wealth Management
Illinois
$210K -$10K -104 -5%
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$210K +$23.8K +247 +13%
IF
419
Intrua Financial
Texas
$209K +$7.21K +75 +4%
SA
420
Sovran Advisors
California
$208K -$16.8K -175 -7%
VFG
421
Victory Financial Group
Texas
$205K +$207K +2,147 New
CA
422
Clearstead Advisors
Ohio
$198K +$53.6K +557 +37%
AF
423
Allworth Financial
California
$194K -$62.4K -649 -24%
CIBC Private Wealth Group
424
CIBC Private Wealth Group
Georgia
$184K +$40K +416 +26%
PA
425
Parallel Advisors
California
$180K -$289 -3 -0.2%