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State Street SPDR Bloomberg High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MLFP
401
MPS Loria Financial Planners
Illinois
$248K +$7.69K +81 +3%
PA
402
Parallel Advisors
California
$247K +$61.9K +652 +35%
SS
403
Sunbelt Securities
Texas
$247K +$5.89K +62 +2%
BCM
404
Boreal Capital Management
Florida
$244K
TIA
405
Tiemann Investment Advisors
California
$243K
CWMGO
406
Capstone Wealth Management Group (Oregon)
Oregon
$243K +$237K +2,500 New
KWMG
407
King Wealth Management Group
Florida
$243K -$14.1K -148 -6%
CF
408
Copperwynd Financial
Arizona
$242K +$236K +2,488 New
OFP
409
OFC Financial Planning
New Jersey
$241K -$12.8K -135 -5%
IFPL
410
Investments & Financial Planning LLC
Kentucky
$239K -$8.55K -90 -4%
RBFC
411
Roman Butler Fullerton & Co
Missouri
$237K -$114K -1,197 -33%
HIP
412
HUB Investment Partners
Texas
$234K
BHBT
413
Burke & Herbert Bank & Trust
Virginia
$234K
RA
414
Rockingstone Advisors
Massachusetts
$232K +$227K +2,389 New
PWM
415
Proathlete Wealth Management
Florida
$231K
KFGK
416
Keystone Financial Group (Kentucky)
Kentucky
$229K +$2.09K +22 +0.9%
FHA
417
Flagship Harbor Advisors
Massachusetts
$226K -$35.5K -374 -14%
BFG
418
Beacon Financial Group
Texas
$221K
Carson Wealth (CWM LLC)
419
Carson Wealth (CWM LLC)
Nebraska
$219K +$5.22K +55 +3%
SB
420
Strategic Blueprint
Georgia
$215K +$210K +2,209 New
MAS
421
Madden Advisory Services
Florida
$214K -$30.8K -324 -13%
SA
422
Sovran Advisors
California
$214K
AIA
423
AssuredPartners Investment Advisors
Florida
$213K -$5.51K -58 -3%
EAM
424
Empirical Asset Management
Massachusetts
$213K +$208K +2,189 New
FHA
425
First Horizon Advisors
Tennessee
$207K +$111K +1,173 +123%