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State Street SPDR Bloomberg High Yield Bond ETF
JNK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
201
Braver Wealth Management
Massachusetts
$953K -$82.4K -671 -8%
BHBT
202
Burke & Herbert Bank & Trust
Virginia
$950K +$57.7K +470 +7%
AWA
203
Arete Wealth Advisors
Illinois
$904K +$14.1K +115 +2%
BCMIO
204
Beacon Capital Management Inc (Ohio)
Ohio
$857K -$32.7K -266 -4%
SAM
205
SignalPoint Asset Management
Missouri
$853K -$110K -896 -12%
WPW
206
Waldron Private Wealth
Pennsylvania
$801K +$209K +1,700 +36%
KFS
207
KMS Financial Services
Washington
$797K +$77.9K +634 +11%
IH
208
IFC Holdings
Florida
$789K +$91.7K +746 +13%
AWA
209
AmeriServ Wealth Advisors
Pennsylvania
$743K -$327K -2,663 -31%
SI
210
SII Investments
Wisconsin
$743K +$18.1K +147 +2%
FFC
211
First Financial Corp
Indiana
$737K – – –
CFMC
212
Curbstone Financial Management Corp
New Hampshire
$727K +$721K +5,865 New
SC
213
Scotia Capital
Ontario, Canada
$725K +$172K +1,402 +32%
WB
214
Webster Bank
Connecticut
$724K – – –
MHS
215
M Holdings Securities
Oregon
$715K +$287K +2,339 +68%
PVH
216
Psagot Value Holdings
Israel
$712K -$179K -1,453 -20%
CAN
217
Cetera Advisor Networks
California
$703K +$66.1K +538 +10%
RFC
218
Regions Financial Corp
Alabama
$664K +$162K +1,318 +33%
OC
219
Oarsman Capital
Wisconsin
$655K -$9.71K -79 -1%
WCM
220
Weatherstone Capital Management
Colorado
$655K +$148K +1,207 +30%
CCT
221
Capital City Trust
Florida
$638K +$7.86K +64 +1%
PBT
222
Pictet Bank & Trust
Bahamas
$628K – – –
LNC
223
Lincoln National Corp
Pennsylvania
$619K -$325K -2,644 -35%
GI
224
Gradient Investments
Minnesota
$619K +$257K +2,089 +72%
G
225
GlobalBridge
Minnesota
$613K -$65.2K -531 -10%
7 8
9
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