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State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
226
Rockwood Wealth Management
Pennsylvania
$330K -$7.9K -298 -2%
IWM
227
IHT Wealth Management
Illinois
$326K +$16.4K +619 +5%
DSC
228
Duncker Streett & Co
Missouri
$325K -$6.63K -250 -2%
HF
229
Halpern Financial
Virginia
$313K +$316K +11,920 New
CB
230
Commerce Bank
Missouri
$301K – – –
VCM
231
Virtue Capital Management
Tennessee
$295K -$369K -13,915 -55%
AW
232
ACG Wealth
Georgia
$289K +$212 +8 +0.1%
LWA
233
LWS Wealth Advisors
New Jersey
$287K -$28.7K -1,082 -9%
SIC
234
Samalin Investment Counsel
New York
$279K +$27.9K +1,052 +11%
AWM
235
Axxcess Wealth Management
California
$266K – – –
OIA
236
OneDigital Investment Advisors
Kansas
$262K +$264K +9,975 New
FSG
237
Financial Strategies Group
Michigan
$262K +$265K +9,998 New
SWP
238
Strategic Wealth Partners
Ohio
$256K -$68.9K -2,598 -21%
MW
239
Marcum Wealth
Ohio
$246K +$249K +9,394 New
OCM
240
One Capital Management
California
$238K -$160K -6,041 -40%
TRCT
241
Tower Research Capital (TRC)
New York
$236K +$144K +5,420 +151%
PCM
242
Palouse Capital Management
Washington
$225K – – –
LMKC
243
L.M. Kohn & Company
Ohio
$225K +$227K +8,571 New
HNWAG
244
High Net Worth Advisory Group
Florida
$223K +$66.3K +2,500 +42%
AI
245
ArchPoint Investors
Florida
$211K -$434K -16,380 -67%
WSTAM
246
Wilbanks Smith & Thomas Asset Management
Virginia
$209K -$16.3M -615,680 -99%
CSPIA
247
Cary Street Partners Investment Advisory
Virginia
$209K – – –
BRWA
248
B. Riley Wealth Advisors
Florida
$208K -$538K -20,300 -72%
CAL
249
Capital Analysts LLC
Pennsylvania
$206K -$2.49K -94 -1%
W
250
WorthPointe
California
$205K -$464K -17,506 -69%
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