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State Street SPDR Bloomberg Short Term High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAG
201
VisionPoint Advisory Group
Texas
$816K +$346K +13,814 +74%
GCM
202
Generation Capital Management
New York
$815K -$161K -6,425 -16%
HOWA
203
Heritage Oak Wealth Advisors
Florida
$798K +$799K +31,884 New
RT
204
Rockland Trust
Massachusetts
$788K +$1.5K +60 +0.2%
GWM
205
Geneos Wealth Management
Colorado
$777K +$28.6K +1,143 +4%
IWM
206
IHT Wealth Management
Illinois
$774K -$2.2K -88 -0.3%
MHS
207
M Holdings Securities
Oregon
$773K +$73.7K +2,942 +11%
OFG
208
Opulen Financial Group
Virginia
$765K +$13.2K +528 +2%
NFP
209
Narus Financial Partners
Utah
$763K -$152K -6,086 -17%
FI
210
FinArc Investments
Massachusetts
$730K -$2.43K -97 -0.3%
CIAS
211
CFS Investment Advisory Services
New Jersey
$728K -$10.9K -437 -1%
AWA
212
Arete Wealth Advisors
Illinois
$685K -$22.2K -888 -3%
TSS
213
Two Sigma Securities
New York
$685K +$685K +27,350 New
AWA
214
Arkadios Wealth Advisors
Georgia
$677K +$303K +12,085 +81%
BRWA
215
B. Riley Wealth Advisors
Florida
$648K -$8.39K -335 -1%
AF
216
Allworth Financial
California
$642K -$68.9K -2,750 -10%
TA
217
TrueWealth Advisors
Alabama
$626K -$55.4K -2,211 -8%
JFGIW
218
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$626K -$488K -19,500 -44%
GVCM
219
Global View Capital Management
Wisconsin
$615K +$119K +4,759 +24%
DOA
220
D'Orazio & Associates
Virginia
$610K +$25 +1 +0%
VFA
221
Valeo Financial Advisors
Indiana
$575K
RWM
222
Ritholtz Wealth Management
New York
$571K +$69.2K +2,763 +14%
WA
223
Waverly Advisors
Alabama
$562K -$14.1K -561 -2%
VWM
224
Valley Wealth Managers
New Jersey
$560K -$27.2K -1,086 -5%
RBFC
225
Roman Butler Fullerton & Co
Missouri
$559K +$105K +4,177 +23%