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State Street SPDR Bloomberg Short Term High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIFAIM
201
American Institute for Advanced Investment Management
Arizona
$204K +$203K +7,560 New
SWRP
202
Summit Wealth & Retirement Planning
California
$202K – – –
CAGAS
203
Capital Advisory Group Advisory Services
Minnesota
$199K +$107K +4,000 +117%
CP
204
Covenant Partners
Tennessee
$195K +$194K +7,240 New
FGAM
205
Financial Gravity Asset Management
Texas
$192K -$88.8K -3,315 -18%
AWM
206
Avior Wealth Management
Nebraska
$157K +$23.7K +884 +18%
HPC
207
HM Payson & Co
Maine
$154K -$238K -8,885 -61%
Simplex Trading
208
Simplex Trading
Illinois
$154K +$154K +5,732 New
AAM
209
Advisors Asset Management
Colorado
$138K -$65K -2,425 -32%
VCP
210
Verus Capital Partners
Arizona
$134K +$133K +4,972 New
AA
211
Advisory Alpha
Michigan
$132K +$3.27K +122 +3%
JPLA
212
Joseph P. Lucia & Associates
New York
$129K – – –
LFASL
213
Lugano Financial Advisors SA (LFA)
Switzerland
$128K +$127K +4,745 New
RFA
214
Reilly Financial Advisors
California
$122K +$6.3K +235 +5%
BAM
215
Belpointe Asset Management
Nevada
$120K +$119K +4,455 New
KBFS
216
Kohmann Bosshard Financial Services
Ohio
$107K – – –
SG Americas Securities
217
SG Americas Securities
New York
$105K – – –
CTC
218
Central Trust Company
Missouri
$105K +$104K +3,885 New
ACA
219
Aptus Capital Advisors
Alabama
$99K +$24.4K +912 +33%
US Bancorp
220
US Bancorp
Minnesota
$93K -$9.51K -355 -9%
WP
221
WealthShield Partners
North Carolina
$93K – – –
JCM
222
Jacobi Capital Management
Pennsylvania
$76K -$5.36K -200 -7%
Bank of Montreal
223
Bank of Montreal
Ontario, Canada
$75K -$63.5K -2,372 -46%
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$72K -$23.8K -890 -25%
AIC
225
Archer Investment Corporation
Indiana
$71K +$70.8K +2,641 New