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State Street SPDR Portfolio High Yield Bond ETF
SPHY

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
251
SMH Capital Advisors
Texas
$703K -$709K -30,000 -50%
PWA
252
Provenance Wealth Advisors
Florida
$694K – – –
PFG
253
Pacific Financial Group
Washington
$693K -$329K -13,913 -32%
GSEP
254
Golden State Equity Partners
California
$691K +$292K +12,359 +72%
SC
255
Savant Capital
Illinois
$679K +$685K +29,006 New
CIA
256
Compass Ion Advisors
Pennsylvania
$678K -$1.61K -68 -0.2%
MW
257
Maia Wealth
Colorado
$664K +$101K +4,263 +17%
NA
258
Note Advisors
New York
$642K +$648K +27,402 New
MIA
259
MainStreet Investment Advisors
Illinois
$635K +$26.2K +1,110 +4%
EB
260
Exchange Bank
California
$633K -$31.5K -1,334 -5%
GWCM
261
Godshalk Welsh Capital Management
Pennsylvania
$626K +$591 +25 +0.1%
VWA
262
Visionary Wealth Advisors
Illinois
$626K -$22.8K -966 -3%
AFAS
263
Acorn Financial Advisory Services
Virginia
$625K +$31.3K +1,323 +5%
APC
264
Aspire Private Capital
North Carolina
$624K -$240K -10,152 -28%
FTS
265
Fifth Third Securities
Ohio
$621K +$14.3K +606 +2%
EFG
266
Ehrlich Financial Group
California
$612K +$194K +8,216 +46%
LGW
267
Leslie Global Wealth
Illinois
$601K -$24.1K -1,020 -4%
TC
268
Trilogy Capital
California
$601K -$137K -5,813 -18%
WIM
269
WealthPlan Investment Management
Nebraska
$595K -$45.6K -1,931 -7%
MWP
270
Moller Wealth Partners
$593K +$598K +25,326 New
GFA
271
Gallagher Fiduciary Advisors
Illinois
$591K +$9.81K +415 +2%
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$588K +$16.2K +685 +3%
SIS
273
Sound Income Strategies
Florida
$585K +$591K +24,996 New
GM
274
GeoWealth Management
Illinois
$543K +$548K +23,204 New
LSA
275
Lion Street Advisors
Texas
$539K – – –
9 10
11
12 13