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State Street SPDR Portfolio High Yield Bond ETF
SPHY

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
276
WBH Advisory
Maryland
$845K +$108K +4,570 +14%
CLGM
277
Capitolis Liquid Global Markets
New York
$840K – – –
ZWA
278
Zinnia Wealth Advisory
Florida
$838K +$432K +18,298 +104%
AIA
279
Acute Investment Advisory
Arizona
$837K +$847K +35,900 New
AAG
280
Armstrong Advisory Group
Massachusetts
$830K -$120K -5,065 -12%
IWC
281
Integrated Wealth Concepts
Massachusetts
$827K +$837K +35,454 New
NIWA
282
New Insight Wealth Advisors
California
$811K -$26.2K -1,110 -3%
CP
283
Cumberland Partners
Ontario, Canada
$807K +$39.9K +1,690 +5%
JSSH
284
J. Safra Sarasin Holding
$804K +$822K +34,835 New
RIA
285
Regal Investment Advisors
Michigan
$795K -$248K -10,500 -24%
DAS
286
Diversify Advisory Services
Utah
$790K -$9.21M -390,289 -92%
RF
287
Rossby Financial
Florida
$790K +$516K +21,872 +181%
KWS
288
Keystone Wealth Services
California
$768K +$777K +32,913 New
SA
289
Sunesis Advisors
Kansas
$755K – – –
SW
290
Simplicity Wealth
New Jersey
$733K +$259K +10,966 +54%
BCI
291
Brinker Capital Investments
Pennsylvania
$717K -$16.8K -711 -2%
APC
292
Aspire Private Capital
North Carolina
$705K +$51.2K +2,170 +8%
ACA
293
Aptus Capital Advisors
Alabama
$682K +$635K +26,900 +1,138%
NL
294
NWAM LLC
Washington
$682K +$26.9K +1,138 +4%
CIA
295
Compass Ion Advisors
Pennsylvania
$677K +$330 +14 +0%
IWN
296
Independent Wealth Network
Iowa
$656K +$444K +18,805 +202%
IC
297
Inscription Capital
Texas
$639K -$13.6K -576 -2%
CFA
298
Cahill Financial Advisors
Minnesota
$632K -$171K -7,262 -21%
VWA
299
Visionary Wealth Advisors
Illinois
$628K +$75.5K +3,201 +13%
BAM
300
Brandywine Asset Management
Pennsylvania
$621K +$11K +466 +2%
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