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State Street SPDR Portfolio High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
301
Phillips Financial Management
Indiana
$332K -$30.4K -1,282 -8%
SAW
302
Signal Advisors Wealth
Michigan
$321K +$324K +13,674 New
BRWA
303
B. Riley Wealth Advisors
Florida
$321K -$624K -26,317 -66%
GVCM
304
Global View Capital Management
Wisconsin
$318K +$320K +13,499 New
LG
305
LaFleur & Godfrey
Michigan
$316K +$22.4K +943 +8%
EP
306
Essential Planning
New Hampshire
$314K +$314K +13,240 New
BIA
307
Bell Investment Advisors
California
$313K -$6.41K -270 -2%
GA
308
Geller Advisors
New York
$312K
KFI
309
Key Financial Inc
Pennsylvania
$311K +$7.36K +310 +2%
IA
310
IFP Advisors
Florida
$308K -$43.2K -1,821 -12%
Mercer Global Advisors
311
Mercer Global Advisors
Colorado
$304K -$46.3K -1,952 -13%
CAP
312
Columbia Advisory Partners
Washington
$302K +$28.2K +1,190 +10%
FAIM
313
Financial Advocates Investment Management
Washington
$302K +$3.18K +134 +1%
LIA
314
Lynx Investment Advisory
District of Columbia
$301K +$11.3K +476 +4%
SIA
315
Strategic Investment Advisors
Michigan
$295K +$6.26K +264 +2%
CW
316
CreativeOne Wealth
Kansas
$294K +$69.7K +2,937 +31%
AWM
317
Ariadne Wealth Management
California
$293K +$21.5K +907 +8%
SW
318
SVB Wealth
Massachusetts
$292K +$295K +12,450 New
CAC
319
Certified Advisory Corp
Florida
$292K +$295K +12,424 New
HWAM
320
Hennion & Walsh Asset Management
New Jersey
$291K +$9.85K +415 +3%
PFA
321
Petra Financial Advisors
Colorado
$286K +$9.18K +387 +3%
KWM
322
KFG Wealth Management
Indiana
$284K -$45.4K -1,915 -14%
DZ Bank
323
DZ Bank
Germany
$283K +$281K +11,838 +5,285%
PB
324
Pinnacle Bancorp
Nebraska
$281K
GIA
325
Gladstone Institutional Advisory
Florida
$273K -$18.8K -792 -6%