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State Street SPDR Portfolio High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
301
Advisory Services Network
Georgia
$373K +$156K +6,614 +71%
Betterment LLC
302
Betterment LLC
New York
$372K -$152K -6,432 -29%
NCM
303
Northwest Capital Management
Oregon
$372K +$173K +7,309 +85%
UCFA
304
United Capital Financial Advisors
Texas
$371K +$23.7K +1,003 +7%
IW
305
Instrumental Wealth
Florida
$368K +$14.7K +622 +4%
ISFAN
306
Investor's Fiduciary Advisor Network
Washington
$367K
WA
307
WBH Advisory
Maryland
$360K +$124K +5,231 +52%
PFA
308
Peak Financial Advisors
Colorado
$358K +$9.62K +407 +3%
WIA
309
World Investment Advisors
California
$355K +$146K +6,174 +69%
BIA
310
Bell Investment Advisors
California
$350K +$38.1K +1,611 +12%
TSS
311
Two Sigma Securities
New York
$350K +$353K +14,942 New
BWP
312
BlueStem Wealth Partners
Minnesota
$350K -$12.3M -520,694 -97%
SCA
313
Scott Capital Advisors
Oregon
$346K +$3.47K +147 +1%
MWM
314
McNaughton Wealth Management
California
$342K -$2.87M -121,578 -89%
TAP
315
Tounjian Advisory Partners
Florida
$341K +$344K +14,576 New
NC
316
Napatree Capital
Rhode Island
$341K
CAS
317
Coppell Advisory Solutions
Texas
$340K -$6.33K -268 -2%
PFM
318
Phillips Financial Management
Indiana
$336K +$4.96K +210 +1%
Corient Private Wealth
319
Corient Private Wealth
Florida
$329K +$332K +14,044 New
AFP
320
Ausdal Financial Partners
Iowa
$323K -$25.2K -1,068 -7%
BRWA
321
B. Riley Wealth Advisors
Florida
$318K -$2.2K -93 -0.7%
LG
322
LaFleur & Godfrey
Michigan
$317K +$2.22K +94 +0.7%
SWTS
323
Stonehaven Wealth & Tax Solutions
Wisconsin
$316K -$97.8K -4,138 -23%
SFS
324
Sowell Financial Services
Arkansas
$314K +$63K +2,667 +25%
DZ Bank
325
DZ Bank
Germany
$311K +$29.2K +1,236 +10%