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State Street SPDR Portfolio High Yield Bond ETF
SPHY

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
326
SVB Wealth
Massachusetts
$310K +$18.8K +795 +6%
KFI
327
Key Financial Inc
Pennsylvania
$310K – – –
BAM
328
BTS Asset Management
Massachusetts
$309K -$802K -33,929 -72%
CAC
329
Certified Advisory Corp
Florida
$306K +$15.1K +640 +5%
NL
330
NWAM LLC
Washington
$302K -$1.59M -67,251 -84%
FPWM
331
FSB Premier Wealth Management
Iowa
$297K -$155K -6,557 -34%
SIA
332
Strategic Investment Advisors
Michigan
$297K +$2.67K +113 +0.9%
AWA
333
Acorn Wealth Advisors
Michigan
$292K +$45.6K +1,928 +18%
HWAM
334
Hennion & Walsh Asset Management
New Jersey
$289K -$1.8K -76 -0.6%
C
335
Certuity
Florida
$288K +$291K +12,308 New
PB
336
Pinnacle Bancorp
Nebraska
$281K – – –
NLWP
337
Next Level Wealth Planning
Idaho
$274K +$276K +11,687 New
CIAS
338
Capital Investment Advisory Services
North Carolina
$271K +$33K +1,396 +14%
AWM
339
Ariadne Wealth Management
California
$271K -$16.3K -691 -6%
RF
340
Rossby Financial
Florida
$270K +$274K +11,591 New
PFA
341
Petra Financial Advisors
Colorado
$270K -$15.4K -653 -5%
LIA
342
Lynx Investment Advisory
District of Columbia
$266K -$33.9K -1,434 -11%
CW
343
CreativeOne Wealth
Kansas
$265K -$28.3K -1,196 -10%
SAW
344
Signal Advisors Wealth
Michigan
$265K -$55.9K -2,364 -17%
DC
345
Davenport & Co
Virginia
$265K +$267K +11,300 New
IWC
346
Integrated Wealth Concepts
Massachusetts
$260K +$17.6K +745 +7%
RCA
347
Runnymede Capital Advisors
Ohio
$259K – – –
MAS
348
Madden Advisory Services
Florida
$255K +$354 +15 +0.1%
GIA
349
Gladstone Institutional Advisory
Florida
$253K -$19.2K -814 -7%
CFB
350
Cullen/Frost Bankers
Texas
$252K -$1.82K -77 -0.7%
12 13
14
15 16