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State Street SPDR Portfolio High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
326
Cary Street Partners Investment Advisory
Virginia
$468K +$469K +19,791 New
DC
327
Davenport & Co
Virginia
$459K +$124K +5,229 +37%
CFAM
328
Center For Asset Management
Florida
$452K +$1.97K +83 +0.4%
BWM
329
BCS Wealth Management
Tennessee
$446K +$446K +18,827 New
HWAM
330
Hennion & Walsh Asset Management
New Jersey
$444K +$29.1K +1,227 +7%
IRAG
331
Investment Research & Advisory Group
Georgia
$439K +$29.2K +1,233 +7%
GVCM
332
Global View Capital Management
Wisconsin
$429K +$430K +18,141 New
NAMNJ
333
NorthStar Asset Management (New Jersey)
New Jersey
$427K +$69.5K +2,932 +19%
GWM
334
Geneos Wealth Management
Colorado
$423K -$15.2K -642 -3%
SAM
335
Synergy Asset Management
Washington
$418K +$419K +17,679 New
ZWA
336
Zinnia Wealth Advisory
Florida
$418K +$418K +17,649 New
IW
337
Instrumental Wealth
Florida
$414K +$21.5K +907 +5%
Corient Private Wealth
338
Corient Private Wealth
Florida
$410K +$30.6K +1,289 +8%
OIA
339
OneDigital Investment Advisors
Kansas
$408K -$2M -84,262 -83%
PFA
340
Peak Financial Advisors
Colorado
$405K -$7.89K -333 -2%
SWTS
341
Stonehaven Wealth & Tax Solutions
Wisconsin
$404K +$36.2K +1,527 +10%
RWA
342
Redmont Wealth Advisors
Illinois
$401K +$202K +8,504 +101%
AWA
343
Acorn Wealth Advisors
Michigan
$400K +$58.3K +2,461 +17%
NLWP
344
Next Level Wealth Planning
Idaho
$399K +$49K +2,068 +14%
JPLA
345
Joseph P. Lucia & Associates
New York
$399K +$399K +16,850 New
BCA
346
Bay Colony Advisors
Massachusetts
$397K +$75.4K +3,180 +23%
AFP
347
Ausdal Financial Partners
Iowa
$391K -$7.49K -316 -2%
LG
348
LaFleur & Godfrey
Michigan
$386K +$40.8K +1,721 +12%
BRPW
349
Ballast Rock Private Wealth
South Carolina
$386K +$387K +16,306 New
UCFA
350
United Capital Financial Advisors
Texas
$385K +$7.87K +332 +2%