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State Street SPDR Portfolio High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
326
Institute for Wealth Management
Colorado
$496K +$502K +21,276 New
OFS
327
OneAscent Financial Services
Alabama
$491K +$161K +6,820 +48%
SAM
328
Smartleaf Asset Management
Massachusetts
$491K +$462K +19,573 +1,165%
DZ Bank
329
DZ Bank
Germany
$488K -$45.1K -1,910 -8%
CCC
330
Compass Capital Corp
Massachusetts
$483K -$2.1K -89 -0.4%
FG
331
Fairman Group
Pennsylvania
$482K -$15.5K -655 -3%
PWA
332
Provenance Wealth Advisors
Florida
$479K
JPLA
333
Joseph P. Lucia & Associates
New York
$479K +$87.3K +3,701 +22%
DC
334
Davenport & Co
Virginia
$474K +$22.1K +936 +5%
William Blair & Company
335
William Blair & Company
Illinois
$466K +$4.13K +175 +0.9%
IRAG
336
Investment Research & Advisory Group
Georgia
$461K +$29.2K +1,238 +7%
SAM
337
Synergy Asset Management
Washington
$459K +$47.6K +2,018 +11%
GWM
338
Geneos Wealth Management
Colorado
$455K +$37.9K +1,607 +9%
WF
339
WealthPoint Financial
North Carolina
$451K +$96.5K +4,090 +27%
KWM
340
Kingsview Wealth Management
Oregon
$446K -$1.24M -52,360 -73%
NRI
341
NFP Retirement Inc
California
$444K +$80.3K +3,403 +22%
AWA
342
Acorn Wealth Advisors
Michigan
$429K +$34.9K +1,478 +9%
WAP
343
Wealthcare Advisory Partners
Pennsylvania
$421K +$44.1K +1,869 +12%
SWTS
344
Stonehaven Wealth & Tax Solutions
Wisconsin
$418K +$19.9K +845 +5%
IW
345
Instrumental Wealth
Florida
$412K +$5.9K +250 +1%
Corient Private Wealth
346
Corient Private Wealth
Florida
$409K +$369K +15,655 +90%
SLG
347
Sanchez Levi Garrett
$409K +$414K +17,533 New
National Bank of Canada
348
National Bank of Canada
Quebec, Canada
$408K +$90.6K +3,841 +28%
IAG
349
Investment Advisory Group
Massachusetts
$399K +$48K +2,035 +14%
MAS
350
Madden Advisory Services
Florida
$395K +$23.6K +1,000 +6%