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State Street SPDR Portfolio High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
351
Vantage Financial Partners (Wisconsin)
Wisconsin
$302K -$106K -4,464 -26%
LIA
352
Lynx Investment Advisory
District of Columbia
$302K +$12.4K +522 +4%
FPWM
353
FSB Premier Wealth Management
Iowa
$292K -$10.9K -458 -4%
SPIA
354
Steward Partners Investment Advisory
New York
$292K +$72.9K +3,071 +34%
ATPW
355
Ashton Thomas Private Wealth
Arizona
$288K +$285K +12,018 New
SWM
356
Spire Wealth Management
Virginia
$287K -$171K -7,220 -38%
SIA
357
Strategic Investment Advisors
Michigan
$286K +$602K +25,364 +207%
Betterment LLC
358
Betterment LLC
New York
$284K +$19K +799 +7%
IAS
359
Insigneo Advisory Services
Florida
$280K +$278K +11,715 New
CIAS
360
Capital Investment Advisory Services
North Carolina
$280K +$2.28K +96 +0.8%
BWP
361
BlueStem Wealth Partners
Minnesota
$280K +$20.7K +871 +8%
IAG
362
Investment Advisory Group
Massachusetts
$276K +$274K +11,529 New
MFC
363
Mechanics Financial Corp
Ohio
$275K -$250K -10,547 -48%
SCA
364
Scott Capital Advisors
Oregon
$268K -$66K -2,781 -20%
AWM
365
Ariadne Wealth Management
California
$260K +$3.97K +167 +2%
CP
366
Cumberland Partners
Ontario, Canada
$260K +$11.1K +466 +4%
AWM
367
Axxcess Wealth Management
California
$260K +$258K +10,845 New
NRI
368
NFP Retirement Inc
California
$259K +$1.28K +54 +0.5%
Mercer Global Advisors
369
Mercer Global Advisors
Colorado
$259K +$257K +10,832 New
PWP
370
Parkwoods Wealth Partners
New York
$259K -$328K -13,826 -56%
TPA
371
Trivium Point Advisory
Connecticut
$258K -$2.69M -113,095 -91%
HIC
372
Holderness Investments Company
North Carolina
$257K +$255K +10,753 New
HWM
373
Howard Wealth Management
Connecticut
$255K +$36.8K +1,548 +17%
CFB
374
Cullen/Frost Bankers
Texas
$253K -$2.54K -107 -1%
KFGK
375
Keystone Financial Group (Kentucky)
Kentucky
$251K -$10.7K -450 -4%