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State Street SPDR Portfolio High Yield Bond ETF
SPHY

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
376
EP Wealth Advisors
California
$138K +$2.03K +86 +1%
PTC
377
Private Trust Company
Ohio
$135K – – –
IRAG
378
Investment Research & Advisory Group
Georgia
$134K +$28.1K +1,190 +26%
CA
379
CoreCap Advisors
Michigan
$134K +$9K +381 +7%
WT
380
Whittier Trust
California
$128K +$96.3K +4,075 +292%
JHCP
381
Jackson Hole Capital Partners
Oklahoma
$121K +$122K +5,181 New
MBFW
382
Morton Brown Family Wealth
Pennsylvania
$119K +$121K +5,102 New
WF
383
Wayfinding Financial
Washington
$117K +$118K +5,008 New
RWA
384
Redmont Wealth Advisors
Illinois
$106K +$107K +4,529 New
WCM
385
Westend Capital Management
California
$105K +$106K +4,501 New
WT
386
Washington Trust
Rhode Island
$100K +$51.4K +2,174 +103%
BOJHT
387
Bank of Jackson Hole Trust
Wyoming
$97.8K +$10.2K +430 +12%
FFA
388
Founders Financial Alliance
North Carolina
$97.4K +$8.39K +355 +9%
HR
389
Howe & Rusling
New York
$97.2K +$31.6K +1,336 +47%
AG
390
AmeriFlex Group
Nevada
$95.8K +$307 +13 +0.3%
WWM
391
Woodside Wealth Management
Massachusetts
$93.4K +$94.3K +3,990 New
AF
392
Advisornet Financial
Minnesota
$82.8K +$15.1K +638 +22%
BFPW
393
BOK Financial Private Wealth
Colorado
$79.1K -$3.45K -146 -4%
WCM
394
WealthTrak Capital Management
Virginia
$66.4K -$856K -36,242 -93%
RIA
395
Realta Investment Advisors
Delaware
$60.9K +$2.2K +93 +4%
BWL
396
Bogart Wealth LLC
Virginia
$53.4K -$7.82K -331 -13%
TF
397
Tompkins Financial
New York
$51.8K – – –
TWC
398
TD Waterhouse Canada
Ontario, Canada
$39.2K -$95 -4 -0.2%
CFFP
399
Center for Financial Planning
Michigan
$38.3K +$38.6K +1,635 New
OSAM
400
O'Shaughnessy Asset Management
Connecticut
$37.9K +$22.7K +960 +145%
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