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State Street SPDR Portfolio High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
376
GK Wealth Management
Nevada
$329K +$329K +13,890 New
AWM
377
Axxcess Wealth Management
California
$327K +$70K +2,953 +27%
VT
378
Vise Technologies
New York
$326K +$109K +4,604 +50%
National Bank of Canada
379
National Bank of Canada
Quebec, Canada
$323K +$21.5K +906 +7%
KFI
380
Key Financial Inc
Pennsylvania
$321K +$7.71K +325 +2%
SG
381
StoneX Group
New York
$321K -$1.46M -61,733 -82%
HA
382
Hegarty Advisors
New York
$314K +$314K +13,260 New
CCG
383
Capital CS Group
California
$309K +$69.8K +2,943 +29%
VFPW
384
Vantage Financial Partners (Wisconsin)
Wisconsin
$308K +$8.68K +366 +3%
Betterment LLC
385
Betterment LLC
New York
$304K +$23.1K +974 +8%
HWM
386
Howard Wealth Management
Connecticut
$304K +$52.1K +2,199 +21%
SIA
387
Strategic Investment Advisors
Michigan
$301K -$591K -24,921 -66%
FCA
388
FLC Capital Advisors
California
$298K -$29K -1,223 -9%
LOWM
389
Laurel Oak Wealth Management
New Jersey
$297K +$297K +12,543 New
M1FG
390
Mach-1 Financial Group
Arkansas
$293K +$293K +12,373 New
FPWM
391
FSB Premier Wealth Management
Iowa
$292K +$2.85K +120 +1%
BWP
392
BlueStem Wealth Partners
Minnesota
$290K +$12.8K +540 +5%
EPW
393
Endeavor Private Wealth
Kansas
$289K -$164K -6,926 -36%
RF
394
Rossby Financial
Florida
$287K -$15K -633 -5%
AWM
395
Ariadne Wealth Management
California
$286K +$24.8K +1,044 +9%
PF
396
PlanWiser Financial
Colorado
$278K -$2.87M -121,201 -91%
PFM
397
Phillips Financial Management
Indiana
$278K -$61.9K -2,609 -18%
HIP
398
HUB Investment Partners
Texas
$272K +$273K +11,500 New
BHPW
399
Box Hill Private Wealth
Arizona
$270K +$271K +11,413 New
WAS
400
Westco Advisory Services
New York
$270K +$270K +11,392 New