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State Street SPDR Portfolio High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
376
Bay Colony Advisors
Massachusetts
$318K -$73.9K -3,132 -19%
PF
377
PlanWiser Financial
Colorado
$318K +$42.7K +1,808 +15%
KFI
378
Key Financial Inc
Pennsylvania
$316K
HA
379
Hegarty Advisors
New York
$313K +$3.61K +153 +1%
BWP
380
BlueStem Wealth Partners
Minnesota
$307K +$21.9K +929 +8%
LOWM
381
Laurel Oak Wealth Management
New Jersey
$307K +$14.4K +609 +5%
CAM
382
Concorde Asset Management
Michigan
$302K -$464K -19,655 -60%
WAS
383
Westco Advisory Services
New York
$298K +$33K +1,400 +12%
RWM
384
Ritholtz Wealth Management
New York
$295K +$298K +12,635 New
GVCM
385
Global View Capital Management
Wisconsin
$294K -$131K -5,532 -30%
FCA
386
FLC Capital Advisors
California
$293K
DAS
387
Dynamic Advisor Solutions
Arizona
$290K +$51.5K +2,183 +21%
FPWM
388
FSB Premier Wealth Management
Iowa
$288K +$401 +17 +0.1%
HWM
389
Howard Wealth Management
Connecticut
$285K -$14.7K -623 -5%
DSA
390
Droms Strauss Advisors
Missouri
$284K +$20.7K +879 +8%
SWA
391
Sightline Wealth Advisors
Connecticut
$283K +$76.7K +3,252 +37%
LWL
392
Leo Wealth LLC
Texas
$281K +$285K +12,061 New
GAFA
393
Garton & Associates Financial Advisors
Kentucky
$272K -$257K -10,907 -48%
PFM
394
Phillips Financial Management
Indiana
$272K -$2.48K -105 -0.9%
TWP
395
Triad Wealth Partners
Kansas
$265K +$268K +11,353 New
CIAS
396
Capital Investment Advisory Services
North Carolina
$265K +$1.65K +70 +0.6%
Focus Partners Wealth
397
Focus Partners Wealth
Massachusetts
$264K +$62.9K +2,667 +31%
AWM
398
Ariadne Wealth Management
California
$263K -$18.9K -800 -7%
OC
399
Oppenheimer & Co
New York
$261K -$118K -5,016 -31%
DF
400
Dunhill Financial
United Kingdom
$257K +$260K +11,039 New