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State Street SPDR Portfolio High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
401
Peak Financial Advisors
Colorado
$332K -$8.39K -358 -2%
AFP
402
Ausdal Financial Partners
Iowa
$327K -$23K -980 -7%
PWA
403
Provenance Wealth Advisors
Florida
$323K -$159K -6,767 -33%
HNB
404
Huntington National Bank
Ohio
$322K -$19K -810 -6%
LW
405
Linscomb Wealth
Texas
$322K +$322K +13,725 New
HA
406
Hegarty Advisors
New York
$320K +$5.51K +235 +2%
DSA
407
Droms Strauss Advisors
Missouri
$318K +$32.6K +1,391 +11%
KFI
408
Key Financial Inc
Pennsylvania
$318K
HF
409
HRT Financial
New York
$311K -$3.88M -165,497 -93%
SWA
410
Sightline Wealth Advisors
Connecticut
$310K +$26.3K +1,123 +9%
PWP
411
Parkwoods Wealth Partners
New York
$308K -$15.6K -666 -5%
HWM
412
Howard Wealth Management
Connecticut
$303K +$16.5K +704 +6%
CCFM
413
Clear Creek Financial Management
Washington
$300K -$1.87M -79,995 -86%
WAS
414
Westco Advisory Services
New York
$296K -$3.4K -145 -1%
FCA
415
FLC Capital Advisors
California
$295K -$23 -1 -0%
AWM
416
Axxcess Wealth Management
California
$286K -$40.4K -1,723 -12%
FPWM
417
FSB Premier Wealth Management
Iowa
$285K -$4.71K -201 -2%
AWM
418
Ariadne Wealth Management
California
$284K +$20K +852 +8%
KWM
419
Kingsview Wealth Management
Oregon
$281K -$167K -7,129 -37%
AQR Capital Management
420
AQR Capital Management
Connecticut
$273K +$273K +11,656 New
PFM
421
Phillips Financial Management
Indiana
$271K -$1.8K -77 -0.7%
XPN
422
XY Planning Network
Montana
$264K +$263K +11,245 New
KW
423
KWB Wealth
California
$264K +$43.3K +1,850 +20%
CW
424
CreativeOne Wealth
Kansas
$262K +$23.7K +1,010 +10%
CIAS
425
Capital Investment Advisory Services
North Carolina
$261K -$4.94K -211 -2%