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State Street SPDR Portfolio High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KGP
451
Keystone Global Partners
Colorado
$1.01K +$1.02K +43 New
CPG
452
Cornerstone Planning Group
New Jersey
$855 +$874 +37 New
T
453
Tidemark
California
$632 +$638 +27 New
APCM
454
Alaska Permanent Capital Management
Alaska
$281
PPWM
455
PFG Private Wealth Management
Florida
$234 +$236 +10 New
CAWM
456
Capital A Wealth Management
Pennsylvania
$141 -$9.55K -404 -99%
IAA
457
Independent Advisor Alliance
North Carolina
-$10.9M -466,400 Closed
CPW
458
Crestmont Private Wealth
Texas
-$6.18M -263,214 Closed
FC
459
Fjell Capital
North Dakota
-$2.99M -127,466 Closed
JWCA
460
J.W. Cole Advisors
Florida
-$2.06M -87,983 Closed
SWM
461
Stark Wealth Management
Pennsylvania
-$1.63M -69,648 Closed
SI
462
Severin Investments
Missouri
-$1.57M -66,833 Closed
DIM
463
Delta Investment Management
California
-$1.44M -61,542 Closed
CFGS
464
Concourse Financial Group Securities
Alabama
-$823K -34,649 Closed
HOWA
465
Heritage Oak Wealth Advisors
Florida
-$812K -34,595 Closed
MWA
466
Midland Wealth Advisors
Illinois
-$736K -31,376 Closed
Jane Street
467
Jane Street
New York
-$419K -17,868 Closed
BAM
468
Belpointe Asset Management
Nevada
-$393K -16,532 Closed
SL
469
SWMG LLC
Texas
-$377K -15,895 Closed
GVCM
470
Global View Capital Management
Wisconsin
-$318K -13,499 Closed
EP
471
Essential Planning
New Hampshire
-$314K -13,240 Closed
Mercer Global Advisors
472
Mercer Global Advisors
Colorado
-$304K -12,951 Closed
CAP
473
Columbia Advisory Partners
Washington
-$302K -12,878 Closed
KPWS
474
Kestra Private Wealth Services
Texas
-$255K -10,872 Closed
MA
475
MONECO Advisors
Connecticut
-$237K -10,102 Closed