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State Street SPDR Portfolio High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Spire Wealth Management
Virginia
$45K +$45K +1,697 New
NFSG
52
Newbridge Financial Services Group
Florida
$31K – – –
RIM
53
Rockbridge Investment Management
New York
$23K – – –
AIC
54
Ameritas Investment Company
Nebraska
$22.8K +$22.7K +857 New
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$16K – – –
Citigroup
56
Citigroup
New York
$16K – – –
AIC
57
Archer Investment Corporation
Indiana
$15.7K – – –
GWM
58
Geneos Wealth Management
Colorado
$15K – – –
EP
59
Eudaimonia Partners
Tennessee
$13K +$13.2K +498 New
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$11K -$11.7K -441 -51%
FWM
61
Focused Wealth Management
New York
$8K +$27 +1 +0.3%
HI
62
Harbour Investments
Wisconsin
$8K +$7.85K +296 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$6K – – –
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
US Bancorp
65
US Bancorp
Minnesota
$3K – – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$2K +$1.51K +57 +1,900%
ACA
67
Aptus Capital Advisors
Alabama
$1K +$530 +20 New
RWA
68
Redhawk Wealth Advisors
Minnesota
– -$8.21M -310,004 Closed
KAS
69
Kestra Advisory Services
Texas
– -$340K -12,844 Closed
SFG
70
StrategIQ Financial Group
Indiana
– -$200K -7,553 Closed
ASN
71
Advisory Services Network
Georgia
– -$20K -741 Closed
DA
72
DCM Advisors
New York
– -$5K -200 Closed