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State Street SPDR Portfolio High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
51
Centaurus Financial
California
$1M +$180K +8,026 +22%
SFPG
52
Stonebridge Financial Planning Group
Florida
$987K +$200K +8,944 +25%
RWA
53
Rooted Wealth Advisors
Illinois
$971K +$973K +43,479 New
Osaic Holdings
54
Osaic Holdings
Arizona
$879K +$112K +5,015 +15%
KWS
55
Keystone Wealth Services
California
$859K +$861K +38,447 New
CAN
56
Cetera Advisor Networks
California
$851K +$853K +38,106 New
WWA
57
WCG Wealth Advisors
Nevada
$814K +$357K +15,962 +78%
BFA
58
Beaumont Financial Advisors
Massachusetts
$812K +$813K +36,325 New
SW
59
SVB Wealth
Massachusetts
$781K +$414K +18,507 +113%
IC
60
Inscription Capital
Texas
$745K +$3.2K +143 +0.4%
FM
61
Foster & Motley
Ohio
$741K +$463K +20,700 +166%
WIM
62
WealthPlan Investment Management
Nebraska
$715K +$701K +31,298 New
WP
63
WealthPLAN Partners
Nebraska
$715K +$701K +31,298 New
EDRIA
64
Edmonds Duncan Registered Investment Advisors
Kansas
$695K +$696K +31,092 New
BAM
65
BTS Asset Management
Massachusetts
$679K +$671K +29,976 New
V
66
Veritable
Delaware
$670K
MML Investors Services
67
MML Investors Services
Massachusetts
$657K +$150K +6,680 +29%
MPW
68
MA Private Wealth
California
$657K -$249K -11,125 -27%
CA
69
Cetera Advisors
Colorado
$620K -$5.98K -267 -1%
KAS
70
Kestra Advisory Services
Texas
$613K +$255K +11,399 +71%
RA
71
RFG Advisory
Alabama
$564K +$143K +6,398 +36%
AAG
72
Armstrong Advisory Group
Massachusetts
$555K +$556K +24,843 New
TC
73
Trilogy Capital
California
$531K -$74.2K -3,317 -12%
CWM
74
Collaborative Wealth Management
Florida
$521K +$24.9K +1,113 +5%
UWM
75
USAdvisors Wealth Management
Minnesota
$520K +$10.1K +451 +2%