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State Street SPDR Portfolio High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIP
101
DT Investment Partners
Pennsylvania
$1.89M +$322K +13,809 +21%
State Street
102
State Street
Massachusetts
$1.88M
IPW
103
Impact Partnership Wealth
Georgia
$1.8M -$488K -20,885 -21%
MFC
104
Mechanics Financial Corp
Ohio
$1.78M +$1.77M +75,747 New
CJ
105
Caitlin John
Michigan
$1.74M +$1.73M +74,211 New
SSWM
106
Sheets Smith Wealth Management
North Carolina
$1.73M +$7.61K +326 +0.4%
MFG
107
Marmo Financial Group
Tennessee
$1.7M +$1.69M +72,480 New
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$1.67M -$379K -16,242 -19%
CA
109
CGN Advisors
Kansas
$1.67M +$281K +12,058 +20%
BCM
110
BlueCrest Capital Management
Jersey
$1.66M +$1.66M +70,966 New
VAG
111
VisionPoint Advisory Group
Texas
$1.65M +$1.64M +70,259 +81,697%
FW
112
FirstPurpose Wealth
Utah
$1.63M -$2.4K -103 -0.1%
AWS
113
Atria Wealth Solutions
New York
$1.58M -$1.97M -84,588 -56%
SS
114
Sound Stewardship
Kansas
$1.58M +$1.57M +67,272 New
SW
115
Simplicity Wealth
New Jersey
$1.57M +$1.2M +51,253 +325%
CGF
116
Constant Guidance Financial
Massachusetts
$1.56M -$762K -32,638 -33%
SYBT
117
Stock Yards Bank & Trust
Kentucky
$1.55M -$769K -32,951 -33%
FM
118
Foster & Motley
Ohio
$1.54M +$4.13K +177 +0.3%
BIA
119
Bell Investment Advisors
California
$1.41M -$29.4K -1,258 -2%
OL
120
Optas LLC
Texas
$1.41M -$3.81K -163 -0.3%
HWAM
121
Hennion & Walsh Asset Management
New Jersey
$1.41M -$450K -19,284 -24%
BCM
122
Brookstone Capital Management
Illinois
$1.4M +$55.7K +2,387 +4%
HA
123
Herold Advisors
New York
$1.39M -$2.57K -110 -0.2%
LWA
124
Lantern Wealth Advisors
New York
$1.39M -$2.57K -110 -0.2%
SFPG
125
Stonebridge Financial Planning Group
Florida
$1.37M -$139K -5,967 -9%