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State Street SPDR Portfolio High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
126
Phillips Financial Management
Indiana
$388K +$9K +396 +2%
FPWM
127
FSB Premier Wealth Management
Iowa
$381K +$12.6K +554 +3%
AAS
128
Avantax Advisory Services
Texas
$372K +$377K +16,598 New
NRI
129
NFP Retirement Inc
California
$365K +$13.4K +592 +4%
Schroder Investment Management Group
130
Schroder Investment Management Group
United Kingdom
$358K +$362K +15,951 New
VCM
131
Virtue Capital Management
Tennessee
$348K
FFS
132
Founders Financial Securities
Maryland
$348K +$352K +15,503 New
TC
133
TownSquare Capital
Utah
$338K -$4.09K -180 -1%
IA
134
IFP Advisors
Florida
$338K -$432 -19 -0.1%
FAIM
135
Financial Advocates Investment Management
Washington
$327K +$85.4K +3,758 +35%
GIA
136
Gladstone Institutional Advisory
Florida
$321K
CA
137
Continuum Advisory
Idaho
$315K
VT
138
Vise Technologies
New York
$315K -$27.2K -1,198 -8%
IW
139
Instrumental Wealth
Florida
$307K +$9.09K +400 +3%
LNC
140
Lincoln National Corp
Pennsylvania
$303K +$307K +13,514 New
GA
141
Geller Advisors
New York
$299K +$302K +13,314 New
MA
142
Mutual Advisors
Nebraska
$279K +$283K +12,444 New
KFI
143
Key Financial Inc
Pennsylvania
$273K
PFA
144
Peak Financial Advisors
Colorado
$271K -$152K -6,671 -36%
AWM
145
Accurate Wealth Management
Florida
$266K +$274K +12,078 New
Wells Fargo
146
Wells Fargo
California
$259K +$168K +7,404 +178%
BCI
147
Brinker Capital Investments
Pennsylvania
$256K -$1.82K -80 -0.7%
OPS
148
Orion Portfolio Solutions
Nebraska
$256K -$1.82K -80 -0.7%
TI
149
Trexquant Investment
Connecticut
$251K +$255K +11,212 New
Comerica Bank
150
Comerica Bank
Texas
$249K +$252K +11,097 New