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State Street SPDR Portfolio High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
126
Trilogy Capital
California
$1.06M +$217K +9,612 +27%
TPA
127
Trivium Point Advisory
Connecticut
$1.01M +$180K +7,958 +23%
IFA
128
Index Fund Advisors
California
$1M +$515K +22,800 +114%
WWA
129
WCG Wealth Advisors
Nevada
$951K -$328K -14,524 -26%
AAS
130
Avantax Advisory Services
Texas
$944K +$538K +23,789 +143%
VFPW
131
Vantage Financial Partners (Wisconsin)
Wisconsin
$936K +$904K +40,019 New
CF
132
Centaurus Financial
California
$935K -$330K -14,591 -27%
RFN
133
Redwood Financial Network
Ohio
$865K +$391K +17,297 +88%
MWM
134
Meridian Wealth Management
Kentucky
$848K +$820K +36,285 New
FA
135
Fiduciary Alliance
South Carolina
$824K +$796K +35,246 New
CWM
136
Collaborative Wealth Management
Florida
$814K -$3.68K -163 -0.5%
IC
137
Inscription Capital
Texas
$802K +$32.7K +1,449 +4%
BRWA
138
B. Riley Wealth Advisors
Florida
$787K +$314K +13,888 +70%
CSPAM
139
Cary Street Partners Asset Management
Virginia
$772K +$332K +14,711 +80%
CAG
140
Csenge Advisory Group
Florida
$766K +$741K +32,774 New
SS
141
Simplicity Solutions
Minnesota
$756K +$85.1K +3,768 +13%
EB
142
Exchange Bank
California
$751K +$726K +32,137 New
FFS
143
Founders Financial Securities
Maryland
$731K +$356K +15,768 +102%
Pathstone Holdings
144
Pathstone Holdings
New Jersey
$701K +$678K +30,000 New
HFS
145
Horizon Financial Services
North Carolina
$701K +$677K +29,967 New
AWA
146
Alaska Wealth Advisors
Alaska
$696K +$131K +5,796 +24%
PWA
147
Provenance Wealth Advisors
Florida
$693K +$670K +29,642 New
TFA
148
Teamwork Financial Advisors
Texas
$675K +$653K +28,879 New
UWM
149
USAdvisors Wealth Management
Minnesota
$671K
EDRIA
150
Edmonds Duncan Registered Investment Advisors
Kansas
$664K +$21.2K +939 +3%