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State Street SPDR Portfolio High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
126
Bell Investment Advisors
California
$1.76M +$361K +15,597 +26%
Envestnet Portfolio Solutions
127
Envestnet Portfolio Solutions
Illinois
$1.73M +$1.38M +59,693 +401%
SS
128
Sound Stewardship
Kansas
$1.72M +$154K +6,651 +10%
AFG
129
Atomi Financial Group
New York
$1.71M +$1.18M +50,735 +221%
Goldman Sachs
130
Goldman Sachs
New York
$1.71M +$554K +23,904 +48%
SSWM
131
Sheets Smith Wealth Management
North Carolina
$1.7M -$14.4K -620 -0.8%
CF
132
Convergence Financial
Missouri
$1.65M +$791K +34,137 +92%
SYBT
133
Stock Yards Bank & Trust
Kentucky
$1.59M +$51.7K +2,230 +3%
IFG
134
Independent Financial Group
California
$1.53M +$1.53M +66,061 New
AAG
135
Armstrong Advisory Group
Massachusetts
$1.53M +$311K +13,413 +26%
FM
136
Foster & Motley
Ohio
$1.5M -$29.1K -1,258 -2%
FA
137
Fiduciary Alliance
South Carolina
$1.49M +$347K +14,964 +30%
OL
138
Optas LLC
Texas
$1.43M +$36K +1,555 +3%
AI
139
Atria Investments
North Carolina
$1.41M +$1.41M +60,781 New
HA
140
Herold Advisors
New York
$1.38M +$13.2K +571 +1%
LWA
141
Lantern Wealth Advisors
New York
$1.38M +$13.2K +571 +1%
FFS
142
Founders Financial Securities
Maryland
$1.35M +$355K +15,330 +36%
MA
143
Mutual Advisors
Nebraska
$1.3M +$1.28M +55,339 New
AWA
144
Arete Wealth Advisors
Illinois
$1.29M +$171K +7,370 +15%
SWP
145
Stratos Wealth Partners
Ohio
$1.26M +$145K +6,279 +13%
GRP
146
Global Retirement Partners
California
$1.25M +$74.8K +3,230 +6%
SFPG
147
Stonebridge Financial Planning Group
Florida
$1.23M -$127K -5,467 -9%
EWA
148
Exencial Wealth Advisors
Oklahoma
$1.22M -$20.5K -883 -2%
AAS
149
Avantax Advisory Services
Texas
$1.2M -$21K -908 -2%
WS
150
Wedbush Securities
California
$1.2M +$59.4K +2,565 +5%