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State Street SPDR Portfolio High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$5.87M -$141K -5,959 -2%
SIS
127
Sound Income Strategies
Florida
$5.81M +$1.94M +81,990 +51%
OMC
128
Old Mission Capital
Illinois
$5.6M +$2.8M +118,213 +100%
SFPG
129
Stonebridge Financial Planning Group
Florida
$5.53M +$747K +31,497 +16%
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$5.51M +$28.9K +1,218 +0.5%
Mariner
131
Mariner
Kansas
$5.49M +$386K +16,292 +8%
CIA
132
Concurrent Investment Advisors
Florida
$5.49M +$2.52M +106,141 +84%
WFL
133
Wealth Forward LLC
North Dakota
$5.47M +$88.1K +3,717 +2%
PWM
134
Prosperity Wealth Management
California
$5.3M -$196K -8,269 -4%
LHA
135
Little Harbor Advisors
Massachusetts
$5.26M -$525K -22,150 -9%
RA
136
RFG Advisory
Alabama
$5.09M +$2.09M +88,353 +70%
HWMG
137
Hurlow Wealth Management Group
Indiana
$5.08M +$646K +27,262 +15%
MFG
138
Marmo Financial Group
Tennessee
$5.06M +$75.6K +3,190 +2%
HPC
139
Hobart Private Capital
North Carolina
$4.96M +$368K +15,528 +8%
HAG
140
HF Advisory Group
Maryland
$4.96M +$511K +21,552 +11%
Calamos Advisors
141
Calamos Advisors
Illinois
$4.48M +$459K +19,381 +11%
AI
142
Arvest Investments
Arkansas
$4.47M +$500K +21,101 +13%
CPSC
143
Carl P. Sherr & Co
Massachusetts
$4.47M +$217K +9,159 +5%
KAS
144
Kestra Advisory Services
Texas
$4.43M +$2.48M +104,755 +127%
SWM
145
SigFig Wealth Management
California
$4.36M +$863K +36,404 +25%
MWP
146
Moller Wealth Partners
$4.36M +$1M +42,378 +30%
AWA
147
Alaska Wealth Advisors
Alaska
$4.35M +$121K +5,118 +3%
CJ
148
Caitlin John
Michigan
$4.28M +$4.2M +177,165 +5,065%
BIG
149
Bush Investment Group
Georgia
$4.24M +$38.2K +1,612 +0.9%
VWM
150
Verus Wealth Management
Wisconsin
$4.2M +$62.8K +2,649 +2%