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State Street SPDR Portfolio High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
201
Phillips Financial Management
Indiana
$341K +$13K +556 +4%
PFA
202
Peak Financial Advisors
Colorado
$323K +$95.5K +4,093 +42%
VI
203
VanderPol Investments
Michigan
$320K +$21.2K +910 +7%
RW
204
Rede Wealth
Virginia
$319K +$317K +13,592 New
PI
205
PFG Investments
New York
$318K +$316K +13,541 New
WG
206
Wealth Group
North Carolina
$315K +$314K +13,447 New
GA
207
Geller Advisors
New York
$312K
VT
208
Vise Technologies
New York
$309K -$43.3K -1,856 -12%
IW
209
Instrumental Wealth
Florida
$304K -$18.7K -800 -6%
SB
210
Strategic Blueprint
Georgia
$300K +$299K +12,807 New
GIA
211
Gladstone Institutional Advisory
Florida
$296K -$37.7K -1,617 -11%
CPRC
212
Consolidated Portfolio Review Corp
New York
$295K +$78K +3,343 +36%
KFI
213
Key Financial Inc
Pennsylvania
$292K
IW
214
Imprint Wealth
South Carolina
$286K +$287K +12,297 New
SIA
215
Strategic Investment Advisors
Michigan
$274K +$273K +11,685 New
AWA
216
Authentikos Wealth Advisory
California
$272K +$271K +11,611 New
National Bank of Canada
217
National Bank of Canada
Quebec, Canada
$272K +$32.9K +1,410 +14%
OIA
218
OneDigital Investment Advisors
Kansas
$271K +$25.1K +1,077 +10%
HKIMG
219
Hutchens & Kramer Investment Management Group
Indiana
$268K +$269K +11,537 New
BCI
220
Brinker Capital Investments
Pennsylvania
$267K -$258K -11,053 -49%
OPS
221
Orion Portfolio Solutions
Nebraska
$267K -$258K -11,053 -49%
UAG
222
United Advisor Group
Ohio
$267K +$265K +11,365 New
SCA
223
Scott Capital Advisors
Oregon
$262K +$263K +11,250 New
FA
224
FSA Advisors
Michigan
$256K -$49.5K -2,121 -16%
NC
225
Napatree Capital
Rhode Island
$248K -$420 -18 -0.2%