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State Street SPDR Portfolio High Yield Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
201
Betterment LLC
New York
$448K -$449K -19,366 -50%
CAS
202
Coppell Advisory Solutions
Texas
$430K +$429K +18,521 New
NRI
203
NFP Retirement Inc
California
$425K +$11.3K +489 +3%
GWSG
204
GPS Wealth Strategies Group
Colorado
$420K -$255 -11 -0.1%
GWCM
205
Godshalk Welsh Capital Management
Pennsylvania
$418K +$11.6K +500 +3%
HKIMG
206
Hutchens & Kramer Investment Management Group
Indiana
$412K +$147K +6,353 +55%
MPW
207
MGO Private Wealth
California
$399K -$5.86K -253 -1%
WG
208
Wealth Group
North Carolina
$398K +$85.5K +3,692 +27%
SB
209
Strategic Blueprint
Georgia
$396K +$98.1K +4,234 +33%
FIA
210
Foundations Investment Advisors
Arizona
$385K +$384K +16,563 New
RW
211
Rede Wealth
Virginia
$373K +$57K +2,461 +18%
BCI
212
Brinker Capital Investments
Pennsylvania
$364K +$99.3K +4,286 +38%
OPS
213
Orion Portfolio Solutions
Nebraska
$364K +$99.3K +4,286 +38%
VI
214
VanderPol Investments
Michigan
$360K +$43K +1,857 +14%
Mercer Global Advisors
215
Mercer Global Advisors
Colorado
$354K +$1.65K +71 +0.5%
UCFA
216
United Capital Financial Advisors
Texas
$351K +$2.48K +107 +0.7%
SFS
217
Sowell Financial Services
Arkansas
$346K -$12.8K -553 -4%
PFA
218
Peak Financial Advisors
Colorado
$331K +$11.2K +483 +4%
PFM
219
Phillips Financial Management
Indiana
$329K -$8.6K -371 -3%
SCA
220
Scott Capital Advisors
Oregon
$328K +$66.4K +2,865 +25%
AFP
221
Ausdal Financial Partners
Iowa
$322K +$321K +13,846 New
AWA
222
Arkadios Wealth Advisors
Georgia
$314K +$314K +13,536 New
IW
223
Instrumental Wealth
Florida
$314K +$5.33K +230 +2%
GA
224
Geller Advisors
New York
$309K
VT
225
Vise Technologies
New York
$307K +$1.39K +60 +0.5%