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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
226
Cutler Capital Management
Massachusetts
$183K +$9.01K +184 +5%
ED
227
Exane Derivatives
France
$151K +$149K +3,037 New
Advisory Services Network
228
Advisory Services Network
Georgia
$144K +$50.2K +1,025 +54%
MUFG Americas
229
MUFG Americas
New York
$141K – – –
UBS AM
230
UBS AM
Illinois
$133K +$14.3K +293 +12%
AAM
231
Alken Asset Management
United Kingdom
$118K +$117K +2,388 New
BB&T Investment Services
232
BB&T Investment Services
North Carolina
$108K +$60.6K +1,237 +128%
Sargent Bickham Lagudis
233
Sargent Bickham Lagudis
Colorado
$96K +$441 +9 +0.5%
Sandy Spring Bank
234
Sandy Spring Bank
Maryland
$89K – – –
OneDigital Investment Advisors
235
OneDigital Investment Advisors
Kansas
$87K +$85.9K +1,755 New
Global Retirement Partners
236
Global Retirement Partners
California
$82K +$48.7K +994 +152%
Parallel Advisors
237
Parallel Advisors
California
$74K +$45.9K +937 +183%
FPA
238
Fieldpoint Private Advisors
New York
$69K -$1.68M -34,320 -96%
RPg Family Wealth Advisory
239
RPg Family Wealth Advisory
Massachusetts
$69K +$10K +204 +17%
MCF Advisors
240
MCF Advisors
Kentucky
$65K – – –
Glen Eagle Advisors
241
Glen Eagle Advisors
New Jersey
$64.5K – – –
NewEdge Advisors
242
NewEdge Advisors
Louisiana
$57.1K +$56.2K +1,147 New
IDBONY
243
Israel Discount Bank of New York
New York
$52K – – –
Steward Partners Investment Advisory
244
Steward Partners Investment Advisory
New York
$42K +$42.1K +860 New
Migdal Insurance & Financial Holdings
245
Migdal Insurance & Financial Holdings
Israel
$40K +$39.2K +800 New
Allworth Financial
246
Allworth Financial
California
$38K +$37.5K +765 New
IHT Wealth Management
247
IHT Wealth Management
Illinois
$35K -$783 -16 -3%
CCM
248
Cribstone Capital Management
Maine
$32K – – –
VWA
249
V Wealth Advisors
Kansas
$25K +$24.3K +496 New
LJHT
250
Laurie J. Hall Trustee
$24.8K – – –