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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
226
Fidelity Investments
Massachusetts
$357K -$117K -2,318 -23%
GT
227
Greenleaf Trust
Michigan
$347K -$384K -7,638 -51%
AF
228
Advisornet Financial
Minnesota
$333K -$11.8K -234 -3%
FAM
229
Foothills Asset Management
Arizona
$324K
FHC
230
First Heartland Consultants
Missouri
$321K -$58.7K -1,167 -15%
BRWM
231
B. Riley Wealth Management
Tennessee
$299K -$409K -8,139 -56%
SDWMA
232
Schneider Downs Wealth Management Advisors
Pennsylvania
$299K
SGAM
233
Steinberg Global Asset Management
Florida
$294K +$55.3K +1,100 +21%
SCA
234
Snowden Capital Advisors
New York
$294K +$453 +9 +0.1%
Cetera Investment Advisers
235
Cetera Investment Advisers
Illinois
$289K +$15.1K +300 +5%
UCFA
236
United Capital Financial Advisors
Texas
$286K -$15.3M -304,204 -98%
SAM
237
SignalPoint Asset Management
Missouri
$282K +$27K +536 +10%
UAS
238
United Asset Strategies
New York
$280K -$11.3K -225 -4%
PPP
239
Private Portfolio Partners
New Jersey
$278K +$299K +5,937 New
LRIA
240
Leonard Rickey Investment Advisors
Washington
$277K -$5.13K -102 -2%
CAM
241
Cresset Asset Management
Illinois
$277K +$298K +5,925 New
FCH
242
Freestone Capital Holdings
Washington
$277K +$298K +5,928 New
AWA
243
Acorn Wealth Advisors
Michigan
$273K -$12.9K -256 -4%
FAIM
244
Financial Advocates Investment Management
Washington
$270K -$62.4K -1,240 -18%
EWM
245
Evercore Wealth Management
New York
$267K +$25.1K +500 +10%
CPA
246
Court Place Advisors
Maryland
$266K -$39.5K -786 -12%
VIM
247
Vista Investment Management
Pennsylvania
$266K -$18.9K -375 -6%
CFB
248
Cullen/Frost Bankers
Texas
$265K +$8.8K +175 +3%
NFG
249
NewFocus Financial Group
Washington
$262K
BWM
250
BerganKDV Wealth Management
Minnesota
$262K +$23.8K +474 +9%