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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
226
KeyBank National Association
Ohio
$377K +$373K +7,124 New
MAS
227
Madden Advisory Services
Florida
$374K -$377K -7,203 -50%
PAG
228
Private Advisory Group
Washington
$365K +$361K +6,896 New
AA
229
Advisory Alpha
Michigan
$352K -$838 -16 -0.2%
Cetera Investment Advisers
230
Cetera Investment Advisers
Illinois
$349K +$22.5K +430 +7%
FAM
231
Foothills Asset Management
Arizona
$346K -$19.6K -375 -5%
BCM
232
Brasada Capital Management
Texas
$342K -$37.4K -714 -10%
SAM
233
SignalPoint Asset Management
Missouri
$340K +$19.3K +368 +6%
Susquehanna International Group
234
Susquehanna International Group
Pennsylvania
$336K +$332K +6,349 New
PWMAG
235
Pinnacle Wealth Management Advisory Group
New Jersey
$324K -$28.3K -540 -8%
RA
236
RFG Advisory
Alabama
$322K +$319K +6,095 New
CCM
237
Crabel Capital Management
California
$315K +$107K +2,039 +52%
Fidelity Investments
238
Fidelity Investments
Massachusetts
$314K -$34.3K -655 -10%
CAM
239
Cresset Asset Management
Illinois
$313K
PPP
240
Private Portfolio Partners
New Jersey
$311K +$2.93K +56 +1%
DADC
241
D.A. Davidson & Co
Montana
$310K +$307K +5,867 New
UAS
242
United Asset Strategies
New York
$305K -$12K -230 -4%
QFA
243
Quattro Financial Advisors
Texas
$303K +$296K +5,645 New
EWM
244
Evercore Wealth Management
New York
$302K
CPA
245
Court Place Advisors
Maryland
$301K
NFG
246
NewFocus Financial Group
Washington
$297K +$1.1K +21 +0.4%
AWA
247
Acorn Wealth Advisors
Michigan
$293K -$3.77K -72 -1%
VIM
248
Vista Investment Management
Pennsylvania
$291K -$8.01K -153 -3%
CWP
249
Capital Wealth Planning
Florida
$290K +$287K +5,485 New
QCIG
250
Quad-Cities Investment Group
Iowa
$286K +$1.05K +20 +0.4%