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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Altium Wealth Management
New York
$409K -$35.8K -675 -8%
WI
227
Wintrust Investments
Illinois
$407K +$411K +7,760 New
WAM
228
Wolverine Asset Management
Illinois
$403K +$408K +7,692 New
AFNAS
229
American Financial Network Advisory Services
California
$389K -$1.04M -19,641 -73%
Cetera Investment Advisers
230
Cetera Investment Advisers
Illinois
$383K +$36.8K +695 +10%
Calamos Advisors
231
Calamos Advisors
Illinois
$378K +$382K +7,210 New
KWM
232
Kingsview Wealth Management
Oregon
$373K -$28.3K -533 -7%
KeyBank National Association
233
KeyBank National Association
Ohio
$371K -$2.39K -45 -0.6%
FMC
234
First Merchants Corp
Indiana
$363K +$160K +3,025 +78%
RA
235
RFG Advisory
Alabama
$346K +$26.8K +505 +8%
FAM
236
Foothills Asset Management
Arizona
$344K
PWM
237
Paulson Wealth Management
Illinois
$340K +$117K +2,207 +52%
DADC
238
D.A. Davidson & Co
Montana
$339K +$31.7K +598 +10%
CCM
239
Crabel Capital Management
California
$335K +$22.5K +424 +7%
PWMAG
240
Pinnacle Wealth Management Advisory Group
New Jersey
$331K +$9.81K +185 +3%
PPP
241
Private Portfolio Partners
New Jersey
$331K +$23.6K +445 +8%
LP
242
LGL Partners
Pennsylvania
$315K -$61.8K -1,165 -16%
SDWMA
243
Schneider Downs Wealth Management Advisors
Pennsylvania
$312K -$327K -6,166 -51%
CAM
244
Cresset Asset Management
Illinois
$312K +$1.11K +21 +0.4%
UAS
245
United Asset Strategies
New York
$302K
CPA
246
Court Place Advisors
Maryland
$299K
EWM
247
Evercore Wealth Management
New York
$299K
AWA
248
Acorn Wealth Advisors
Michigan
$298K +$159 +3 +0.1%
BPCE
249
Bank Pictet & Cie (Europe)
Germany
$298K +$35K +660 +13%
Fidelity Investments
250
Fidelity Investments
Massachusetts
$296K -$15.1K -284 -5%