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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
226
Lazard Asset Management
New York
$665K
Baird Financial Group
227
Baird Financial Group
Wisconsin
$664K -$167K -3,047 -22%
FIM
228
Freedom Investment Management
Connecticut
$658K -$71.1K -1,298 -11%
RJT
229
Raymond James Trust
Florida
$656K -$12.5K -228 -2%
BCM
230
Brookstone Capital Management
Illinois
$644K +$584K +10,649 New
CCM
231
Covington Capital Management
California
$632K -$348K -6,355 -38%
SS
232
Sunbelt Securities
Texas
$604K +$547K +9,979 New
OMC
233
Overbrook Management Corp
New York
$595K +$2.47K +45 +0.5%
BF
234
BOK Financial
Oklahoma
$590K -$5.48K -100 -1%
MSAM
235
Moloney Securities Asset Management
Missouri
$589K +$274K +5,001 +106%
WP
236
WealthSource Partners
California
$578K -$235K -4,282 -31%
LWM
237
Loveless Wealth Management
Montana
$574K +$520K +9,480 New
EGA
238
E&G Advisors
Texas
$571K -$548 -10 -0.1%
FIG
239
FundX Investment Group
California
$561K +$16.5K +301 +3%
RW
240
RVW Wealth
California
$550K +$498K +9,089 New
Bank Julius Baer & Co
241
Bank Julius Baer & Co
Switzerland
$532K +$164 +3 +0%
RIG
242
Ramiah Investment Group
Wisconsin
$528K -$36.8K -672 -7%
BAM
243
BTS Asset Management
Massachusetts
$520K +$219K +3,989 +88%
PCWA
244
Pacific Capital Wealth Advisors
California
$514K
TCM
245
Telos Capital Management
California
$513K -$159K -2,910 -26%
BOS
246
Bank of Stockton
California
$505K -$142K -2,600 -24%
CAC
247
Certified Advisory Corp
Florida
$505K -$9.21K -168 -2%
ACM
248
Advent Capital Management
New York
$488K
NFG
249
Nations Financial Group
Iowa
$488K +$58.4K +1,065 +15%
MCM
250
Maryland Capital Management
Maryland
$477K +$47.3K +863 +12%