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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
226
Castle Rock Wealth Management
California
$544K +$120K +1,791 +28%
DFG
227
Delta Financial Group
New Jersey
$540K +$134 +2 +0%
IWM
228
IHT Wealth Management
Illinois
$539K +$21.7K +324 +4%
CCM
229
Crabel Capital Management
California
$516K +$515K +7,695 New
MCM
230
MV Capital Management
Maryland
$515K
BIA
231
Bigelow Investment Advisors
Maine
$508K -$517K -7,720 Closed
HWM
232
HB Wealth Management
Georgia
$504K
AWA
233
Acorn Wealth Advisors
Michigan
$497K -$11.1K -166 -2%
CWM
234
Calamos Wealth Management
Illinois
$492K -$8.36M -124,771 -94%
CAI
235
Capital Advisors Inc
Oklahoma
$485K -$181K -2,700 -27%
SFG
236
StrategIQ Financial Group
Indiana
$477K +$476K +7,112 New
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$477K +$260K +3,880 +120%
AAS
238
Avantax Advisory Services
Texas
$475K +$33.4K +498 +8%
OPA
239
Old Port Advisors
Maine
$473K -$4.75K -71 -1%
MSAM
240
Moloney Securities Asset Management
Missouri
$462K
CF
241
Centaurus Financial
California
$451K -$937K -13,985 -68%
SCA
242
Snowden Capital Advisors
New York
$448K -$42.5K -634 -9%
FWM
243
Focused Wealth Management
New York
$444K -$12K -179 -3%
Manulife (Manufacturers Life Insurance)
244
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$432K +$431K +6,439 New
GEA
245
Glen Eagle Advisors
New Jersey
$428K -$11.2K -167 -3%
Bank of New York Mellon
246
Bank of New York Mellon
New York
$426K +$180K +2,695 +74%
KF
247
Krilogy Financial
Missouri
$422K -$32.3K -482 -7%
BOS
248
Bank of Stockton
California
$420K
BAM
249
BTS Asset Management
Massachusetts
$418K
FHA
250
Flagship Harbor Advisors
Massachusetts
$416K +$416K +6,208 New