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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
226
Brighton Jones LLC
Washington
$742K +$202 +3 +0%
Allianz Asset Management
227
Allianz Asset Management
Germany
$741K -$357K -5,310 -33%
NA
228
NewEdge Advisors
Louisiana
$739K -$39.5K -587 -5%
CA
229
Calton & Associates
Florida
$737K -$15.4K -229 -2%
IB
230
Intrust Bank
Kansas
$735K +$10.4K +154 +1%
SAM
231
SignalPoint Asset Management
Missouri
$695K -$2.02K -30 -0.3%
CFGS
232
Concourse Financial Group Securities
Alabama
$664K +$592K +8,799 +1,268%
ARC
233
Advisor Resource Council
Texas
$663K -$224K -3,327 -26%
RT
234
Rockland Trust
Massachusetts
$653K -$8.74K -130 -1%
GRP
235
Global Retirement Partners
California
$649K +$315K +4,688 +102%
FMC
236
First Merchants Corp
Indiana
$640K -$101K -1,500 -14%
RW
237
RVW Wealth
California
$627K -$20.2K -300 -3%
JWCA
238
J.W. Coons Advisors
Ohio
$615K -$10.1K -150 -2%
JWCA
239
J.W. Cole Advisors
Florida
$607K -$22.1K -328 -4%
HCM
240
Hengehold Capital Management
Ohio
$607K
WP
241
WealthSource Partners
California
$601K -$34.2K -509 -6%
DADC
242
D.A. Davidson & Co
Montana
$596K
LFA
243
Laraway Financial Advisors
Minnesota
$589K -$40.3K -600 -7%
IWM
244
IHT Wealth Management
Illinois
$579K +$16.8K +250 +3%
SCG
245
Sonata Capital Group
Washington
$579K -$31.9K -475 -5%
SWM
246
Spire Wealth Management
Virginia
$570K -$38.3K -570 -7%
DFG
247
Delta Financial Group
New Jersey
$564K +$269 +4 +0%
LWM
248
Laidlaw Wealth Management
New York
$558K -$351K -5,218 -40%
CRWM
249
Castle Rock Wealth Management
California
$555K -$22.1K -329 -4%
Wellington Management Group
250
Wellington Management Group
Massachusetts
$546K -$12.9M -191,700 -96%