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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
226
D.A. Davidson & Co
Montana
$712K +$138K +1,985 +23%
SOS
227
Silver Oak Securities
Tennessee
$712K -$928K -13,314 -56%
PCS
228
Personal CFO Solutions
New Jersey
$706K -$120K -1,728 -14%
TI
229
Tidal Investments
Wisconsin
$675K +$696K +9,986 New
SAM
230
SignalPoint Asset Management
Missouri
$673K -$627 -9 -0.1%
BJL
231
Brighton Jones LLC
Washington
$671K -$49.1K -705 -7%
IWM
232
IHT Wealth Management
Illinois
$651K +$91.9K +1,318 +16%
LCWP
233
Legacy Capital Wealth Partners
Arkansas
$645K -$1.19M -17,113 -64%
FMC
234
First Merchants Corp
Indiana
$620K
Legacy Financial Group (Iowa)
235
Legacy Financial Group (Iowa)
Iowa
$598K -$426K -6,113 -41%
JWCA
236
J.W. Coons Advisors
Ohio
$597K
JWCA
237
J.W. Cole Advisors
Florida
$591K +$2.86K +41 +0.5%
CAC
238
Certified Advisory Corp
Florida
$585K -$195K -2,792 -24%
DWMG
239
DB Wealth Management Group
California
$580K +$315K +4,524 +112%
CFGS
240
Concourse Financial Group Securities
Alabama
$567K -$78.6K -1,127 -12%
LFA
241
Laraway Financial Advisors
Minnesota
$559K -$11.5K -165 -2%
WAM
242
Worth Asset Management
Texas
$550K +$46.6K +668 +9%
DFG
243
Delta Financial Group
New Jersey
$547K +$279 +4 +0%
CRWM
244
Castle Rock Wealth Management
California
$532K +$3.83K +55 +0.7%
SCG
245
Sonata Capital Group
Washington
$530K -$32.4K -465 -6%
CWM
246
Connecticut Wealth Management
Connecticut
$529K
Wellington Management Group
247
Wellington Management Group
Massachusetts
$529K
MCM
248
MV Capital Management
Maryland
$520K
SWM
249
Spire Wealth Management
Virginia
$517K -$35.9K -515 -6%
HWM
250
HB Wealth Management
Georgia
$509K