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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
SignalPoint Asset Management
Missouri
$696K -$1.58K -22 -0.2%
CA
227
Calton & Associates
Florida
$677K -$52K -726 -7%
TI
228
Tidal Investments
Wisconsin
$676K -$220K -3,075 -25%
FMC
229
First Merchants Corp
Indiana
$668K
US Bancorp
230
US Bancorp
Minnesota
$662K -$1.86K -26 -0.3%
DADC
231
D.A. Davidson & Co
Montana
$605K -$2.51K -35 -0.4%
HGWM
232
Horst & Graben Wealth Management
Oregon
$604K +$593K +8,272 New
LFA
233
Laraway Financial Advisors
Minnesota
$584K -$17.9K -250 -3%
CPL
234
CAP Partners LLC
Tennessee
$567K -$573 -8 -0.1%
EA
235
Eudaimonia Advisors
Tennessee
$562K +$313K +4,365 +131%
MCM
236
MV Capital Management
Maryland
$555K -$5.01K -70 -0.9%
SP
237
Stablepoint Partners
Massachusetts
$554K +$25.2K +352 +5%
HWM
238
HB Wealth Management
Georgia
$549K
IWM
239
IHT Wealth Management
Illinois
$544K -$35.1K -490 -6%
SSA
240
Schonfeld Strategic Advisors
New York
$527K +$77.4K +1,080 +18%
DFG
241
Delta Financial Group
New Jersey
$520K -$11.1K -155 -2%
CWM
242
Connecticut Wealth Management
Connecticut
$518K -$50.5K -705 -9%
TCA
243
Trifecta Capital Advisors
Illinois
$499K +$179K +2,500 +58%
HPC
244
Hobart Private Capital
North Carolina
$495K +$485K +6,772 New
CAI
245
Capital Advisors Inc
Oklahoma
$485K
HCM
246
Hengehold Capital Management
Ohio
$483K
SPIS
247
Steward Partners Investment Solutions
Oregon
$483K +$474K +6,610 New
SC
248
Seldon Capital
California
$478K
CAC
249
Certified Advisory Corp
Florida
$477K -$118K -1,650 -20%
SCG
250
Sonata Capital Group
Washington
$477K -$21.5K -300 -4%