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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMMS
226
Comprehensive Money Management Services
Florida
$600K -$21.6K -273 -3%
WMR
227
Wealth Management Resources
Rhode Island
$595K -$129K -1,627 -17%
CAI
228
Capital Advisors Inc
Oklahoma
$586K -$1.26K -16 -0.2%
AC
229
Aristides Capital
Kentucky
$565K
BAM
230
Belpointe Asset Management
Nevada
$561K +$338K +4,275 +141%
DADC
231
D.A. Davidson & Co
Montana
$559K -$365K -4,625 -39%
DFG
232
Delta Financial Group
New Jersey
$557K +$158 +2 +0%
LCWP
233
Legacy Capital Wealth Partners
Arkansas
$555K -$76.7K -971 -12%
CWM
234
Connecticut Wealth Management
Connecticut
$544K +$560K +7,095 New
Cerity Partners
235
Cerity Partners
New York
$531K -$68.7K -870 -11%
PFPT
236
Pinnacle Financial Partners (Tennessee)
Tennessee
$529K +$546K +6,907 New
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$527K -$269K -3,400 -33%
CPL
238
CAP Partners LLC
Tennessee
$525K -$46.5K -588 -8%
TCA
239
Trifecta Capital Advisors
Illinois
$524K
TPWA
240
TRUE Private Wealth Advisors
Oregon
$513K +$238K +3,019 +82%
TW
241
Trajan Wealth
Arizona
$511K +$262K +3,321 +99%
AP
242
Advisors Preferred
Maryland
$502K -$8.3M -105,083 -94%
SCG
243
Sonata Capital Group
Washington
$501K
DWM
244
Dakota Wealth Management
Florida
$489K
DA
245
Detalus Advisors
Missouri
$485K +$23.9K +302 +5%
KA
246
Kovack Advisors
Florida
$480K +$237 +3 +0%
SCA
247
Snowden Capital Advisors
New York
$468K
BRWM
248
Blue Rock Wealth Management
North Carolina
$463K +$164K +2,080 +53%
LWM
249
LongView Wealth Management
Georgia
$436K +$1.03K +13 +0.2%
GS
250
GWN Securities
Florida
$435K +$435K +5,501 New