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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
SeaCrest Wealth Management
New York
$656K -$67.2K -856 -10%
LFA
227
Laraway Financial Advisors
Minnesota
$653K -$7.85K -100 -1%
FWA
228
FORM Wealth Advisors
Wisconsin
$653K +$2.12K +27 +0.3%
CMMS
229
Comprehensive Money Management Services
Florida
$641K -$5.5K -70 -0.9%
CAI
230
Capital Advisors Inc
Oklahoma
$632K
SFP
231
Strategic Financial Partners
Oregon
$628K -$861K -10,962 -59%
FBB
232
Fulton Breakefield Broenniman
Maryland
$620K -$68.9K -878 -10%
TW
233
Trajan Wealth
Arizona
$611K +$56.9K +725 +11%
DADC
234
D.A. Davidson & Co
Montana
$603K
WMR
235
Wealth Management Resources
Rhode Island
$598K -$41.9K -534 -7%
HWM
236
HB Wealth Management
Georgia
$590K -$229K -2,918 -29%
PFPT
237
Pinnacle Financial Partners (Tennessee)
Tennessee
$584K +$12.2K +155 +2%
CWM
238
Connecticut Wealth Management
Connecticut
$578K -$8.24K -105 -1%
Cerity Partners
239
Cerity Partners
New York
$577K +$3.77K +48 +0.7%
TCA
240
Trifecta Capital Advisors
Illinois
$565K
LCWP
241
Legacy Capital Wealth Partners
Arkansas
$563K -$34.4K -438 -6%
Fidelity Investments
242
Fidelity Investments
Massachusetts
$554K +$166K +2,114 +46%
TSS
243
Two Sigma Securities
New York
$543K +$516K +6,567 New
HPC
244
Hobart Private Capital
North Carolina
$542K -$171K -2,180 -25%
SCG
245
Sonata Capital Group
Washington
$540K
KA
246
Kovack Advisors
Florida
$518K +$314 +4 +0.1%
CPL
247
CAP Partners LLC
Tennessee
$517K -$46.5K -592 -9%
SCA
248
Snowden Capital Advisors
New York
$505K
BRWM
249
Blue Rock Wealth Management
North Carolina
$499K
FIA
250
Foundations Investment Advisors
Arizona
$499K -$231K -2,936 -33%