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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
226
National Bank of Canada
Quebec, Canada
$840K +$705K +8,200 +759%
JIR
227
James Investment Research
Ohio
$836K -$15.1K -175 -2%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$834K -$13.2K -153 -2%
SP
229
Stablepoint Partners
Massachusetts
$819K -$5.76K -67 -0.7%
HGWM
230
Horst & Graben Wealth Management
Oregon
$811K -$42.2K -491 -5%
PFA
231
Portland Financial Advisors
New York
$808K – – –
Farther Finance Advisors
232
Farther Finance Advisors
California
$797K +$27.4K +318 +4%
Pinnacle Associates
233
Pinnacle Associates
New York
$797K -$10.8K -125 -1%
AIM
234
Advyzon Investment Management
Illinois
$783K +$422K +4,912 +131%
EverSource Wealth Advisors
235
EverSource Wealth Advisors
Alabama
$775K -$33.5K -390 -4%
TA
236
TFB Advisors
Kansas
$770K +$713K +8,285 New
Pinnacle Financial Partners (Tennessee)
237
Pinnacle Financial Partners (Tennessee)
Tennessee
$757K +$112K +1,303 +18%
&Partners
238
&Partners
Tennessee
$755K +$21.2K +247 +3%
Invesco
239
Invesco
Georgia
$754K -$39.8K -463 -5%
PCA
240
Prosperity Capital Advisors
Ohio
$747K +$710K +8,254 New
Stephens Inc
241
Stephens Inc
Arkansas
$743K -$13.1K -152 -2%
M&T Bank
242
M&T Bank
New York
$733K – – –
LCWP
243
Legacy Capital Wealth Partners
Arkansas
$722K +$101K +1,170 +17%
Comerica Bank
244
Comerica Bank
Texas
$712K -$172K -1,999 -20%
JP Morgan Chase
245
JP Morgan Chase
New York
$708K -$73.7K -857 -10%
MWM
246
Maridea Wealth Management
New York
$706K +$655K +7,613 New
CMMS
247
Comprehensive Money Management Services
Florida
$702K – – –
Fidelity Investments
248
Fidelity Investments
Massachusetts
$697K +$86.4K +1,005 +15%
LFA
249
Laraway Financial Advisors
Minnesota
$696K -$18.3K -213 -3%
Capital Advisors Inc
250
Capital Advisors Inc
Oklahoma
$692K – – –