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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWMGO
226
Capstone Wealth Management Group (Oregon)
Oregon
$904K
TCM
227
Telos Capital Management
California
$890K -$25K -275 -3%
KPWS
228
Kestra Private Wealth Services
Texas
$883K -$455 -5 -0.1%
OFS
229
OneAscent Financial Services
Alabama
$880K -$313K -3,442 -26%
FMC
230
First Merchants Corp
Indiana
$862K -$56.5K -622 -6%
HGWM
231
Horst & Graben Wealth Management
Oregon
$858K +$59.4K +653 +7%
PFPG
232
Pinnacle Financial Partners (Georgia)
Georgia
$853K +$870K +9,567 New
LKWM
233
Lee-Kelleher Wealth Management
Maryland
$847K
RT
234
Rockland Trust
Massachusetts
$829K
KFI
235
Key Financial Inc
Pennsylvania
$822K
SP
236
Stablepoint Partners
Massachusetts
$817K +$10.1K +111 +1%
SWM
237
SeaCrest Wealth Management
New York
$814K -$42.7K -470 -5%
GM
238
GeoWealth Management
Illinois
$810K +$145K +1,595 +21%
PFA
239
Portland Financial Advisors
New York
$796K
HPC
240
Hobart Private Capital
North Carolina
$794K +$204K +2,240 +34%
RM
241
RCW Management
Florida
$781K +$796K +8,751 New
FFA
242
Farther Finance Advisors
California
$739K -$48K -528 -6%
TA
243
TFB Advisors
Kansas
$733K -$6.64K -73 -0.9%
M&T Bank
244
M&T Bank
New York
$723K
PA
245
Pinnacle Associates
New York
$712K -$75K -825 -9%
JP Morgan Chase
246
JP Morgan Chase
New York
$708K +$9.64K +106 +1%
Comerica Bank
247
Comerica Bank
Texas
$697K -$4.54K -50 -0.6%
SI
248
Stephens Inc
Arkansas
$693K -$39.7K -437 -5%
SFP
249
Strategic Financial Partners
Oregon
$693K +$36.2K +398 +5%
CMMS
250
Comprehensive Money Management Services
Florida
$692K