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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
226
Towerpoint Wealth
California
$932K -$5.13K -55 -0.5%
CWMGO
227
Capstone Wealth Management Group (Oregon)
Oregon
$927K
JP Morgan Chase
228
JP Morgan Chase
New York
$925K +$229K +2,453 +31%
Squarepoint
229
Squarepoint
New York
$912K +$931K +9,969 New
BJL
230
Brighton Jones LLC
Washington
$906K +$924K +9,900 New
PFPG
231
Pinnacle Financial Partners (Georgia)
Georgia
$902K +$27.4K +294 +3%
KPWS
232
Kestra Private Wealth Services
Texas
$897K -$9.15K -98 -1%
HGWM
233
Horst & Graben Wealth Management
Oregon
$894K -$69.4K -743 -8%
OFS
234
OneAscent Financial Services
Alabama
$890K -$12.5K -134 -1%
SWM
235
SK Wealth Management
Rhode Island
$886K -$29.2K -313 -3%
FMC
236
First Merchants Corp
Indiana
$884K
TCM
237
Telos Capital Management
California
$881K -$32.3K -346 -3%
Legacy Financial Group (Iowa)
238
Legacy Financial Group (Iowa)
Iowa
$877K -$107K -1,143 -11%
LKWM
239
Lee-Kelleher Wealth Management
Maryland
$869K
GM
240
GeoWealth Management
Illinois
$865K +$34.9K +374 +4%
SWP
241
Stratos Wealth Partners
Ohio
$864K -$159K -1,707 -15%
SP
242
Stablepoint Partners
Massachusetts
$856K +$17.5K +187 +2%
KFI
243
Key Financial Inc
Pennsylvania
$844K
RT
244
Rockland Trust
Massachusetts
$842K -$8.5K -91 -1%
SWM
245
SeaCrest Wealth Management
New York
$823K +$14.1K +151 +2%
Cerity Partners
246
Cerity Partners
New York
$819K +$189K +2,027 +29%
PFA
247
Portland Financial Advisors
New York
$815K -$1.87K -20 -0.2%
Fifth Third Bancorp
248
Fifth Third Bancorp
Ohio
$809K +$825K +8,840 New
AWMI
249
Aegis Wealth Management (Iowa)
Iowa
$809K -$12M -128,911 -94%
Fidelity International
250
Fidelity International
Bermuda
$793K -$2.54M -27,258 -76%