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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
251
Cerity Partners
New York
$1.05M +$84.7K +817 +9%
FMC
252
First Merchants Corp
Indiana
$1.04M
OFS
253
OneAscent Financial Services
Alabama
$1.03M -$19.3K -186 -2%
LKWM
254
Lee-Kelleher Wealth Management
Maryland
$1.02M
CWMGO
255
Capstone Wealth Management Group (Oregon)
Oregon
$995K -$93.7K -904 -9%
KFI
256
Key Financial Inc
Pennsylvania
$994K
BAM
257
Belpointe Asset Management
Nevada
$981K +$531K +5,121 +129%
RT
258
Rockland Trust
Massachusetts
$980K -$11.8K -114 -1%
PFA
259
Portland Financial Advisors
New York
$961K
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$960K +$6.84K +66 +0.7%
SCM
261
Sidoxia Capital Management
California
$938K +$25.1K +242 +3%
PA
262
Pinnacle Associates
New York
$936K +$72.6K +700 +9%
RM
263
RCW Management
Florida
$931K
Legacy Financial Group (Iowa)
264
Legacy Financial Group (Iowa)
Iowa
$912K -$117K -1,133 -12%
MCC
265
Money Concepts Capital
Florida
$911K +$628K +6,060 +254%
BPA
266
Beacon Pointe Advisors
California
$906K +$207 +2 +0%
PCA
267
Prosperity Capital Advisors
Ohio
$901K -$725K -6,996 -46%
Lido Advisors
268
Lido Advisors
California
$900K +$474K +4,577 +121%
PNFS
269
PW Nova Financial Services
Pennsylvania
$897K +$862K +8,317 New
SWASL
270
Spartan Wealth Advisory Services LLC
Michigan
$892K +$207 +2 +0%
BNP Paribas Financial Markets
271
BNP Paribas Financial Markets
France
$889K -$320K -3,089 -27%
TCM
272
Telos Capital Management
California
$886K -$146K -1,408 -15%
SWM
273
SK Wealth Management
Rhode Island
$866K -$119K -1,146 -12%
HGWM
274
Horst & Graben Wealth Management
Oregon
$855K -$82.5K -796 -9%
SI
275
Stephens Inc
Arkansas
$854K +$16.7K +161 +2%