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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
251
Evercore Wealth Management
New York
$295K
EFS
252
Essex Financial Services
Connecticut
$293K +$296K +5,675 New
NFG
253
NewFocus Financial Group
Washington
$290K +$19.5K +375 +7%
SAM
254
SignalPoint Asset Management
Missouri
$288K -$4.9K -94 -2%
CCM
255
Cutler Capital Management
Massachusetts
$283K -$12.6K -242 -4%
MC
256
Moors & Cabot
Massachusetts
$278K -$16.3K -312 -5%
QCIG
257
Quad-Cities Investment Group
Iowa
$264K +$267K +5,124 New
CWM
258
Cornerstone Wealth Management
Missouri
$263K -$573 -11 -0.2%
BOTW
259
Bank of the West
California
$258K -$149K -2,850 -36%
RWP
260
RWA Wealth Partners
Massachusetts
$257K +$573 +11 +0.2%
BJ
261
Brouwer & Janachowski
California
$256K -$23K -442 -8%
FAIM
262
Financial Advocates Investment Management
Washington
$253K -$85.3K -1,636 -25%
SWM
263
SeaCrest Wealth Management
New York
$246K
IWM
264
IHT Wealth Management
Illinois
$246K +$144K +2,770 +133%
SEI Investments
265
SEI Investments
Pennsylvania
$238K +$194K +3,725 +425%
TCM
266
Telos Capital Management
California
$230K +$233K +4,461 New
CF
267
Centaurus Financial
California
$229K -$2.4M -46,047 -91%
BWM
268
BerganKDV Wealth Management
Minnesota
$227K -$10.4K -200 -4%
KWMG
269
King Wealth Management Group
Florida
$222K +$5.21K +100 +2%
CG
270
Colony Group
Massachusetts
$218K +$220K +4,225 New
LNC
271
Lincoln National Corp
Pennsylvania
$218K +$220K +4,225 New
SFA
272
Sequoia Financial Advisors
Ohio
$216K
KeyBank National Association
273
KeyBank National Association
Ohio
$212K +$214K +4,103 New
MCM
274
Maryland Capital Management
Maryland
$210K +$212K +4,067 New
UR
275
USCA RIA
Texas
$207K