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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
251
BerganKDV Wealth Management
Minnesota
$313K +$20.1K +397 +7%
SDWMA
252
Schneider Downs Wealth Management Advisors
Pennsylvania
$311K -$22.3K -439 -7%
CAM
253
Cresset Asset Management
Illinois
$310K
LRIA
254
Leonard Rickey Investment Advisors
Washington
$307K -$2.69K -53 -0.9%
CG
255
Colony Group
Massachusetts
$304K -$879K -17,327 -75%
PPP
256
Private Portfolio Partners
New Jersey
$304K -$6.04K -119 -2%
FAIM
257
Financial Advocates Investment Management
Washington
$302K +$456 +9 +0.2%
AWA
258
Acorn Wealth Advisors
Michigan
$298K -$964 -19 -0.3%
EWM
259
Evercore Wealth Management
New York
$298K
CPA
260
Court Place Advisors
Maryland
$297K
VIM
261
Vista Investment Management
Pennsylvania
$296K -$1.27K -25 -0.4%
NFG
262
NewFocus Financial Group
Washington
$293K
Koshinski Asset Management
263
Koshinski Asset Management
Illinois
$288K +$8.62K +170 +3%
QCIG
264
Quad-Cities Investment Group
Iowa
$281K +$2.54K +50 +0.9%
CAC
265
Certified Advisory Corp
Florida
$278K +$252K +4,965 +1,399%
NA
266
Navellier & Associates
Nevada
$265K +$257K +5,063 New
RP
267
Riverbridge Partners
Minnesota
$261K +$254K +5,000 New
TCM
268
Telos Capital Management
California
$260K +$26.7K +526 +12%
WI
269
WrapManager Inc
California
$259K +$252K +4,959 New
FMC
270
First Merchants Corp
Indiana
$255K -$10.1K -200 -4%
WP
271
WealthShield Partners
North Carolina
$253K
BA
272
Boston Advisors
Massachusetts
$251K
PAS
273
Park Avenue Securities
New York
$247K +$4.01K +79 +2%
MIM
274
Moseley Investment Management
Florida
$245K +$237K +4,682 New
ANBT
275
American National Bank & Trust
Texas
$244K -$304K -5,988 -56%