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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
251
Almanack Investment Partners
Pennsylvania
$554K +$511K +7,709 New
JWCA
252
J.W. Cole Advisors
Florida
$545K -$217K -3,272 -29%
MCM
253
Maryland Capital Management
Maryland
$529K -$13.5K -204 -3%
PPP
254
Private Portfolio Partners
New Jersey
$528K +$89.2K +1,344 +21%
CS
255
Capital Square
Tennessee
$525K
GP
256
Geneva Partners
Wisconsin
$520K +$1.99K +30 +0.4%
WEC
257
Winslow Evans & Crocker
Massachusetts
$515K +$17.6K +265 +4%
BF
258
BOK Financial
Oklahoma
$503K -$163K -2,453 -25%
TCM
259
Telos Capital Management
California
$493K -$87.5K -1,319 -16%
3AM
260
3EDGE Asset Management
Florida
$492K +$52K +783 +12%
FWM
261
Focused Wealth Management
New York
$483K +$10.6K +160 +2%
Cetera Investment Advisers
262
Cetera Investment Advisers
Illinois
$481K
FIM
263
Fernwood Investment Management
Massachusetts
$473K -$521K -7,853 -53%
BPCE
264
Bank Pictet & Cie (Europe)
Germany
$470K
EP
265
Eudaimonia Partners
Tennessee
$464K +$14K +211 +3%
CFD
266
Creative Financial Designs
Indiana
$448K +$10.9K +164 +3%
EFL
267
ERn Financial LLC
Wisconsin
$437K +$199 +3 +0%
KWA
268
KCS Wealth Advisory
California
$436K -$99.8K -1,504 -19%
DADC
269
D.A. Davidson & Co
Montana
$433K
Bank of New York Mellon
270
Bank of New York Mellon
New York
$431K +$158K +2,380 +62%
KF
271
Krilogy Financial
Missouri
$420K -$55.1K -831 -12%
DAS
272
Dynamic Advisor Solutions
Arizona
$418K +$102K +1,533 +34%
NFG
273
Next Financial Group
Texas
$415K +$400K +6,028 New
EFS
274
Essex Financial Services
Connecticut
$413K +$103K +1,552 +35%
PFGIA
275
Patriot Financial Group Insurance Agency
Massachusetts
$405K -$19.2K -290 -5%