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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
251
Ameritas Investment Company
Nebraska
$889K +$923K +10,669 New
SAM
252
SignalPoint Asset Management
Missouri
$888K -$272K -3,139 -23%
FMC
253
First Merchants Corp
Indiana
$888K
CA
254
Calton & Associates
Florida
$882K -$120K -1,390 -12%
BMCM
255
Burns Matteson Capital Management
New York
$869K -$66.6K -770 -7%
CG
256
Colony Group
Massachusetts
$859K -$134K -1,553 -13%
CA
257
CGN Advisors
Kansas
$856K -$73.2K -846 -8%
SMG
258
Smart Money Group
Texas
$841K +$872K +10,087 New
CCT
259
Capital City Trust
Florida
$834K
BJL
260
Brighton Jones LLC
Washington
$825K -$81.1K -938 -9%
FFS
261
Founders Financial Securities
Maryland
$812K +$314K +3,634 +60%
GWAG
262
Garrett Wealth Advisory Group
Texas
$811K -$126K -1,459 -13%
LFASL
263
Lugano Financial Advisors SA (LFA)
Switzerland
$794K -$1.04M -12,072 -56%
DADC
264
D.A. Davidson & Co
Montana
$794K +$281K +3,246 +52%
SS
265
Sunbelt Securities
Texas
$792K +$95.6K +1,105 +13%
ANTB
266
AMG National Trust Bank
Colorado
$786K +$9.86K +114 +1%
EGA
267
E&G Advisors
Texas
$785K -$1.73K -20 -0.2%
NFG
268
Nations Financial Group
Iowa
$785K +$95.1K +1,100 +13%
SDWMA
269
Schneider Downs Wealth Management Advisors
Pennsylvania
$781K +$533K +6,166 +192%
KFI
270
Key Financial Inc
Pennsylvania
$770K +$268K +3,097 +50%
EP
271
Eudaimonia Partners
Tennessee
$751K +$211K +2,436 +37%
WP
272
WealthSource Partners
California
$739K -$346 -4 -0%
HCM
273
Hengehold Capital Management
Ohio
$733K -$441K -5,100 -37%
Bank Julius Baer & Co
274
Bank Julius Baer & Co
Switzerland
$733K -$432 -5 -0.1%
PFA
275
Paradigm Financial Advisors
Missouri
$732K +$760K +8,788 New