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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DIM
251
Delta Investment Management
California
$976K -$466K -5,511 -33%
VFA
252
Values First Advisors
Tennessee
$967K -$104K -1,227 -10%
CA
253
Calton & Associates
Florida
$965K +$46.4K +549 +5%
BOS
254
Bank of Stockton
California
$962K -$175K -2,065 -16%
SWIG
255
Strategic Wealth Investment Group
Kentucky
$956K -$89.6K -1,060 -9%
Lazard Asset Management
256
Lazard Asset Management
New York
$954K
CGFA
257
Colton Groome Financial Advisors
North Carolina
$952K -$2.91M -34,438 -76%
CA
258
CGN Advisors
Kansas
$950K +$57.7K +683 +7%
SS
259
Sunbelt Securities
Texas
$934K +$135K +1,599 +17%
FMC
260
First Merchants Corp
Indiana
$924K
LWM
261
Loveless Wealth Management
Montana
$907K -$44.8K -530 -5%
SAM
262
SignalPoint Asset Management
Missouri
$906K -$17.9K -212 -2%
PPP
263
Private Portfolio Partners
New Jersey
$905K +$145K +1,714 +20%
VSWA
264
Vontobel Swiss Wealth Advisors
Switzerland
$899K +$362K +4,280 +70%
Koshinski Asset Management
265
Koshinski Asset Management
Illinois
$896K -$1.07M -12,628 -55%
SPC
266
Sigma Planning Corp
Michigan
$878K -$274K -3,247 -24%
EP
267
Eudaimonia Partners
Tennessee
$874K +$90.2K +1,067 +12%
EH
268
Equitable Holdings
New York
$872K -$8.37M -99,058 -91%
CCT
269
Capital City Trust
Florida
$868K
BJL
270
Brighton Jones LLC
Washington
$859K
CG
271
Colony Group
Massachusetts
$839K -$53.7K -636 -6%
NFG
272
Nations Financial Group
Iowa
$836K +$18.2K +215 +2%
LFASL
273
Lugano Financial Advisors SA (LFA)
Switzerland
$826K
WP
274
WealthSource Partners
California
$824K +$52.9K +626 +7%
DADC
275
D.A. Davidson & Co
Montana
$818K -$8.45K -100 -1%