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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOS
251
Bank of Stockton
California
$479K
FW
252
FirstPurpose Wealth
Utah
$472K +$501K +7,455 New
Bank of New York Mellon
253
Bank of New York Mellon
New York
$468K +$239K +3,552 +92%
BF
254
BOK Financial
Oklahoma
$459K -$55.5K -825 -10%
BAM
255
BTS Asset Management
Massachusetts
$456K -$721K -10,726 -61%
SWM
256
Spire Wealth Management
Virginia
$449K -$43.6K -648 -8%
MSAM
257
Moloney Securities Asset Management
Missouri
$448K -$53.8K -800 -10%
CAI
258
Capital Advisors Inc
Oklahoma
$440K +$239K +3,550 +103%
GTAM
259
Global Trust Asset Management
Florida
$437K
FWM
260
Focused Wealth Management
New York
$433K -$471 -7 -0.1%
MC
261
Moors & Cabot
Massachusetts
$431K -$24.7K -367 -5%
LFAS
262
Level Four Advisory Services
Texas
$428K -$71K -1,055 -13%
HCM
263
Highview Capital Management
Illinois
$428K -$2.35K -35 -0.5%
KF
264
Krilogy Financial
Missouri
$428K +$34K +505 +8%
SEI Investments
265
SEI Investments
Pennsylvania
$423K +$69.8K +1,038 +18%
T
266
TCWP
Ohio
$418K -$37.3K -555 -8%
AWE
267
Avidian Wealth Enterprises
Texas
$414K -$46.9K -697 -10%
CTFG
268
Capstone Triton Financial Group
Oklahoma
$406K
ASN
269
Advisory Services Network
Georgia
$399K +$164K +2,435 +63%
SWIG
270
Strategic Wealth Investment Group
Kentucky
$394K +$77K +1,144 +23%
LTI
271
Laffer Tengler Investments
Tennessee
$387K -$14.1K -209 -3%
KA
272
Kovack Advisors
Florida
$385K -$8.74K -130 -2%
JG
273
Jefferies Group
New York
$380K -$391K -5,808 -49%
BAAM
274
Baker Avenue Asset Management
California
$379K +$403K +5,987 New
CA
275
Cetera Advisors
Colorado
$377K +$14K +208 +4%