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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
251
Acorn Wealth Advisors
Michigan
$487K -$41.3K -635 -8%
HWM
252
HB Wealth Management
Georgia
$483K -$56.8K -872 -10%
BF
253
BOK Financial
Oklahoma
$471K +$3.71K +57 +0.8%
SCA
254
Snowden Capital Advisors
New York
$471K +$102K +1,564 +27%
OPA
255
Old Port Advisors
Maine
$460K -$34.9K -536 -7%
GTAM
256
Global Trust Asset Management
Florida
$445K
MSAM
257
Moloney Securities Asset Management
Missouri
$443K -$13K -200 -3%
FWM
258
Focused Wealth Management
New York
$437K -$3.52K -54 -0.8%
CRWM
259
Castle Rock Wealth Management
California
$437K -$115K -1,762 -22%
KF
260
Krilogy Financial
Missouri
$436K +$912 +14 +0.2%
AAS
261
Avantax Advisory Services
Texas
$424K +$93.6K +1,437 +28%
NA
262
NewEdge Advisors
Louisiana
$422K -$280K -4,294 -22%
SC
263
Seldon Capital
California
$421K -$566K -8,700 -57%
GEA
264
Glen Eagle Advisors
New Jersey
$421K -$106K -1,625 -20%
BFA
265
Beaumont Financial Advisors
Massachusetts
$418K +$168K +2,581 +66%
LWAC
266
Laurel Wealth Advisors (California)
California
$412K -$91.8K -1,410 -18%
OPS
267
Orion Portfolio Solutions
Nebraska
$412K -$320K -4,914 -43%
BAM
268
BTS Asset Management
Massachusetts
$410K -$44.9K -689 -10%
KW
269
KWB Wealth
California
$407K +$31.3K +480 +8%
BOS
270
Bank of Stockton
California
$403K -$84.6K -1,300 -17%
PCIA
271
Prime Capital Investment Advisors
Kansas
$402K -$109K -1,667 -21%
Koshinski Asset Management
272
Koshinski Asset Management
Illinois
$400K -$132K -2,029 -25%
CTFG
273
Capstone Triton Financial Group
Oklahoma
$388K -$25.2K -387 -6%
JFG
274
Jefferies Financial Group
New York
$384K +$388K +5,961 New
IFG
275
Independent Financial Group
California
$381K +$43.2K +663 +13%