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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KW
251
KWB Wealth
California
$416K +$9.91K +148 +2%
BAM
252
Belpointe Asset Management
Nevada
$416K -$96.8K -1,445 -19%
PPP
253
Private Portfolio Partners
New Jersey
$413K -$189K -2,818 -31%
GTAM
254
Global Trust Asset Management
Florida
$397K -$66K -986 -14%
Thrivent Financial for Lutherans
255
Thrivent Financial for Lutherans
Minnesota
$389K +$393K +5,861 New
KA
256
Kovack Advisors
Florida
$388K +$201 +3 +0.1%
CST
257
Charles Schwab Trust
Nevada
$382K
WAM
258
WFA Asset Management
Wisconsin
$380K +$1.21K +18 +0.3%
MC
259
Moors & Cabot
Massachusetts
$373K +$38K +567 +11%
EFL
260
ERn Financial LLC
Wisconsin
$363K +$201 +3 +0.1%
CTFG
261
Capstone Triton Financial Group
Oklahoma
$361K -$43.3K -647 -11%
PCIA
262
Prime Capital Investment Advisors
Kansas
$352K -$66.8K -997 -16%
KWA
263
KCS Wealth Advisory
California
$334K -$27.6K -412 -8%
EWM
264
EPG Wealth Management
Georgia
$330K +$156K +2,330 +90%
SFA
265
Sequoia Financial Advisors
Ohio
$327K
BF
266
BOK Financial
Oklahoma
$322K -$169K -2,521 -34%
Koshinski Asset Management
267
Koshinski Asset Management
Illinois
$321K -$95.7K -1,429 -23%
SEI Investments
268
SEI Investments
Pennsylvania
$320K +$2.34K +35 +0.7%
CW
269
Channel Wealth
California
$315K +$314K +4,691 New
MCCA
270
Mill Creek Capital Advisors
Pennsylvania
$313K
CPA
271
Court Place Advisors
Maryland
$312K
TCA
272
Trifecta Capital Advisors
Illinois
$311K -$21.8K -325 -7%
GRP
273
Global Retirement Partners
California
$301K +$10.8K +161 +4%
GFL
274
Granite FO LLC
New Hampshire
$301K +$305K +4,556 New
BFG
275
Bleakley Financial Group
New Jersey
$283K -$31.8K -475 -10%