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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Connecticut Wealth Management
Connecticut
$546K -$61.2K -910 -10%
LFAS
252
Level Four Advisory Services
Texas
$540K -$99.8K -1,484 -16%
MCM
253
MV Capital Management
Maryland
$537K
WWG
254
West Wealth Group
California
$531K +$296K +4,401 +138%
HWM
255
HB Wealth Management
Georgia
$525K
WAM
256
Worth Asset Management
Texas
$521K +$497K +7,399 +15,743%
AWA
257
Acorn Wealth Advisors
Michigan
$517K -$1.14K -17 -0.2%
FA
258
Faithward Advisors
Pennsylvania
$511K -$74.6K -1,109 -13%
FW
259
FirstPurpose Wealth
Utah
$505K +$485K +7,213 New
IFG
260
Independent Financial Group
California
$502K -$92K -1,369 -16%
BIA
261
Bigelow Investment Advisors
Maine
$496K +$477K +7,090 New
AI
262
AXS Investments
New York
$490K +$471K +7,000 New
CAI
263
Capital Advisors Inc
Oklahoma
$485K -$20.2K -300 -4%
DI
264
DFPG Investments
Utah
$482K +$452K +6,727 New
AAS
265
Avantax Advisory Services
Texas
$481K -$14.5K -216 -3%
FHA
266
Flagship Harbor Advisors
Massachusetts
$474K +$37.7K +561 +9%
SEI Investments
267
SEI Investments
Pennsylvania
$468K +$130K +1,927 +40%
GEA
268
Glen Eagle Advisors
New Jersey
$455K +$8.61K +128 +2%
SWP
269
Stratos Wealth Partners
Ohio
$447K -$121K -1,793 -22%
Susquehanna International Group
270
Susquehanna International Group
Pennsylvania
$443K -$4.03M -59,965 -90%
SCA
271
Snowden Capital Advisors
New York
$441K -$25.1K -374 -6%
KWA
272
Kingswood Wealth Advisors
California
$440K +$423K +6,295 New
KA
273
Kovack Advisors
Florida
$436K +$30.5K +453 +8%
HCM
274
Highview Capital Management
Illinois
$433K -$222K -3,305 -35%
FWM
275
Focused Wealth Management
New York
$432K -$29.1K -433 -7%