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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
251
Strategic Financial Partners
Oregon
$430K +$404K +5,955 New
HCM
252
Highview Capital Management
Illinois
$422K
Neuberger Berman Group
253
Neuberger Berman Group
New York
$418K +$393K +5,792 New
WAM
254
WFA Asset Management
Wisconsin
$416K +$3.26K +48 +0.8%
CST
255
Charles Schwab Trust
Nevada
$411K
FPAS
256
Focus Partners Advisor Solutions
Missouri
$410K +$386K +5,684 New
MC
257
Moors & Cabot
Massachusetts
$408K +$102K +1,500 +36%
BIA
258
Bigelow Investment Advisors
Maine
$403K -$95.1K -1,400 -20%
SWP
259
Stratos Wealth Partners
Ohio
$398K -$30.4K -447 -8%
WCM
260
Windham Capital Management
Massachusetts
$396K -$2.72K -40 -0.7%
CRWM
261
Castle Rock Wealth Management
California
$395K -$159K -2,349 -30%
WP
262
WealthSource Partners
California
$395K -$57K -840 -13%
RW
263
RVW Wealth
California
$395K +$6.38K +94 +2%
JWCA
264
J.W. Coons Advisors
Ohio
$394K -$227K -3,340 -38%
GEA
265
Glen Eagle Advisors
New Jersey
$394K -$3.4K -50 -0.9%
EFL
266
ERn Financial LLC
Wisconsin
$384K +$475 +7 +0.1%
FA
267
Faithward Advisors
Pennsylvania
$382K -$132K -1,937 -26%
AA
268
AlphaCentric Advisors
Puerto Rico
$378K -$40.2K -592 -10%
CA
269
CoreCap Advisors
Michigan
$368K -$15.7K -231 -4%
WWG
270
West Wealth Group
California
$367K -$134K -1,974 -28%
GTAM
271
Global Trust Asset Management
Florida
$358K -$56.2K -827 -14%
FWM
272
Focused Wealth Management
New York
$355K -$55.3K -815 -14%
BOS
273
Bank of Stockton
California
$348K
CF
274
Centaurus Financial
California
$348K -$125K -1,839 -28%
LFAS
275
Level Four Advisory Services
Texas
$346K -$15.3K -226 -4%