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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Pinnacle Associates
New York
$737K -$311K -3,945 -29%
RT
252
Rockland Trust
Massachusetts
$735K -$7.33K -93 -1%
JFGIW
253
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$732K +$256K +3,248 +55%
WMR
254
Wealth Management Resources
Rhode Island
$732K -$1.29M -16,303 -63%
TF
255
Trek Financial
Arizona
$728K +$737K +9,352 New
JIR
256
James Investment Research
Ohio
$725K +$442K +5,607 +152%
SOS
257
Silver Oak Securities
Tennessee
$722K -$207K -2,620 -22%
AIM
258
Advyzon Investment Management
Illinois
$721K +$730K +9,255 New
KFI
259
Key Financial Inc
Pennsylvania
$718K -$653K -8,281 -47%
UBP
260
Union Bancaire Privee
Switzerland
$698K +$707K +8,970 New
SAM
261
SignalPoint Asset Management
Missouri
$692K -$38.1K -483 -5%
IAA
262
Independent Advisor Alliance
North Carolina
$691K +$700K +8,871 New
US Bancorp
263
US Bancorp
Minnesota
$686K +$8.6K +109 +1%
SP
264
Stablepoint Partners
Massachusetts
$677K +$4.26K +54 +0.6%
CA
265
Calton & Associates
Florida
$676K +$8.99K +114 +1%
SWAG
266
Spectrum Wealth Advisory Group
California
$672K -$4.89K -62 -0.7%
PFA
267
Portland Financial Advisors
New York
$653K +$661K +8,381 New
NG
268
Norden Group
Utah
$648K -$408K -5,179 -38%
AG
269
Ascent Group
Virginia
$642K -$292K -3,697 -31%
LCWP
270
Legacy Capital Wealth Partners
Arkansas
$640K -$4.18K -53 -0.6%
CMMS
271
Comprehensive Money Management Services
Florida
$631K +$639K +8,101 New
LFA
272
Laraway Financial Advisors
Minnesota
$623K
Cerity Partners
273
Cerity Partners
New York
$608K +$76.9K +975 +14%
CAI
274
Capital Advisors Inc
Oklahoma
$597K +$80.1K +1,016 +15%
SFP
275
Strategic Financial Partners
Oregon
$595K +$58.1K +737 +11%