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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
251
Private Trust Company
Ohio
$435K
SWP
252
Stratos Wealth Partners
Ohio
$433K -$134K -1,692 -23%
WS
253
Wedbush Securities
California
$431K -$22.3K -282 -5%
EFL
254
ERn Financial LLC
Wisconsin
$428K +$237 +3 +0.1%
AWA
255
Acorn Wealth Advisors
Michigan
$428K +$6.64K +84 +2%
RW
256
RVW Wealth
California
$422K
WAM
257
WFA Asset Management
Wisconsin
$422K -$7.5K -95 -2%
CIBC World Market
258
CIBC World Market
Ontario, Canada
$421K +$435K +5,501 New
KeyBank National Association
259
KeyBank National Association
Ohio
$421K
SWP
260
Sagespring Wealth Partners
Tennessee
$418K -$133K -1,684 -24%
GEA
261
Glen Eagle Advisors
New Jersey
$415K -$1.19K -15 -0.3%
MCM
262
MV Capital Management
Maryland
$414K -$87.7K -1,110 -17%
FA
263
Faithward Advisors
Pennsylvania
$396K +$158 +2 +0%
GAA
264
Guardian Asset Advisors
Pennsylvania
$393K +$62.6K +793 +18%
OPA
265
Old Port Advisors
Maine
$393K -$11K -139 -3%
CST
266
Charles Schwab Trust
Nevada
$391K -$46.6K -590 -10%
DWAM
267
Duncan Williams Asset Management
Tennessee
$376K -$19.8K -251 -5%
CAC
268
Certified Advisory Corp
Florida
$371K -$23.2K -294 -6%
IC
269
IEQ Capital
California
$368K +$380K +4,805 New
AWE
270
Avidian Wealth Enterprises
Texas
$367K +$55.3K +700 +17%
BOS
271
Bank of Stockton
California
$360K
HWAM
272
Hennion & Walsh Asset Management
New Jersey
$359K -$26.5K -335 -7%
Fidelity Investments
273
Fidelity Investments
Massachusetts
$351K +$14.3K +181 +4%
MC
274
Moors & Cabot
Massachusetts
$351K
GFL
275
Granite FO LLC
New Hampshire
$349K