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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
251
Global Retirement Partners
California
$478K +$454K +5,784 New
LWM
252
LongView Wealth Management
Georgia
$472K +$1.65K +21 +0.4%
EFL
253
ERn Financial LLC
Wisconsin
$463K +$471 +6 +0.1%
RW
254
RVW Wealth
California
$456K
KeyBank National Association
255
KeyBank National Association
Ohio
$455K
SWP
256
Sagespring Wealth Partners
Tennessee
$454K +$2.75K +35 +0.6%
SWP
257
Stratos Wealth Partners
Ohio
$453K -$13.6K -173 -3%
MCM
258
MV Capital Management
Maryland
$446K
GEA
259
Glen Eagle Advisors
New Jersey
$438K -$8.64K -110 -2%
DWM
260
Dakota Wealth Management
Florida
$436K -$87.6K -1,115 -17%
SOS
261
Silver Oak Securities
Tennessee
$428K +$127K +1,616 +45%
FA
262
Faithward Advisors
Pennsylvania
$427K +$157 +2 +0%
CST
263
Charles Schwab Trust
Nevada
$422K
WAM
264
WFA Asset Management
Wisconsin
$418K +$1.96K +25 +0.4%
AWE
265
Avidian Wealth Enterprises
Texas
$409K +$12.3K +157 +3%
Qube Research & Technologies (QRT)
266
Qube Research & Technologies (QRT)
United Kingdom
$406K +$154K +1,961 +66%
DWAM
267
Duncan Williams Asset Management
Tennessee
$406K
CAC
268
Certified Advisory Corp
Florida
$401K +$864 +11 +0.2%
AWA
269
Acorn Wealth Advisors
Michigan
$391K -$67.8K -863 -15%
OPA
270
Old Port Advisors
Maine
$390K -$32.4K -412 -8%
BOS
271
Bank of Stockton
California
$389K
HWAM
272
Hennion & Walsh Asset Management
New Jersey
$387K -$236 -3 -0.1%
CSP
273
Cary Street Partners
Virginia
$380K +$361K +4,596 New
AIP
274
Almanack Investment Partners
Pennsylvania
$377K +$359K +4,566 New
IAIM
275
International Assets Investment Management
Florida
$374K +$76.7K +977 +28%