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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
251
Belpointe Asset Management
Nevada
$687K +$653K +7,588 New
GM
252
GeoWealth Management
Illinois
$677K +$644K +7,486 New
SFP
253
Strategic Financial Partners
Oregon
$667K -$19.2K -223 -3%
GRP
254
Global Retirement Partners
California
$660K +$130K +1,510 +26%
FIA
255
Foundations Investment Advisors
Arizona
$657K +$105K +1,217 +20%
DADC
256
D.A. Davidson & Co
Montana
$656K -$4.3K -50 -0.7%
IWC
257
Integrated Wealth Concepts
Massachusetts
$655K -$130K -1,512 -17%
WB
258
Webster Bank
Connecticut
$633K -$90.7K -1,054 -13%
CWM
259
Connecticut Wealth Management
Connecticut
$633K
TCA
260
Trifecta Capital Advisors
Illinois
$619K
WMR
261
Wealth Management Resources
Rhode Island
$613K -$40.2K -467 -6%
HPC
262
Hobart Private Capital
North Carolina
$603K +$8.43K +98 +1%
SCG
263
Sonata Capital Group
Washington
$591K
SCA
264
Snowden Capital Advisors
New York
$590K +$35.1K +408 +7%
Cerity Partners
265
Cerity Partners
New York
$590K -$39.8K -463 -7%
FBB
266
Fulton Breakefield Broenniman
Maryland
$585K -$89.5K -1,040 -14%
CFIM
267
Client First Investment Management
Wisconsin
$578K +$549K +6,382 New
PCM
268
Prelude Capital Management
New York
$573K +$544K +6,327 New
CPL
269
CAP Partners LLC
Tennessee
$567K +$860 +10 +0.2%
SWP
270
Stratos Wealth Partners
Ohio
$556K +$57.4K +667 +12%
BRWM
271
Blue Rock Wealth Management
North Carolina
$547K
AWE
272
Avidian Wealth Enterprises
Texas
$526K +$74.4K +865 +17%
KA
273
Kovack Advisors
Florida
$523K -$42.8K -498 -8%
LWM
274
LongView Wealth Management
Georgia
$519K +$1.55K +18 +0.3%
EFL
275
ERn Financial LLC
Wisconsin
$507K +$344 +4 +0.1%