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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RM
251
RCW Management
Florida
$791K -$10.5K -112 -1%
AWE
252
Avidian Wealth Enterprises
Texas
$775K +$255K +2,729 +48%
SCM
253
Sidoxia Capital Management
California
$774K +$790K +8,462 New
PNFS
254
PW Nova Financial Services
Pennsylvania
$771K
BPA
255
Beacon Pointe Advisors
California
$769K +$389K +4,171 +99%
SWASL
256
Spartan Wealth Advisory Services LLC
Michigan
$757K +$772K +8,273 New
PA
257
Pinnacle Associates
New York
$731K
BFM
258
Boothbay Fund Management
New York
$716K +$730K +7,820 New
SI
259
Stephens Inc
Arkansas
$711K -$560 -6 -0.1%
CMMS
260
Comprehensive Money Management Services
Florida
$710K
CAI
261
Capital Advisors Inc
Oklahoma
$700K
Invesco
262
Invesco
Georgia
$695K -$4.01K -43 -0.6%
MWM
263
Maridea Wealth Management
New York
$684K -$14.1K -151 -2%
SAM
264
Smithbridge Asset Management
Pennsylvania
$680K -$726K -7,775 -51%
LFA
265
Laraway Financial Advisors
Minnesota
$675K -$1.12K -12 -0.2%
Citadel Advisors
266
Citadel Advisors
Florida
$667K +$680K +7,283 New
PUI
267
Purpose Unlimited Inc
$640K +$639K +6,843 +4,277%
WB
268
Webster Bank
Connecticut
$640K
CWM
269
Connecticut Wealth Management
Connecticut
$640K
GWP
270
Gateway Wealth Partners
Wisconsin
$634K +$647K +6,932 New
WA
271
Waystone Advisors
Washington
$632K -$27.5K -295 -4%
TCA
272
Trifecta Capital Advisors
Illinois
$626K
MT
273
Midwest Trust
Kansas
$624K +$280K +3,000 +79%
AAS
274
Ameritas Advisory Services
Nebraska
$611K -$77K -825 -11%
BIA
275
Bigelow Investment Advisors
Maine
$611K +$247K +2,650 +66%