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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
276
Horst & Graben Wealth Management
Oregon
$855K -$82.5K -796 -9%
SI
277
Stephens Inc
Arkansas
$854K +$16.7K +161 +2%
CMMS
278
Comprehensive Money Management Services
Florida
$833K -$3.11K -30 -0.4%
MWM
279
Maridea Wealth Management
New York
$827K +$20.4K +197 +3%
CAI
280
Capital Advisors Inc
Oklahoma
$824K – – –
RCSA
281
REYL & Cie S.A.
Switzerland
$810K +$915K +8,830 New
LFA
282
Laraway Financial Advisors
Minnesota
$795K – – –
SAW
283
Signal Advisors Wealth
Michigan
$764K +$114K +1,096 +18%
Invesco
284
Invesco
Georgia
$764K -$51.9K -501 -7%
TW
285
Trajan Wealth
Arizona
$760K +$90.8K +876 +14%
GM
286
GeoWealth Management
Illinois
$756K -$254K -2,448 -26%
SC
287
Savant Capital
Illinois
$755K +$445K +4,297 +135%
TCA
288
Trifecta Capital Advisors
Illinois
$737K – – –
MT
289
Midwest Trust
Kansas
$735K – – –
SAM
290
Smithbridge Asset Management
Pennsylvania
$734K -$64.5K -622 -8%
WB
291
Webster Bank
Connecticut
$730K -$22.7K -219 -3%
GWP
292
Gateway Wealth Partners
Wisconsin
$728K -$18.4K -178 -3%
National Bank of Canada
293
National Bank of Canada
Quebec, Canada
$726K -$444K -4,283 -39%
M&T Bank
294
M&T Bank
New York
$712K – – –
PWP
295
Pursue Wealth Partners
California
$706K -$503K -4,850 -43%
SCG
296
Sonata Capital Group
Washington
$705K – – –
LBWM
297
Left Brain Wealth Management
Illinois
$693K +$666K +6,425 New
HI
298
Hyundai Investments
South Korea
$686K +$60.1K +580 +10%
CPL
299
CAP Partners LLC
Tennessee
$667K -$9.85K -95 -2%
SCA
300
Snowden Capital Advisors
New York
$656K – – –