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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EIP
276
Ellis Investment Partners
Pennsylvania
$346K +$312K +5,688 New
EWM
277
Evercore Wealth Management
New York
$345K
PWMAG
278
Pinnacle Wealth Management Advisory Group
New Jersey
$344K -$15.3K -280 -5%
QCIG
279
Quad-Cities Investment Group
Iowa
$329K +$1.15K +21 +0.4%
PFA
280
Pinnacle Family Advisors
Missouri
$325K +$295K +5,377 New
CPA
281
Court Place Advisors
Maryland
$324K
NR
282
Newfound Research
Massachusetts
$323K +$180K +3,280 +160%
NFG
283
NewFocus Financial Group
Washington
$316K +$16.4K +299 +6%
KFI
284
Key Financial Inc
Pennsylvania
$315K -$44.9K -820 -13%
RP
285
Riverbridge Partners
Minnesota
$303K
AF
286
Advisornet Financial
Minnesota
$303K +$121K +2,205 +79%
AWA
287
Acorn Wealth Advisors
Michigan
$301K +$164 +3 +0.1%
AA
288
Advisory Alpha
Michigan
$291K -$4.17K -76 -2%
MAS
289
Madden Advisory Services
Florida
$288K
BWL
290
Bogart Wealth LLC
Virginia
$286K
SAM
291
Strategy Asset Managers
California
$286K +$259K +4,727 New
UAS
292
United Asset Strategies
New York
$284K -$94.4K -1,722 -27%
KeyBank National Association
293
KeyBank National Association
Ohio
$284K -$58.9K -1,074 -19%
WP
294
WealthShield Partners
North Carolina
$279K -$12.2K -222 -5%
DAS
295
Dynamic Advisor Solutions
Arizona
$275K +$249K +4,539 New
SFG
296
Summit Financial Group
West Virginia
$275K +$249K +4,539 New
TF
297
Tompkins Financial
New York
$272K
FHC
298
First Heartland Consultants
Missouri
$271K -$631K -11,518 -72%
IAS
299
IMA Advisory Services
Colorado
$271K +$56.3K +1,027 +30%
VIM
300
Vista Investment Management
Pennsylvania
$270K -$6.79K -124 -3%