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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
276
StrongBox Wealth
Missouri
$716K -$197K -2,611 -23%
PCWA
277
Pacific Capital Wealth Advisors
California
$703K
SS
278
Sunbelt Securities
Texas
$695K -$33.1K -438 -5%
PPP
279
Private Portfolio Partners
New Jersey
$692K +$52.4K +694 +9%
NFG
280
Nations Financial Group
Iowa
$689K +$12.2K +162 +2%
VCM
281
Virtue Capital Management
Tennessee
$679K -$530K -7,019 -46%
BFG
282
Berger Financial Group
Minnesota
$675K +$616K +8,155 New
DAS
283
Dynamic Advisor Solutions
Arizona
$674K +$156K +2,064 +34%
GCMG
284
Gyroscope Capital Management Group
Florida
$667K -$120K -1,589 -16%
FIM
285
Freedom Investment Management
Connecticut
$653K -$120K -1,585 -17%
BF
286
BOK Financial
Oklahoma
$632K +$24.9K +330 +5%
GP
287
Geneva Partners
Wisconsin
$631K +$5.58K +74 +1%
CFD
288
Creative Financial Designs
Indiana
$621K +$76.1K +1,008 +16%
NFG
289
Next Financial Group
Texas
$609K +$100K +1,325 +22%
TCM
290
Telos Capital Management
California
$606K +$12.1K +160 +2%
AWA
291
Acorn Wealth Advisors
Michigan
$605K +$115K +1,522 +26%
FWM
292
Focused Wealth Management
New York
$603K +$20.8K +275 +4%
BPCE
293
Bank Pictet & Cie (Europe)
Germany
$565K
FIM
294
Fernwood Investment Management
Massachusetts
$549K -$17.9K -237 -3%
EP
295
Eudaimonia Partners
Tennessee
$545K -$12.2K -161 -2%
SAM
296
Strategy Asset Managers
California
$536K +$82.8K +1,097 +20%
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$533K -$4.31M -57,112 -90%
PFGIA
298
Patriot Financial Group Insurance Agency
Massachusetts
$533K +$42.8K +567 +10%
EFL
299
ERn Financial LLC
Wisconsin
$526K +$906 +12 +0.2%
Mercer Global Advisors
300
Mercer Global Advisors
Colorado
$523K -$143K -1,892 -23%