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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPP
276
Private Portfolio Partners
New Jersey
$727K +$31.2K +361 +4%
FHC
277
First Heartland Consultants
Missouri
$710K +$350K +4,044 +90%
SWM
278
Spire Wealth Management
Virginia
$709K +$736K +8,511 New
PCWA
279
Pacific Capital Wealth Advisors
California
$708K
SRC
280
Sage Rhino Capital
California
$701K -$888K -10,265 -55%
CCFM
281
Clear Creek Financial Management
Washington
$701K -$654K -7,558 -48%
GP
282
Geneva Partners
Wisconsin
$632K -$3.98K -46 -0.6%
FWM
283
Focused Wealth Management
New York
$632K +$25.3K +293 +4%
AWA
284
Acorn Wealth Advisors
Michigan
$627K +$18.7K +216 +3%
NFG
285
Next Financial Group
Texas
$626K -$66.4K -768 -10%
TCM
286
Telos Capital Management
California
$609K -$1.04K -12 -0.2%
M&T Bank
287
M&T Bank
New York
$599K -$362K -4,190 -37%
GCMG
288
Gyroscope Capital Management Group
Florida
$596K -$78.5K -908 -11%
PWMAG
289
Pinnacle Wealth Management Advisory Group
New Jersey
$596K +$162K +1,875 +36%
BPCE
290
Bank Pictet & Cie (Europe)
Germany
$569K
CTFG
291
Capstone Triton Financial Group
Oklahoma
$561K +$128K +1,476 +28%
PFGIA
292
Patriot Financial Group Insurance Agency
Massachusetts
$542K +$5.36K +62 +1%
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$533K -$3.46K -40 -0.6%
Fidelity Investments
294
Fidelity Investments
Massachusetts
$522K +$80.9K +935 +18%
RIG
295
Ramiah Investment Group
Wisconsin
$521K +$42.1K +487 +8%
EFL
296
ERn Financial LLC
Wisconsin
$520K -$10.2K -118 -2%
Manulife (Manufacturers Life Insurance)
297
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$517K -$5.06M -58,509 -90%
EFS
298
Essex Financial Services
Connecticut
$508K +$26K +301 +5%
VSWA
299
Vontobel Swiss Wealth Advisors
Switzerland
$508K +$527K +6,091 New
SAM
300
Strategy Asset Managers
California
$502K -$39.6K -458 -7%