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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EGA
276
E&G Advisors
Texas
$817K -$796K -9,424 Closed
SDWMA
277
Schneider Downs Wealth Management Advisors
Pennsylvania
$813K
AL
278
Aspiriant LLC
California
$791K +$297K +3,516 +63%
Bank Julius Baer & Co
279
Bank Julius Baer & Co
Switzerland
$767K +$3.72K +44 +0.5%
HCM
280
Hengehold Capital Management
Ohio
$759K -$3.38K -40 -0.5%
SRC
281
Sage Rhino Capital
California
$759K +$29.1K +344 +4%
GWAG
282
Garrett Wealth Advisory Group
Texas
$744K -$98.2K -1,162 -12%
HB
283
Homrich & Berg
Georgia
$742K +$443K +5,245 +158%
PCWA
284
Pacific Capital Wealth Advisors
California
$737K
SWM
285
Spire Wealth Management
Virginia
$721K -$16.6K -196 -2%
AIP
286
Almanack Investment Partners
Pennsylvania
$719K +$701K +8,291 New
PAS
287
Park Avenue Securities
New York
$711K +$304K +3,599 +78%
GP
288
Geneva Partners
Wisconsin
$680K +$22.4K +265 +3%
PFA
289
Paradigm Financial Advisors
Missouri
$677K -$82.8K -980 -11%
FWM
290
Focused Wealth Management
New York
$670K +$12.5K +148 +2%
AWA
291
Acorn Wealth Advisors
Michigan
$654K +$845 +10 +0.1%
MFW
292
Meristem Family Wealth
Minnesota
$650K +$634K +7,500 New
GTAM
293
Global Trust Asset Management
Florida
$637K -$291K -3,442 -32%
TCM
294
Telos Capital Management
California
$636K +$1.94K +23 +0.3%
M&T Bank
295
M&T Bank
New York
$623K
PWMAG
296
Pinnacle Wealth Management Advisory Group
New Jersey
$623K +$2.11K +25 +0.3%
NFG
297
Next Financial Group
Texas
$619K -$33.1K -392 -6%
GCMG
298
Gyroscope Capital Management Group
Florida
$618K -$2.11K -25 -0.3%
FFS
299
Founders Financial Securities
Maryland
$603K -$236K -2,788 -29%
GIA
300
Gladstone Institutional Advisory
Florida
$593K +$578K +6,841 New