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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
276
Schneider Downs Wealth Management Advisors
Pennsylvania
$778K
PFA
277
Professional Financial Advisors
Nebraska
$771K +$796K +9,296 New
WP
278
WealthSource Partners
California
$766K -$23K -269 -3%
RW
279
RVW Wealth
California
$762K +$4.11K +48 +0.5%
DADC
280
D.A. Davidson & Co
Montana
$743K
Bank Julius Baer & Co
281
Bank Julius Baer & Co
Switzerland
$730K
BAM
282
Belpointe Asset Management
Nevada
$729K -$703K -8,208 -48%
SWM
283
Spire Wealth Management
Virginia
$725K +$34.3K +401 +5%
HCM
284
Hengehold Capital Management
Ohio
$720K
HWM
285
HB Wealth Management
Georgia
$707K +$730K +8,522 New
PCWA
286
Pacific Capital Wealth Advisors
California
$706K +$1.11K +13 +0.2%
SCP
287
Silverleafe Capital Partners
Tennessee
$693K -$626K -7,312 -47%
State Street
288
State Street
Massachusetts
$688K +$710K +8,292 New
MSAM
289
Moloney Securities Asset Management
Missouri
$669K -$281K -3,278 -29%
GP
290
Geneva Partners
Wisconsin
$667K +$9.68K +113 +1%
AWA
291
Acorn Wealth Advisors
Michigan
$665K +$36.2K +423 +6%
SRC
292
Sage Rhino Capital
California
$662K -$46.2K -539 -6%
Mercer Global Advisors
293
Mercer Global Advisors
Colorado
$652K -$1.32M -15,402 -66%
CRWM
294
Castle Rock Wealth Management
California
$638K -$848K -9,900 -54%
CC
295
Commons Capital
Massachusetts
$615K +$635K +7,417 New
M&T Bank
296
M&T Bank
New York
$613K +$17.6K +206 +3%
IWM
297
IHT Wealth Management
Illinois
$610K -$347K -4,048 -35%
TCM
298
Telos Capital Management
California
$609K -$7.54K -88 -1%
AWM
299
Accel Wealth Management
Iowa
$607K +$627K +7,326 New
FWM
300
Focused Wealth Management
New York
$599K -$43.3K -505 -7%