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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
276
Global Trust Asset Management
Florida
$540K +$153 +2 +0%
BIA
277
Bigelow Investment Advisors
Maine
$537K +$85.8K +1,121 +19%
FMII
278
Farmers & Merchants Investments Inc
Nebraska
$531K +$266K +3,480 +102%
KF
279
Krilogy Financial
Missouri
$509K +$21.2K +277 +4%
KA
280
Kovack Advisors
Florida
$501K -$230K -3,009 -32%
CIBC Private Wealth Group
281
CIBC Private Wealth Group
Georgia
$488K -$2.37K -31 -0.5%
NFG
282
Nations Financial Group
Iowa
$481K -$600K -7,837 -56%
TPWA
283
TRUE Private Wealth Advisors
Oregon
$468K -$433K -5,665 -47%
GCMG
284
Gyroscope Capital Management Group
Florida
$467K +$7.88K +103 +2%
IWM
285
IHT Wealth Management
Illinois
$464K -$101K -1,325 -18%
CTFG
286
Capstone Triton Financial Group
Oklahoma
$457K -$11.8K -154 -2%
FPS
287
Fieldpoint Private Securities
Connecticut
$456K -$489K -6,392 -52%
PFGIA
288
Patriot Financial Group Insurance Agency
Massachusetts
$448K -$93.6K -1,224 -17%
IWC
289
Integrated Wealth Concepts
Massachusetts
$446K -$68.5K -895 -13%
CST
290
Charles Schwab Trust
Nevada
$439K +$37K +484 +9%
FIA
291
Foundations Investment Advisors
Arizona
$431K +$103K +1,340 +31%
MPPLM
292
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$429K -$1.53M -19,951 -78%
WAM
293
WFA Asset Management
Wisconsin
$426K +$995 +13 +0.2%
GWAG
294
Garrett Wealth Advisory Group
Texas
$421K -$98.2K -1,283 -19%
KWA
295
KCS Wealth Advisory
California
$418K -$7.73K -101 -2%
SEI Investments
296
SEI Investments
Pennsylvania
$416K -$7.95M -103,902 -95%
EFL
297
ERn Financial LLC
Wisconsin
$415K +$153 +2 +0%
EFS
298
Essex Financial Services
Connecticut
$411K -$8.72K -114 -2%
LA
299
Lifeworks Advisors
Michigan
$403K +$38.3K +500 +11%
SG
300
StoneX Group
New York
$402K -$69.3K -906 -15%