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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
276
Colony Group
Massachusetts
$366K -$409K -5,890 -51%
SEI Investments
277
SEI Investments
Pennsylvania
$365K +$15.1K +218 +4%
IWM
278
IHT Wealth Management
Illinois
$363K -$28K -403 -7%
PFGIA
279
Patriot Financial Group Insurance Agency
Massachusetts
$362K -$14.7K -212 -4%
WAM
280
WFA Asset Management
Wisconsin
$359K +$1.53K +22 +0.4%
KWA
281
KCS Wealth Advisory
California
$349K -$1.87K -27 -0.5%
EFL
282
ERn Financial LLC
Wisconsin
$348K +$208 +3 +0.1%
RF
283
Robbins Farley
New Hampshire
$348K +$374K +5,387 New
TWC
284
TD Waterhouse Canada
Ontario, Canada
$343K +$28.2K +407 +9%
NFG
285
Nations Financial Group
Iowa
$338K -$69.9K -1,008 -16%
CMS
286
Capital Market Strategies
Florida
$330K
SWIG
287
Strategic Wealth Investment Group
Kentucky
$328K -$375K -5,409 -52%
WWM
288
Western Wealth Management
Colorado
$326K +$61.3K +883 +21%
RP
289
Riverbridge Partners
Minnesota
$323K
EWA
290
EP Wealth Advisors
California
$320K -$6.04K -87 -2%
UWM
291
Urban Wealth Management
California
$315K +$339K +4,879 New
SFA
292
Sequoia Financial Advisors
Ohio
$312K +$33.3K +480 +11%
CPA
293
Court Place Advisors
Maryland
$307K
EWM
294
Evercore Wealth Management
New York
$307K
Manulife (Manufacturers Life Insurance)
295
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$304K -$783K -11,288 -71%
QCIG
296
Quad-Cities Investment Group
Iowa
$302K +$555 +8 +0.2%
AAS
297
Avantax Advisory Services
Texas
$302K +$325K +4,678 New
MPPLM
298
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$298K -$66.6K -960 -17%
DWMG
299
DB Wealth Management Group
California
$297K -$3.24M -46,716 -91%
Fidelity Investments
300
Fidelity Investments
Massachusetts
$295K -$23K -331 -7%