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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
276
International Assets Investment Management
Florida
$311K -$16.6K -232 -5%
TPWA
277
TRUE Private Wealth Advisors
Oregon
$310K -$2.32M -32,351 -88%
EWM
278
EPG Wealth Management
Georgia
$306K -$303K -4,231 Closed
FPAS
279
Focus Partners Advisor Solutions
Missouri
$305K -$49.4K -690 -14%
EFG
280
Embree Financial Group
Illinois
$303K
HIS
281
Harvest Investment Services
Illinois
$299K +$297K +4,147 New
PTC
282
Private Trust Company
Ohio
$297K
TW
283
Trajan Wealth
Arizona
$292K -$6.01K -84 -2%
CPSAC
284
Chas P. Smith & Associates (CPS)
Florida
$291K
GCIM
285
Gunn & Company Investment Management
Florida
$291K +$289K +4,034 New
JWCA
286
J.W. Coons Advisors
Ohio
$290K -$93K -1,300 -24%
KSWA
287
Kathleen S. Wright Associates
Pennsylvania
$290K
IA
288
IFP Advisors
Florida
$290K -$56.2K -785 -16%
CPA
289
Cardiff Park Advisors
California
$288K
FRA
290
Frank Rimerman Advisors
California
$288K
OCM
291
Orion Capital Management
California
$288K
USCWA
292
U.S. Capital Wealth Advisors
Texas
$288K
CTFG
293
Capstone Triton Financial Group
Oklahoma
$283K -$716 -10 -0.3%
CIBC Private Wealth Group
294
CIBC Private Wealth Group
Georgia
$282K -$27.4K -383 -9%
RJT
295
Raymond James Trust
Florida
$281K -$37.4K -523 -12%
BCM
296
Brookstone Capital Management
Illinois
$279K +$271K +3,791 New
Envestnet Portfolio Solutions
297
Envestnet Portfolio Solutions
Illinois
$277K -$8.8K -123 -3%
CMS
298
Capital Market Strategies
Florida
$274K
BHBT
299
Burke & Herbert Bank & Trust
Virginia
$273K +$271K +3,790 New
BFG
300
Berger Financial Group
Minnesota
$270K -$4.94K -69 -2%