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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
276
Fidelity Investments
Massachusetts
$351K +$18.9K +257 +6%
GFL
277
Granite FO LLC
New Hampshire
$349K
ARC
278
Advisor Resource Council
Texas
$348K +$333K +4,539 New
FCI
279
Financial Counselors Inc
Kansas
$347K -$10.3K -140 -3%
GTAM
280
Global Trust Asset Management
Florida
$345K -$29K -395 -8%
MCCA
281
Mill Creek Capital Advisors
Pennsylvania
$342K
MIA
282
MeadowBrook Investment Advisors
Michigan
$342K
FHC
283
First Heartland Consultants
Missouri
$339K -$87.9K -1,196 -21%
SFA
284
Sequoia Financial Advisors
Ohio
$335K
PCS
285
Personal CFO Solutions
New Jersey
$332K +$318K +4,334 New
GAA
286
Guardian Asset Advisors
Pennsylvania
$332K +$147 +2 +0%
EWM
287
EPG Wealth Management
Georgia
$326K +$313K +4,255 New
IWM
288
IHT Wealth Management
Illinois
$322K -$39.4K -537 -11%
EFG
289
Embree Financial Group
Illinois
$322K
PCIA
290
Prime Capital Investment Advisors
Kansas
$321K +$71.5K +974 +30%
CPSAC
291
Chas P. Smith & Associates (CPS)
Florida
$320K +$10.6K +144 +4%
FWM
292
Focused Wealth Management
New York
$319K -$15K -204 -5%
FPAS
293
Focus Partners Advisor Solutions
Missouri
$315K -$9.18K -125 -3%
BCM
294
Beaumont Capital Management
Massachusetts
$315K +$302K +4,109 New
Citadel Advisors
295
Citadel Advisors
Florida
$314K -$677K -9,220 -69%
KSWA
296
Kathleen S. Wright Associates
Pennsylvania
$309K
CPA
297
Cardiff Park Advisors
California
$306K
FRA
298
Frank Rimerman Advisors
California
$306K
OCM
299
Orion Capital Management
California
$306K
USCWA
300
U.S. Capital Wealth Advisors
Texas
$306K