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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
276
M&T Bank
New York
$604K -$140K -1,500 -19%
LFIA
277
Legacy Financial Independent Advisors
Kentucky
$598K +$610K +6,536 New
SCG
278
Sonata Capital Group
Washington
$598K
TA
279
TFB Advisors
Kansas
$598K -$157K -1,679 -20%
CPL
280
CAP Partners LLC
Tennessee
$575K +$654 +7 +0.1%
Qube Research & Technologies (QRT)
281
Qube Research & Technologies (QRT)
United Kingdom
$572K +$253K +2,712 +77%
LWM
282
LongView Wealth Management
Georgia
$570K +$1.4K +15 +0.3%
TW
283
Trajan Wealth
Arizona
$565K +$65.4K +701 +13%
SCA
284
Snowden Capital Advisors
New York
$557K -$2.24K -24 -0.4%
KA
285
Kovack Advisors
Florida
$555K +$27.2K +291 +5%
IWC
286
Integrated Wealth Concepts
Massachusetts
$553K +$97.7K +1,046 +21%
AAS
287
Annex Advisory Services
Wisconsin
$549K +$1.4K +15 +0.3%
SAW
288
Signal Advisors Wealth
Michigan
$548K +$78.2K +838 +16%
HCM
289
Howard Capital Management
Georgia
$545K -$216M -2,309,628 -100%
SWM
290
Schwallier Wealth Management
Michigan
$526K +$537K +5,748 New
CTFG
291
Capstone Triton Financial Group
Oklahoma
$519K +$268K +2,874 +100%
HI
292
Hyundai Investments
South Korea
$519K +$72K +771 +15%
SAI
293
Savvy Advisors Inc
New York
$517K +$528K +5,652 New
EFL
294
ERn Financial LLC
Wisconsin
$513K +$187 +2 +0%
DWM
295
Diversify Wealth Management
Utah
$507K +$130K +1,388 +38%
RW
296
RVW Wealth
California
$504K
MCM
297
MV Capital Management
Maryland
$494K
FWA
298
FORM Wealth Advisors
Wisconsin
$494K -$85K -910 -14%
WMR
299
Wealth Management Resources
Rhode Island
$490K -$158K -1,695 -24%
PI
300
PFG Investments
New York
$487K +$496K +5,317 New