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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
301
Waystone Advisors
Washington
$656K -$85.1K -821 -12%
AAS
302
Annex Advisory Services
Wisconsin
$649K +$2.28K +22 +0.4%
TA
303
TFB Advisors
Kansas
$649K -$53.4K -515 -8%
CAS
304
Coppell Advisory Solutions
Texas
$647K +$101K +977 New
AOWM
305
Asset One Wealth Management
Washington
$633K +$171K +1,645 +37%
SAI
306
Savvy Advisors Inc
New York
$623K +$13.6K +131 +2%
LWM
307
LongView Wealth Management
Georgia
$623K +$1.14K +11 +0.2%
EFL
308
ERn Financial LLC
Wisconsin
$607K +$2.18K +21 +0.4%
KA
309
Kovack Advisors
Florida
$605K -$29.9K -288 -5%
CWM
310
Connecticut Wealth Management
Connecticut
$604K -$144K -1,385 -20%
RW
311
RVW Wealth
California
$594K – – –
FWA
312
FORM Wealth Advisors
Wisconsin
$584K +$2.07K +20 +0.4%
MCM
313
MV Capital Management
Maryland
$582K – – –
WMR
314
Wealth Management Resources
Rhode Island
$578K +$207 +2 +0%
Envestnet Portfolio Solutions
315
Envestnet Portfolio Solutions
Illinois
$570K +$299K +2,880 +120%
SWP
316
Sagespring Wealth Partners
Tennessee
$569K +$207 +2 +0%
FIA
317
Foundations Investment Advisors
Arizona
$568K +$130K +1,256 +31%
LAA
318
Liberty Atlantic Advisors
Texas
$553K – – –
SWM
319
Spire Wealth Management
Virginia
$551K +$622 +6 +0.1%
IWC
320
Integrated Wealth Concepts
Massachusetts
$550K -$97.8K -944 -16%
DADC
321
D.A. Davidson & Co
Montana
$544K -$876K -8,448 -63%
CAC
322
Certified Advisory Corp
Florida
$543K -$15.7K -151 -3%
Qube Research & Technologies (QRT)
323
Qube Research & Technologies (QRT)
United Kingdom
$534K -$134K -1,297 -21%
GEA
324
Glen Eagle Advisors
New Jersey
$534K -$30.2K -291 -6%
Betterment LLC
325
Betterment LLC
New York
$529K +$508K +4,906 New