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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
301
Evercore Wealth Management
New York
$317K
CPA
302
Court Place Advisors
Maryland
$316K
GCA
303
Greenwood Capital Associates
South Carolina
$313K +$303K +5,635 New
AWA
304
Acorn Wealth Advisors
Michigan
$306K -$7.32K -136 -2%
QCIG
305
Quad-Cities Investment Group
Iowa
$301K -$269 -5 -0.1%
SFP
306
Strategic Financial Partners
Oregon
$297K +$288K +5,349 New
LTI
307
Laffer Tengler Investments
Tennessee
$297K +$288K +5,346 New
VIM
308
Vista Investment Management
Pennsylvania
$296K -$5.92K -110 -2%
AA
309
Advisory Alpha
Michigan
$289K +$8.13K +151 +3%
RCA
310
Reitz Capital Advisors
Michigan
$284K +$26.9K +500 +11%
CFB
311
Cullen/Frost Bankers
Texas
$281K -$21.1K -392 -7%
BPCE
312
Bank Pictet & Cie (Europe)
Germany
$278K -$35.5K -660 -12%
RP
313
Riverbridge Partners
Minnesota
$278K
SAS
314
Stelac Advisory Services
New York
$278K
LP
315
LGL Partners
Pennsylvania
$277K -$54.4K -1,011 -17%
CIAS
316
Capital Investment Advisory Services
North Carolina
$272K +$83.1K +1,543 +46%
WP
317
WealthShield Partners
North Carolina
$269K
BWL
318
Bogart Wealth LLC
Virginia
$269K +$538 +10 +0.2%
MAS
319
Madden Advisory Services
Florida
$264K
WHG
320
Westwood Holdings Group
Texas
$264K +$256K +4,764 New
MSAM
321
Moloney Securities Asset Management
Missouri
$263K -$861 -16 -0.3%
AWM
322
Affinity Wealth Management
Delaware
$250K
TF
323
Tompkins Financial
New York
$250K +$242K +4,500 New
SCA
324
Snowden Capital Advisors
New York
$245K +$2.21K +41 +0.9%
Bank of New York Mellon
325
Bank of New York Mellon
New York
$243K +$30.7K +571 +15%