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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
301
LifePlan Financial Group
Ohio
$131K +$6.36K +117 +4%
MPCG
302
Matrix Private Capital Group
New York
$117K -$28.2K -519 -18%
CWAF
303
Core Wealth Advisors (Florida)
Florida
$113K -$77.5K -1,425 -38%
ACA
304
Aptus Capital Advisors
Alabama
$112K -$10.8K -198 -8%
DWM
305
Darwin Wealth Management
Florida
$104K +$119K +2,188 New
HIA
306
Harbor Investment Advisory
Maryland
$103K
GRP
307
Global Retirement Partners
California
$101K -$13.5K -248 -10%
NR
308
Newfound Research
Massachusetts
$98K -$552K -10,149 -83%
AssetMark Inc
309
AssetMark Inc
California
$96K +$104K +1,918 +2,368%
WAP
310
Wealthcare Advisory Partners
Pennsylvania
$92K -$706K -12,988 -87%
CFGS
311
Concourse Financial Group Securities
Alabama
$91K +$11.3K +207 +12%
WCG
312
Weaver Consulting Group
California
$90K -$94.6K -1,740 -48%
EWM
313
EPG Wealth Management
Georgia
$87K +$99.3K +1,826 New
PA
314
Parallel Advisors
California
$86K -$34.4K -632 -26%
SSB
315
Sandy Spring Bank
Maryland
$86K
SBL
316
Sargent Bickham Lagudis
Colorado
$84K +$218 +4 +0.2%
Fidelity Investments
317
Fidelity Investments
Massachusetts
$81K -$281K -5,165 -75%
CFG
318
Citizens Financial Group
Rhode Island
$78K +$89K +1,637 New
SF
319
Synovus Financial
Georgia
$72K -$119K -2,190 -59%
MRCM
320
M&R Capital Management
New Jersey
$71K
SWA
321
Stratos Wealth Advisors
Ohio
$71K +$81K +1,489 New
TPWA
322
TRUE Private Wealth Advisors
Oregon
$69K
MWP
323
Meridian Wealth Partners
Pennsylvania
$64K +$10.9K +200 +18%
MA
324
MCF Advisors
Kentucky
$62K
RCA
325
Ranch Capital Advisors
Florida
$61K -$13K -239 -16%