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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
301
Essex Financial Services
Connecticut
$268K +$243K +4,436 New
SWM
302
SeaCrest Wealth Management
New York
$266K +$55 +1 +0%
CFB
303
Cullen/Frost Bankers
Texas
$263K -$27.2K -497 -10%
SCA
304
Snowden Capital Advisors
New York
$259K -$8.44K -154 -3%
RG
305
Retirement Group
California
$258K +$234K +4,270 New
SFA
306
Sequoia Financial Advisors
Ohio
$251K +$227K +4,150 New
CIAS
307
Capital Investment Advisory Services
North Carolina
$249K -$41.6K -760 -16%
FNBT
308
FineMark National Bank & Trust
Florida
$248K +$224K +4,094 New
MIM
309
Moseley Investment Management
Florida
$245K -$16.4K -300 -7%
UR
310
USCA RIA
Texas
$242K +$219K +4,000 New
HIMC
311
Heritage Investors Management Corp
Maryland
$237K +$215K +3,924 New
Bank of New York Mellon
312
Bank of New York Mellon
New York
$234K +$212K +3,869 New
BIA
313
Bigelow Investment Advisors
Maine
$233K -$40.9K -746 -16%
LPT
314
Legacy Private Trust
Wisconsin
$233K +$211K +3,850 New
TF
315
Trek Financial
Arizona
$233K +$211K +3,850 New
MC
316
Moors & Cabot
Massachusetts
$232K +$210K +3,838 New
GIA
317
Gladstone Institutional Advisory
Florida
$228K +$206K +3,767 New
NPP
318
New Potomac Partners
Maryland
$227K
HAS
319
HBW Advisory Services
California
$224K +$203K +3,701 New
AAM
320
Advisors Asset Management
Colorado
$223K +$17.8K +324 +10%
KWMG
321
King Wealth Management Group
Florida
$220K +$199K +3,638 New
KM
322
Kalos Management
Georgia
$215K +$179K +3,274 New
MNBTD
323
Moody National Bank Trust Division
Texas
$213K +$193K +3,520 New
BFEC
324
Benjamin F. Edwards & Company
Missouri
$210K -$613K -11,188 -76%
ANBT
325
American National Bank & Trust
Texas
$209K