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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
301
Patriot Financial Group Insurance Agency
Massachusetts
$591K +$25.9K +307 +5%
ATPW
302
Ashton Thomas Private Wealth
Arizona
$578K +$563K +6,664 New
CTFG
303
Capstone Triton Financial Group
Oklahoma
$575K -$8.7K -103 -2%
GC
304
Grace Capital
Massachusetts
$540K +$730K +8,635 +241%
LWM
305
Laidlaw Wealth Management
New York
$533K +$519K +6,144 New
FHA
306
Flagship Harbor Advisors
Massachusetts
$527K +$10.7K +127 +2%
SAM
307
Strategy Asset Managers
California
$522K
EFL
308
ERn Financial LLC
Wisconsin
$521K -$20K -237 -4%
KF
309
Krilogy Financial
Missouri
$513K +$5.41K +64 +1%
EFS
310
Essex Financial Services
Connecticut
$508K
BCP
311
Blackhawk Capital Partners
Wisconsin
$507K +$55.2K +653 +12%
Bank of New York Mellon
312
Bank of New York Mellon
New York
$505K +$3.21K +38 +0.7%
IWM
313
IHT Wealth Management
Illinois
$498K -$8.28K -98 -2%
KWA
314
KCS Wealth Advisory
California
$497K -$17.3K -205 -3%
JG
315
Jefferies Group
New York
$484K +$63.9K +756 +16%
AA
316
AlphaCentric Advisors
Puerto Rico
$480K +$52.1K +616 +13%
WSTAM
317
Wilbanks Smith & Thomas Asset Management
Virginia
$470K -$10.4K -123 -2%
CPA
318
Court Place Advisors
Maryland
$464K
PWMG
319
Pinnacle Wealth Management Group
Michigan
$459K +$448K +5,297 New
PCS
320
Personal CFO Solutions
New Jersey
$454K +$219K +2,588 +98%
EWA
321
EP Wealth Advisors
California
$447K -$72.4K -857 -14%
CST
322
Charles Schwab Trust
Nevada
$443K
OCM
323
Orion Capital Management
California
$434K
RP
324
Riverbridge Partners
Minnesota
$434K
LGA
325
Lebenthal Global Advisors
New York
$432K -$60.7K -718 -13%