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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSB
301
Norway Savings Bank
Maine
$597K +$168K +1,966 +38%
PFGIA
302
Patriot Financial Group Insurance Agency
Massachusetts
$584K +$6.34K +74 +1%
GTAM
303
Global Trust Asset Management
Florida
$582K -$29.1K -340 -5%
CCM
304
Crabel Capital Management
California
$580K +$115K +1,341 +24%
HCM
305
Highview Capital Management
Illinois
$572K +$590K +6,890 New
NFG
306
Norris Financial Group
South Carolina
$564K +$582K +6,797 New
GWAG
307
Garrett Wealth Advisory Group
Texas
$561K -$134K -1,563 -19%
IWC
308
Integrated Wealth Concepts
Massachusetts
$555K -$20.7M -241,103 -97%
CTFG
309
Capstone Triton Financial Group
Oklahoma
$545K
CIBC Private Wealth Group
310
CIBC Private Wealth Group
Georgia
$529K +$546K +6,376 New
KF
311
Krilogy Financial
Missouri
$526K +$16.8K +196 +3%
RF
312
Robbins Farley
New Hampshire
$519K +$535K +6,250 New
CSPIA
313
Cary Street Partners Investment Advisory
Virginia
$512K +$529K +6,174 New
SG
314
StoneX Group
New York
$509K +$11.6K +136 +2%
AGP
315
Autumn Glory Partners
Texas
$504K +$520K +6,071 New
GCMG
316
Gyroscope Capital Management Group
Florida
$495K -$85.5K -998 -14%
AWE
317
Avidian Wealth Enterprises
Texas
$493K +$304K +3,547 +148%
BIA
318
Bigelow Investment Advisors
Maine
$486K +$23K +269 +5%
TC
319
TownSquare Capital
Utah
$473K -$12M -139,597 -96%
AL
320
Aspiriant LLC
California
$467K
KWA
321
KCS Wealth Advisory
California
$460K -$171 -2 -0%
WAM
322
WFA Asset Management
Wisconsin
$459K +$474K +5,529 New
EFS
323
Essex Financial Services
Connecticut
$452K -$55.8K -651 -11%
EFL
324
ERn Financial LLC
Wisconsin
$447K +$771 +9 +0.2%
CPA
325
Court Place Advisors
Maryland
$444K