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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
301
Benjamin F. Edwards & Company
Missouri
$399K +$78.2K +1,022 +25%
CMS
302
Capital Market Strategies
Florida
$393K
WMR
303
Wealth Management Resources
Rhode Island
$390K +$11.1K +145 +3%
EWA
304
EP Wealth Advisors
California
$388K +$77 +1 +0%
OCM
305
Orion Capital Management
California
$385K
RP
306
Riverbridge Partners
Minnesota
$385K
Fidelity Investments
307
Fidelity Investments
Massachusetts
$377K +$7.42K +97 +2%
LWAC
308
Laurel Wealth Advisors (California)
California
$374K +$170K +2,218 +84%
TWC
309
TD Waterhouse Canada
Ontario, Canada
$372K -$3.75K -49 -1%
Bank of New York Mellon
310
Bank of New York Mellon
New York
$372K +$77.1K +1,008 +26%
CPA
311
Court Place Advisors
Maryland
$366K -$45.9K -600 -11%
EWM
312
Evercore Wealth Management
New York
$366K
VAG
313
VisionPoint Advisory Group
Texas
$365K -$388K -5,065 -47%
QCIG
314
Quad-Cities Investment Group
Iowa
$360K +$306 +4 +0.1%
FAG
315
Fortitude Advisory Group
Washington
$341K -$42.9K -561 -11%
PWMAG
316
Pinnacle Wealth Management Advisory Group
New Jersey
$340K -$15.3K -200 -4%
Comerica Bank
317
Comerica Bank
Texas
$340K +$20.9K +273 +6%
AGP
318
Autumn Glory Partners
Texas
$335K -$132K -1,720 -28%
SFA
319
Sequoia Financial Advisors
Ohio
$334K +$15.3K +200 +5%
WP
320
WealthShield Partners
North Carolina
$332K
CCA
321
Childress Capital Advisors
Texas
$325K +$85.7K +1,120 +36%
CG
322
Cynosure Group
Utah
$321K -$1.29M -16,835 -80%
BFG
323
Berger Financial Group
Minnesota
$321K +$20.7K +270 +7%
APW
324
Aurora Private Wealth
New Jersey
$320K -$5.89K -77 -2%
WWM
325
Western Wealth Management
Colorado
$320K +$319K +4,166 New