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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
301
Court Place Advisors
Maryland
$294K -$6.73K -100 -2%
SAM
302
Strategy Asset Managers
California
$294K +$313K +4,646 New
RSWM
303
Robertson Stephens Wealth Management
California
$293K -$160K -2,380 -34%
RA
304
RFG Advisory
Alabama
$289K +$89.4K +1,329 +42%
DWMG
305
DB Wealth Management Group
California
$288K -$4.04K -60 -1%
Comerica Bank
306
Comerica Bank
Texas
$285K
MPPLM
307
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$284K -$9.08K -135 -3%
AP
308
Advisors Preferred
Maryland
$277K +$291K +4,322 New
PWM
309
Perigon Wealth Management
California
$274K -$1.16M -17,286 -80%
SWM
310
SeaCrest Wealth Management
New York
$274K -$6.59K -98 -2%
NFG
311
Nations Financial Group
Iowa
$268K -$67.3K -1,000 -19%
CCA
312
Childress Capital Advisors
Texas
$267K
BFG
313
Berger Financial Group
Minnesota
$264K -$135 -2 -0%
CG
314
Cynosure Group
Utah
$264K
USCWA
315
U.S. Capital Wealth Advisors
Texas
$264K +$3.36K +50 +1%
FAG
316
Fortitude Advisory Group
Washington
$263K -$7.47K -111 -3%
LA
317
Lifeworks Advisors
Michigan
$262K -$284K -4,222 -51%
APW
318
Aurora Private Wealth
New Jersey
$262K +$269 +4 +0.1%
Fidelity Investments
319
Fidelity Investments
Massachusetts
$257K -$33.4K -496 -11%
FRA
320
Frank Rimerman Advisors
California
$253K
CPA
321
Cardiff Park Advisors
California
$253K
OCM
322
Orion Capital Management
California
$253K
EFS
323
Essex Financial Services
Connecticut
$250K -$4.57K -68 -2%
BFA
324
Beaumont Financial Advisors
Massachusetts
$248K +$264K +3,919 New
WP
325
WealthShield Partners
North Carolina
$247K