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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
$243K -$109K -1,629 -31%
CG
302
Colony Group
Massachusetts
$241K +$241K +3,597 New
EFS
303
Essex Financial Services
Connecticut
$241K -$24.5K -366 -9%
EIP
304
Ellis Investment Partners
Pennsylvania
$240K +$737 +11 +0.3%
MIM
305
Moseley Investment Management
Florida
$239K
QCIG
306
Quad-Cities Investment Group
Iowa
$236K -$20K -299 -8%
BFO
307
Boston Family Office
Massachusetts
$236K
APW
308
Austin Private Wealth
Texas
$235K -$2.08K -31 -0.9%
KeyBank National Association
309
KeyBank National Association
Ohio
$235K -$7.84K -117 -3%
SSWM
310
Strait & Sound Wealth Management
California
$235K
EA
311
Eudaimonia Advisors
Tennessee
$233K +$233K +3,476 New
FAG
312
Fortitude Advisory Group
Washington
$233K -$42K -627 -15%
IAS
313
IMA Advisory Services
Colorado
$233K -$12.5K -187 -5%
BFEC
314
Benjamin F. Edwards & Company
Missouri
$231K -$80.3K -1,199 -26%
NFG
315
Nations Financial Group
Iowa
$231K
PFP
316
Paragon Financial Partners
California
$230K +$201 +3 +0.1%
EWM
317
Evercore Wealth Management
New York
$229K
PCWA
318
Pacific Capital Wealth Advisors
California
$227K +$268 +4 +0.1%
NRI
319
NFP Retirement Inc
California
$227K -$136K -2,029 -37%
CWM
320
CCG Wealth Management
California
$227K
DTL
321
Dynamic Technology Lab
Singapore
$226K +$226K +3,376 New
SWM
322
SeaCrest Wealth Management
New York
$224K -$49.6K -740 -18%
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$222K
CW
324
CreativeOne Wealth
Kansas
$219K +$219K +3,268 New
VIM
325
Vista Investment Management
Pennsylvania
$219K -$32K -478 -13%