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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTFG
301
Capstone Triton Financial Group
Oklahoma
$284K -$52.4K -771 -16%
AFG
302
ABLE Financial Group
Arizona
$281K +$264K +3,888 New
SW
303
Simplicity Wealth
New Jersey
$279K +$49.6K +730 +23%
SFA
304
Sequoia Financial Advisors
Ohio
$276K -$83.4K -1,229 -24%
Envestnet Portfolio Solutions
305
Envestnet Portfolio Solutions
Illinois
$274K -$7.09M -104,437 -96%
JIR
306
James Investment Research
Ohio
$267K -$8.49K -125 -3%
Jones Financial Companies
307
Jones Financial Companies
Missouri
$264K +$249K +3,663 New
SFG
308
Summit Financial Group
West Virginia
$260K -$6.79K -100 -3%
CPA
309
Court Place Advisors
Maryland
$260K -$17K -250 -6%
PCIA
310
Prime Capital Investment Advisors
Kansas
$259K -$21.8K -321 -8%
PWP
311
Principle Wealth Partners
Connecticut
$259K
PA
312
PFG Advisors
Arizona
$257K -$72.8K -1,072 -23%
KPWS
313
Kestra Private Wealth Services
Texas
$253K -$32.3K -476 -12%
FHC
314
First Heartland Consultants
Missouri
$253K -$8.28K -122 -3%
BFO
315
Boston Family Office
Massachusetts
$253K
QCIG
316
Quad-Cities Investment Group
Iowa
$251K
PFP
317
Paragon Financial Partners
California
$249K +$543 +8 +0.2%
SSWM
318
Strait & Sound Wealth Management
California
$247K
MCC
319
Money Concepts Capital
Florida
$247K -$38.4K -565 -14%
CAM
320
Creekmur Asset Management
Illinois
$247K +$232K +3,417 New
PCWA
321
Pacific Capital Wealth Advisors
California
$246K +$611 +9 +0.3%
CWM
322
CCG Wealth Management
California
$244K
APW
323
Aurora Private Wealth
New Jersey
$243K +$272 +4 +0.1%
HCM
324
Howard Capital Management
Georgia
$243K -$130M -1,907,486 -100%
EA
325
Eudaimonia Advisors
Tennessee
$240K