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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAA
301
Guardian Asset Advisors
Pennsylvania
$316K +$72 +1 +0%
LCWP
302
Legacy Capital Wealth Partners
Arkansas
$314K -$169K -2,356 -33%
DA
303
Detalus Advisors
Missouri
$312K +$306K +4,272 New
CIBC Private Wealth Group
304
CIBC Private Wealth Group
Georgia
$311K +$79.2K +1,106 +35%
PPP
305
Private Portfolio Partners
New Jersey
$310K -$4.3K -60 -1%
EWM
306
EPG Wealth Management
Georgia
$309K +$287 +4 +0.1%
EFG
307
Embree Financial Group
Illinois
$307K +$302K +4,209 New
TW
308
Trajan Wealth
Arizona
$302K +$296K +4,137 New
Thrivent Financial for Lutherans
309
Thrivent Financial for Lutherans
Minnesota
$301K -$1.04M -14,533 -78%
PTC
310
Private Trust Company
Ohio
$301K
NS
311
NBC Securities
Alabama
$298K -$8.17K -114 -3%
CPSAC
312
Chas P. Smith & Associates (CPS)
Florida
$295K +$289K +4,034 New
KSWA
313
Kathleen S. Wright Associates
Pennsylvania
$294K +$235K +3,275 +435%
CPA
314
Cardiff Park Advisors
California
$292K
FRA
315
Frank Rimerman Advisors
California
$292K
OCM
316
Orion Capital Management
California
$292K
USCWA
317
U.S. Capital Wealth Advisors
Texas
$292K
Envestnet Portfolio Solutions
318
Envestnet Portfolio Solutions
Illinois
$290K +$12.4K +173 +5%
CTFG
319
Capstone Triton Financial Group
Oklahoma
$287K
SFA
320
Sequoia Financial Advisors
Ohio
$279K
BFG
321
Berger Financial Group
Minnesota
$279K -$13.1K -183 -5%
CMS
322
Capital Market Strategies
Florida
$278K -$39.4K -550 -13%
SFG
323
Summit Financial Group
West Virginia
$277K +$13.3K +185 +5%
FHC
324
First Heartland Consultants
Missouri
$274K +$17.3K +242 +7%
CF
325
Centaurus Financial
California
$273K -$77.7K -1,084 -22%