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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
301
Centaurus Financial
California
$300K +$30.9K +421 +12%
RJT
302
Raymond James Trust
Florida
$299K
CTFG
303
Capstone Triton Financial Group
Oklahoma
$298K -$2.2K -30 -0.8%
CIBC Private Wealth Group
304
CIBC Private Wealth Group
Georgia
$298K -$147 -2 -0.1%
PPP
305
Private Portfolio Partners
New Jersey
$292K +$280K +3,814 New
SF
306
Synovus Financial
Georgia
$287K +$275K +3,746 New
JIR
307
James Investment Research
Ohio
$283K -$434K -5,910 -61%
TW
308
Trajan Wealth
Arizona
$283K -$26.7K -363 -9%
TPWA
309
TRUE Private Wealth Advisors
Oregon
$282K -$45.1K -614 -14%
CMS
310
Capital Market Strategies
Florida
$282K -$8.81K -120 -3%
NP
311
NorthRock Partners
Minnesota
$282K -$160K -2,182 -37%
BFG
312
Berger Financial Group
Minnesota
$282K -$5.73K -78 -2%
PWP
313
Principle Wealth Partners
Connecticut
$275K
AWE
314
Avidian Wealth Enterprises
Texas
$272K -$108K -1,467 -29%
BFO
315
Boston Family Office
Massachusetts
$269K
LFAS
316
Level Four Advisory Services
Texas
$265K -$90.9K -1,238 -26%
PCWA
317
Pacific Capital Wealth Advisors
California
$262K +$367 +5 +0.1%
BHBT
318
Burke & Herbert Bank & Trust
Virginia
$260K -$29.4K -400 -11%
CWM
319
CCG Wealth Management
California
$258K
APW
320
Aurora Private Wealth
New Jersey
$251K -$2.72K -37 -1%
SWM
321
Spire Wealth Management
Virginia
$251K +$514 +7 +0.2%
BPA
322
Beacon Pointe Advisors
California
$251K -$32K -435 -12%
OIA
323
OneDigital Investment Advisors
Kansas
$250K +$21.5K +293 +10%
BTWM
324
Baker Tilly Wealth Management
Wisconsin
$249K +$239K +3,251 New
BCG
325
Breakwater Capital Group
New Jersey
$247K -$3.67K -50 -2%