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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CST
301
Charles Schwab Trust
Nevada
$444K
LWM
302
LongView Wealth Management
Georgia
$442K +$2.52K +32 +0.6%
PTC
303
Private Trust Company
Ohio
$442K
EFL
304
ERn Financial LLC
Wisconsin
$435K +$12.1K +154 +3%
VCM
305
Virtue Capital Management
Tennessee
$434K +$439K +5,572 New
RW
306
RVW Wealth
California
$429K +$3K +38 +0.7%
AWA
307
Acorn Wealth Advisors
Michigan
$429K -$23.3K -295 -5%
KeyBank National Association
308
KeyBank National Association
Ohio
$428K
FMWA
309
Forvis Mazars Wealth Advisors
Missouri
$427K
GEA
310
Glen Eagle Advisors
New Jersey
$423K -$1.58K -20 -0.4%
NL
311
NVWM LLC
Pennsylvania
$411K +$416K +5,278 New
OPA
312
Old Port Advisors
Maine
$410K -$14K -177 -3%
GA
313
Geller Advisors
New York
$407K +$2.05K +26 +0.5%
FA
314
Faithward Advisors
Pennsylvania
$402K +$315 +4 +0.1%
DWAM
315
Duncan Williams Asset Management
Tennessee
$402K
CAC
316
Certified Advisory Corp
Florida
$400K -$4.42K -56 -1%
Baird Financial Group
317
Baird Financial Group
Wisconsin
$394K +$398K +5,052 New
CWM
318
Calamos Wealth Management
Illinois
$393K +$398K +5,044 New
HWAM
319
Hennion & Walsh Asset Management
New Jersey
$391K +$31.4K +398 +9%
CA
320
CoreCap Advisors
Michigan
$370K -$22.4K -284 -6%
AA
321
AlphaCentric Advisors
Puerto Rico
$367K -$9.54K -121 -3%
BOS
322
Bank of Stockton
California
$366K
WAM
323
Worth Asset Management
Texas
$365K +$370K +4,691 New
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$362K +$56.9K +721 +19%
DWM
325
Diversify Wealth Management
Utah
$360K -$48.4K -614 -12%