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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
301
First Heartland Consultants
Missouri
$299K +$309K +3,906 New
CAG
302
Csenge Advisory Group
Florida
$299K -$512K -6,476 -62%
KSWA
303
Kathleen S. Wright Associates
Pennsylvania
$299K -$9.88K -125 -3%
SFA
304
Sequoia Financial Advisors
Ohio
$293K -$43.4K -550 -13%
GVAG
305
Great Valley Advisor Group
Delaware
$293K -$8.37K -106 -3%
FCI
306
Financial Counselors Inc
Kansas
$292K
Lido Advisors
307
Lido Advisors
California
$290K +$21K +266 +8%
RWP
308
RWA Wealth Partners
Massachusetts
$287K -$17.5K -222 -6%
AAS
309
Avantax Advisory Services
Texas
$275K -$3.48K -44 -1%
SOS
310
Silver Oak Securities
Tennessee
$274K -$448K -5,674 -61%
IAIM
311
International Assets Investment Management
Florida
$272K +$8.93K +113 +3%
KPWS
312
Kestra Private Wealth Services
Texas
$270K +$158 +2 +0.1%
FWM
313
Focused Wealth Management
New York
$269K +$632 +8 +0.2%
BFO
314
Boston Family Office
Massachusetts
$269K
LSWP
315
Liberty Square Wealth Partners
Pennsylvania
$269K -$9.56K -121 -3%
PCWA
316
Pacific Capital Wealth Advisors
California
$263K
IWM
317
IHT Wealth Management
Illinois
$263K -$45.1K -571 -14%
OPWM
318
Oxinas Partners Wealth Management
Indiana
$263K -$3.65M -46,263 -93%
PWP
319
Principle Wealth Partners
Connecticut
$262K
BHBT
320
Burke & Herbert Bank & Trust
Virginia
$260K
CWM
321
CCG Wealth Management
California
$258K
TWM
322
Topsail Wealth Management
North Carolina
$254K
SWM
323
Spire Wealth Management
Virginia
$252K +$395 +5 +0.2%
WAP
324
Wealthcare Advisory Partners
Pennsylvania
$252K -$23.5K -298 -8%
BFG
325
Berger Financial Group
Minnesota
$251K -$3.95K -50 -2%