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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
301
Baird Financial Group
Wisconsin
$314K -$10.1K -129 -3%
Lido Advisors
302
Lido Advisors
California
$313K
AIM
303
Advyzon Investment Management
Illinois
$309K +$294K +3,738 New
FWM
304
Focused Wealth Management
New York
$308K +$17K +217 +6%
AWA
305
Arkadios Wealth Advisors
Georgia
$308K -$14.1K -180 -5%
MC
306
Moors & Cabot
Massachusetts
$304K -$70.7K -900 -20%
WAM
307
Worth Asset Management
Texas
$293K +$278K +3,542 New
KPWS
308
Kestra Private Wealth Services
Texas
$291K +$79 +1 +0%
BFO
309
Boston Family Office
Massachusetts
$290K
GVAG
310
Great Valley Advisor Group
Delaware
$285K -$29.5K -376 -10%
PWP
311
Principle Wealth Partners
Connecticut
$282K
MWM
312
Modern Wealth Management
Kansas
$282K +$268K +3,409 New
CWM
313
CCG Wealth Management
California
$279K
PTC
314
Private Trust Company
Ohio
$276K -$184K -2,338 -41%
TWM
315
Topsail Wealth Management
North Carolina
$274K
SWM
316
Spire Wealth Management
Virginia
$271K -$471 -6 -0.2%
BFG
317
Berger Financial Group
Minnesota
$271K +$79 +1 +0%
BPA
318
Beacon Pointe Advisors
California
$270K +$79 +1 +0%
BHBT
319
Burke & Herbert Bank & Trust
Virginia
$269K -$10.6K -135 -4%
CF
320
Centaurus Financial
California
$269K -$72.3K -921 -22%
APW
321
Austin Private Wealth
Texas
$269K +$11.9K +151 +5%
HW
322
Hancock Whitney
Mississippi
$267K +$253K +3,225 New
CMS
323
Capital Market Strategies
Florida
$266K -$55K -700 -18%
SDWMA
324
Schneider Downs Wealth Management Advisors
Pennsylvania
$265K
CTFG
325
Capstone Triton Financial Group
Oklahoma
$260K +$247K +3,145 New