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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
301
Topsail Wealth Management
North Carolina
$381K +$86.7K +954 +29%
LTI
302
Laffer Tengler Investments
Tennessee
$381K +$388K +4,267 New
AG
303
Ascent Group
Virginia
$378K -$105K -1,157 -21%
BPA
304
Beacon Pointe Advisors
California
$378K +$65.3K +718 +20%
EFG
305
Embree Financial Group
Illinois
$375K
DWA
306
Dorsey Wright & Associates
California
$371K -$37.3K -410 -9%
MIA
307
MeadowBrook Investment Advisors
Michigan
$368K -$25.5K -280 -6%
PCIA
308
Prime Capital Investment Advisors
Kansas
$368K +$91 +1 +0%
SC
309
Seldon Capital
California
$363K
BIA
310
Bigelow Investment Advisors
Maine
$359K -$1.64K -18 -0.4%
HWAM
311
Hennion & Walsh Asset Management
New Jersey
$358K -$1.27K -14 -0.3%
CPSAC
312
Chas P. Smith & Associates (CPS)
Florida
$358K +$364K +4,008 New
BAM
313
Belpointe Asset Management
Nevada
$357K -$326K -3,581 -47%
CPA
314
Cardiff Park Advisors
California
$357K
FRA
315
Frank Rimerman Advisors
California
$357K
OCM
316
Orion Capital Management
California
$357K
USCWA
317
U.S. Capital Wealth Advisors
Texas
$357K
MCCA
318
Mill Creek Capital Advisors
Pennsylvania
$353K -$5.18K -57 -1%
SI
319
Stirlingshire Investments
New York
$352K +$358K +3,942 New
MWM
320
Mascagni Wealth Management
Mississippi
$347K +$273 +3 +0.1%
MFG
321
Merit Financial Group
Georgia
$346K +$39.5K +434 +13%
DWM
322
Diversify Wealth Management
Utah
$345K -$8K -88 -2%
AOWM
323
Asset One Wealth Management
Washington
$344K +$333K +3,667 New
AWA
324
Acorn Wealth Advisors
Michigan
$343K -$56K -616 -14%
Lido Advisors
325
Lido Advisors
California
$342K