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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
326
Advantage Investment Management
Iowa
$6K -$9.81K -195 -62%
GWMIA
327
Global Wealth Management Investment Advisory
Florida
$4K +$4.78K +95 New
JCM
328
Julex Capital Management
Massachusetts
$4K +$4.93K +98 New
CAGAS
329
Capital Advisory Group Advisory Services
Minnesota
$3K -$1.16K -23 -28%
PMFA
330
Plante Moran Financial Advisors
Michigan
$3K +$101 +2 +4%
RFM
331
Royal Fund Management
Florida
$2K +$1.81K +36 +144%
TFA
332
Toth Financial Advisory
Virginia
$1K – – –
KPW
333
Kore Private Wealth
New York
$1K +$1.26K +25 New
MOS
334
MGO One Seven
Ohio
$1K +$1.66K +33 New
State Street
335
State Street
Massachusetts
– -$36.6M -679,186 Closed
HCM
336
Howard Capital Management
Georgia
– -$30.5M -565,325 Closed
AA
337
Advisory Alpha
Michigan
– -$13.2M -263,049 Closed
RIM
338
Redwood Investment Management
Arizona
– -$11.8M -219,184 Closed
NC
339
NewSquare Capital
Pennsylvania
– -$11.3M -209,939 Closed
CM
340
Columbus Macro
Pennsylvania
– -$11M -203,209 Closed
AII
341
AGF Investments Inc
Ontario, Canada
– -$9.87M -183,000 Closed
MLM
342
Mount Lucas Management
Pennsylvania
– -$7.3M -135,399 Closed
AG
343
Appleton Group
Wisconsin
– -$5.93M -110,028 Closed
AIA
344
Arrow Investment Advisors
Maryland
– -$4.21M -77,957 Closed
CI
345
Cavalier Investments
Georgia
– -$4.08M -75,727 Closed
WCM
346
Weatherstone Capital Management
Colorado
– -$4.01M -74,412 Closed
PP
347
Prudential plc
United Kingdom
– -$3.49M -64,650 Closed
MCIA
348
Mountain Capital Investment Advisors
Colorado
– -$3.36M -62,291 Closed
WA
349
WESPAC Advisors
California
– -$2.64M -48,925 Closed
FF
350
Fluent Financial
Texas
– -$2.33M -43,163 Closed