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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LHC
326
Little House Capital
Massachusetts
$34K +$33.1K +652 New
EWM
327
Executive Wealth Management
Michigan
$32K
MNBTD
328
Moody National Bank Trust Division
Texas
$28K +$27K +532 New
LJHT
329
Laurie J. Hall Trustee
$26K
BNP Paribas Financial Markets
330
BNP Paribas Financial Markets
France
$25.9K
UBS AM
331
UBS AM
Illinois
$25.9K -$121K -2,387 -83%
OWD
332
Osborn Williams & Donohoe
Ohio
$24K +$23.2K +458 New
DOA
333
D'Orazio & Associates
Virginia
$23K +$51 +1 +0.2%
BWM
334
Baystate Wealth Management
Massachusetts
$21K -$710 -14 -3%
TFGT
335
TS Financial Group (TSFG)
Illinois
$20K +$19.2K +378 New
ESB
336
Essex Savings Bank
Connecticut
$16K
CRWM
337
Castle Rock Wealth Management
California
$16K +$678K +13,370 New
RCAG
338
Rehmann Capital Advisory Group
Michigan
$15.9K +$15.4K +304 New
LFG
339
LifePlan Financial Group
Ohio
$15K
SEI Investments
340
SEI Investments
Pennsylvania
$12K -$8.06M -158,948 -100%
FDCDDQ
341
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11K
KIG
342
Kessler Investment Group
Indiana
$9K
GSWM
343
Golden State Wealth Management
California
$9K +$8.67K +171 New
BFC
344
Bedel Financial Consulting
Indiana
$8K
RFC
345
Regions Financial Corp
Alabama
$8K +$7.71K +152 New
AssetMark Inc
346
AssetMark Inc
California
$7K -$74.4M -1,467,452 -100%
LPWM
347
Lake Point Wealth Management
Texas
$7K -$478K -9,422 -99%
AWMF
348
Arbor Wealth Management (Florida)
Florida
$7K +$7.1K +140 New
AIM
349
Advantage Investment Management
Iowa
$6K
SMFS
350
Squar Milner Financial Services
California
$6K +$6.29K +124 New