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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
326
Bigelow Investment Advisors
Maine
$258K -$7.17K -108 -3%
NPP
327
New Potomac Partners
Maryland
$258K
LFG
328
LifePlan Financial Group
Ohio
$255K +$56.3K +849 +30%
AAM
329
Advisors Asset Management
Colorado
$249K -$4.71K -71 -2%
FIG
330
FundX Investment Group
California
$242K -$383K -5,768 -62%
KWMG
331
King Wealth Management Group
Florida
$239K -$11.2K -169 -5%
ANBT
332
American National Bank & Trust
Texas
$238K
1IA
333
1834 Investment Advisors
Wisconsin
$230K
MNBTD
334
Moody National Bank Trust Division
Texas
$228K -$13.9K -209 -6%
HB
335
Homrich & Berg
Georgia
$228K
AL
336
Aspiriant LLC
California
$224K -$1.18M -17,800 -85%
ST
337
Sabal Trust
Florida
$222K +$214K +3,225 New
SDWMA
338
Schneider Downs Wealth Management Advisors
Pennsylvania
$221K +$213K +3,207 New
IHL
339
Investment House LLC
California
$219K +$211K +3,185 New
TSS
340
Two Sigma Securities
New York
$217K +$209K +3,146 New
AWM
341
Affinity Wealth Management
Delaware
$212K +$199K +3,000 New
WAG
342
Winthrop Advisory Group
Massachusetts
$208K +$198K +2,984 New
RHP
343
Royal Harbor Partners
Texas
$207K +$199K +3,006 New
NNP
344
Nachman Norwood & Parrott
South Carolina
$206K +$199K +2,992 New
RWB
345
RMR Wealth Builders
New Jersey
$204K +$92.3K +1,391 +89%
MA
346
MUFG Americas
New York
$203K
CIBC Private Wealth Group
347
CIBC Private Wealth Group
Georgia
$203K +$223K +3,355 New
ED
348
Exane Derivatives
France
$162K -$273K -4,120 -64%
CAPTRUST Financial Advisors
349
CAPTRUST Financial Advisors
North Carolina
$154K
ACA
350
Aptus Capital Advisors
Alabama
$153K +$75.4K +1,137 +63%