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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
326
KeyBank National Association
Ohio
$248K
DA
327
Detalus Advisors
Missouri
$246K +$265K +3,815 New
Baird Financial Group
328
Baird Financial Group
Wisconsin
$244K -$15.1K -217 -5%
RL
329
Retireful LLC
Michigan
$244K +$262K +3,779 New
GWAG
330
Garrett Wealth Advisory Group
Texas
$239K -$123K -1,767 -32%
BCI
331
Brinker Capital Investments
Pennsylvania
$239K
IAS
332
IMA Advisory Services
Colorado
$239K +$42K +606 +20%
MAM
333
McCarthy Asset Management
California
$234K +$486 +7 +0.2%
CWS
334
Cypress Wealth Services
California
$233K +$250K +3,608 New
MIM
335
Moseley Investment Management
Florida
$230K
AF
336
Advisornet Financial
Minnesota
$228K -$7.63K -110 -3%
FHC
337
First Heartland Consultants
Missouri
$228K +$8.19K +118 +3%
BFO
338
Boston Family Office
Massachusetts
$227K
EIP
339
Ellis Investment Partners
Pennsylvania
$227K +$902 +13 +0.4%
SFG
340
Summit Financial Group
West Virginia
$225K -$15.3K -220 -6%
CAI
341
Capital Advisors Inc
Oklahoma
$223K +$31.2K +450 +15%
PFP
342
Paragon Financial Partners
California
$220K +$347 +5 +0.1%
SG
343
StoneX Group
New York
$220K -$126K -1,821 -35%
RA
344
RFG Advisory
Alabama
$218K -$2.5M -36,033 -92%
CWM
345
CCG Wealth Management
California
$218K
National Bank of Canada
346
National Bank of Canada
Quebec, Canada
$215K -$28.4K -410 -11%
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$215K
KWMG
348
King Wealth Management Group
Florida
$210K
MAS
349
Madden Advisory Services
Florida
$209K
ST
350
Sabal Trust
Florida
$208K