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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
326
Cedar Brook Financial Partners
Ohio
$246K +$262K +3,894 New
Verition Fund Management
327
Verition Fund Management
Connecticut
$243K -$738K -10,971 -74%
VIM
328
Vista Investment Management
Pennsylvania
$237K -$12.3K -183 -5%
BCI
329
Brinker Capital Investments
Pennsylvania
$234K
FHC
330
First Heartland Consultants
Missouri
$233K
KeyBank National Association
331
KeyBank National Association
Ohio
$229K -$14.5K -215 -6%
Baird Financial Group
332
Baird Financial Group
Wisconsin
$229K -$11.1K -165 -4%
IAS
333
IMA Advisory Services
Colorado
$229K -$5.79K -86 -2%
MIM
334
Moseley Investment Management
Florida
$226K
EIP
335
Ellis Investment Partners
Pennsylvania
$223K +$1.01K +15 +0.4%
EA
336
Eudaimonia Advisors
Tennessee
$222K -$36.5K -542 -13%
BFO
337
Boston Family Office
Massachusetts
$222K
SFG
338
Summit Financial Group
West Virginia
$220K
PWMAG
339
Pinnacle Wealth Management Advisory Group
New Jersey
$217K -$45.1K -670 -16%
SB
340
Strategic Blueprint
Georgia
$217K +$231K +3,434 New
CG
341
Colony Group
Massachusetts
$216K -$152K -2,260 -40%
PFP
342
Paragon Financial Partners
California
$216K +$336 +5 +0.1%
BCM
343
Beaumont Capital Management
Massachusetts
$215K +$228K +3,392 New
PCWA
344
Pacific Capital Wealth Advisors
California
$214K -$346K -5,141 -60%
CWM
345
CCG Wealth Management
California
$214K
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$210K -$1.01K -15 -0.5%
UCFA
347
United Capital Financial Advisors
Texas
$209K +$223K +3,309 New
KWMG
348
King Wealth Management Group
Florida
$206K
MAS
349
Madden Advisory Services
Florida
$205K
ATPW
350
Ashton Thomas Private Wealth
Arizona
$204K +$217K +3,229 New