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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
326
Crew Capital Management
Ohio
$241K -$2.82M -43,318 -92%
VIM
327
Vista Investment Management
Pennsylvania
$241K
BCI
328
Brinker Capital Investments
Pennsylvania
$238K
FHC
329
First Heartland Consultants
Missouri
$237K -$781 -12 -0.3%
Bank of New York Mellon
330
Bank of New York Mellon
New York
$236K -$243K -3,736 -51%
SSWM
331
Strait & Sound Wealth Management
California
$235K +$228K +3,500 New
IAS
332
IMA Advisory Services
Colorado
$235K +$2.47K +38 +1%
GP
333
Geneva Partners
Wisconsin
$235K -$123K -1,893 -34%
OFS
334
OneAscent Financial Services
Alabama
$233K +$236K +3,628 New
KeyBank National Association
335
KeyBank National Association
Ohio
$233K
HF
336
HRT Financial
New York
$232K +$235K +3,609 New
EIP
337
Ellis Investment Partners
Pennsylvania
$230K +$2.34K +36 +1%
MIM
338
Moseley Investment Management
Florida
$230K
APW
339
Austin Private Wealth
Texas
$228K +$231K +3,542 New
BFO
340
Boston Family Office
Massachusetts
$226K
PWM
341
Perigon Wealth Management
California
$224K -$55.5K -853 -20%
BTWM
342
Baker Tilly Wealth Management
Wisconsin
$222K +$225K +3,450 New
NFG
343
Nations Financial Group
Iowa
$221K -$52.1K -800 -19%
SB
344
Strategic Blueprint
Georgia
$221K
PFP
345
Paragon Financial Partners
California
$220K +$781 +12 +0.4%
EWM
346
Evercore Wealth Management
New York
$220K -$87.2K -1,339 -28%
PCWA
347
Pacific Capital Wealth Advisors
California
$218K +$716 +11 +0.3%
CWM
348
CCG Wealth Management
California
$218K
Fifth Third Bancorp
349
Fifth Third Bancorp
Ohio
$213K
PWAG
350
Polaris Wealth Advisory Group
California
$209K -$260 -4 -0.1%