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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WS
326
Wedbush Securities
California
$254K -$52.4K -751 -17%
SFG
327
Summit Financial Group
West Virginia
$251K -$6.97K -100 -3%
CCA
328
Childress Capital Advisors
Texas
$251K +$41.8K +600 +19%
FHC
329
First Heartland Consultants
Missouri
$246K
PWP
330
Principle Wealth Partners
Connecticut
$243K -$37.6K -540 -13%
QCIG
331
Quad-Cities Investment Group
Iowa
$239K +$488 +7 +0.2%
BFO
332
Boston Family Office
Massachusetts
$238K
SSWM
333
Strait & Sound Wealth Management
California
$237K
PFP
334
Paragon Financial Partners
California
$233K +$488 +7 +0.2%
PCWA
335
Pacific Capital Wealth Advisors
California
$231K +$418 +6 +0.2%
CWM
336
CCG Wealth Management
California
$229K
APW
337
Aurora Private Wealth
New Jersey
$228K +$27.3K +392 +13%
Cerity Partners
338
Cerity Partners
New York
$228K -$601K -8,621 -72%
EA
339
Eudaimonia Advisors
Tennessee
$226K -$4.74K -68 -2%
SB
340
Strategic Blueprint
Georgia
$224K -$22.8K -327 -9%
EFS
341
Essex Financial Services
Connecticut
$223K +$209 +3 +0.1%
MSAM
342
Moloney Securities Asset Management
Missouri
$222K -$63.8K -915 -22%
NFG
343
Nations Financial Group
Iowa
$220K
ST
344
Sabal Trust
Florida
$219K
MIM
345
Moseley Investment Management
Florida
$219K -$12.2K -175 -5%
PFGIA
346
Patriot Financial Group Insurance Agency
Massachusetts
$218K -$22.4K -322 -9%
SDWMA
347
Schneider Downs Wealth Management Advisors
Pennsylvania
$217K
LWP
348
Laurel Wealth Planning
Minnesota
$216K +$13.1K +188 +6%
CIBC Private Wealth Group
349
CIBC Private Wealth Group
Georgia
$215K +$221K +3,177 New
SWM
350
SeaCrest Wealth Management
New York
$215K -$12.1K -173 -5%