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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
326
IFG Advisory
Georgia
$272K +$267K +3,727 New
Jones Financial Companies
327
Jones Financial Companies
Missouri
$268K +$788 +11 +0.3%
GRP
328
Global Retirement Partners
California
$267K +$48.7K +680 +23%
PWP
329
Principle Wealth Partners
Connecticut
$262K
MWM
330
Modern Wealth Management
Kansas
$262K +$257K +3,581 New
WWG
331
West Wealth Group
California
$259K -$111K -1,549 -30%
QCIG
332
Quad-Cities Investment Group
Iowa
$258K +$502 +7 +0.2%
KPWS
333
Kestra Private Wealth Services
Texas
$257K +$72 +1 +0%
BFO
334
Boston Family Office
Massachusetts
$256K
PFP
335
Paragon Financial Partners
California
$252K +$287 +4 +0.1%
SWM
336
Spire Wealth Management
Virginia
$252K -$273K -3,804 -52%
CAM
337
Creekmur Asset Management
Illinois
$250K +$215 +3 +0.1%
PCIA
338
Prime Capital Investment Advisors
Kansas
$250K -$12.7K -177 -5%
PCWA
339
Pacific Capital Wealth Advisors
California
$249K +$287 +4 +0.1%
CWM
340
CCG Wealth Management
California
$246K -$931 -13 -0.4%
GF
341
Gries Financial
Ohio
$244K +$240K +3,344 New
APW
342
Aurora Private Wealth
New Jersey
$242K -$4.23K -59 -2%
BCG
343
Breakwater Capital Group
New Jersey
$240K -$77.5K -1,082 -25%
ST
344
Sabal Trust
Florida
$236K
MIM
345
Moseley Investment Management
Florida
$235K
SDWMA
346
Schneider Downs Wealth Management Advisors
Pennsylvania
$234K
LWP
347
Laurel Wealth Planning
Minnesota
$233K
GVAG
348
Great Valley Advisor Group
Delaware
$228K +$143 +2 +0.1%
CCA
349
Childress Capital Advisors
Texas
$227K +$502 +7 +0.2%
RWP
350
RWA Wealth Partners
Massachusetts
$225K