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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
326
Moseley Investment Management
Florida
$220K -$12.5K -175 -5%
WAG
327
Winthrop Advisory Group
Massachusetts
$218K
APW
328
Austin Private Wealth
Texas
$216K +$214K +2,995 New
OIA
329
OneDigital Investment Advisors
Kansas
$214K +$213K +2,970 New
VPP
330
Vertex Planning Partners
Illinois
$212K +$11.6K +162 +6%
FNBT
331
FineMark National Bank & Trust
Florida
$210K
CPA
332
Court Place Advisors
Maryland
$209K
Neuberger Berman Group
333
Neuberger Berman Group
New York
$209K
WP
334
Westmount Partners
California
$208K +$573 +8 +0.3%
LGA
335
Lebenthal Global Advisors
New York
$201K
WFA
336
Wells Financial Advisors
Massachusetts
$185K
NS
337
NBC Securities
Alabama
$180K -$114K -1,592 -39%
BWL
338
Bogart Wealth LLC
Virginia
$177K
BBHC
339
Brown Brothers Harriman & Co
New York
$173K
UCB
340
United Community Bank
South Carolina
$158K +$2.29K +32 +1%
DF
341
Dunhill Financial
United Kingdom
$157K -$20.5K -287 -12%
MSG
342
Main Street Group
Virginia
$135K -$24.5K -343 -15%
PA
343
Parallel Advisors
California
$134K +$78.8K +1,101 +144%
CIAS
344
Capital Investment Advisory Services
North Carolina
$130K
BFEC
345
Benjamin F. Edwards & Company
Missouri
$120K +$7.08K +99 +6%
CFB
346
Cullen/Frost Bankers
Texas
$116K +$6.44K +90 +6%
UWS
347
Unique Wealth Strategies
Illinois
$111K +$108K +1,513 New
HCP
348
Hexagon Capital Partners
Arkansas
$110K
MRCM
349
M&R Capital Management
New Jersey
$108K
OHWP
350
Oak Harbor Wealth Partners
North Carolina
$108K