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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
326
Beacon Pointe Advisors
California
$250K -$632 -8 -0.2%
BTWM
327
Baker Tilly Wealth Management
Wisconsin
$248K -$16.7K -212 -6%
BCG
328
Breakwater Capital Group
New Jersey
$247K
ST
329
Sabal Trust
Florida
$247K
SDWMA
330
Schneider Downs Wealth Management Advisors
Pennsylvania
$246K
CCM
331
Crew Capital Management
Ohio
$244K
OIA
332
OneDigital Investment Advisors
Kansas
$240K +$2.53K +32 +1%
LFAS
333
Level Four Advisory Services
Texas
$240K -$15.3K -194 -6%
P
334
&Partners
Tennessee
$239K -$869 -11 -0.4%
ACM
335
Absolute Capital Management
Pennsylvania
$239K -$24.8K -314 -9%
QCIG
336
Quad-Cities Investment Group
Iowa
$238K +$395 +5 +0.2%
APW
337
Austin Private Wealth
Texas
$238K +$245K +3,103 New
WAG
338
Winthrop Advisory Group
Massachusetts
$229K +$236K +2,984 New
Qube Research & Technologies (QRT)
339
Qube Research & Technologies (QRT)
United Kingdom
$226K +$233K +2,952 New
WWG
340
West Wealth Group
California
$225K -$8.85K -112 -4%
WP
341
Westmount Partners
California
$224K +$474 +6 +0.2%
NP
342
NorthRock Partners
Minnesota
$218K +$120K +1,519 +115%
EWM
343
EPG Wealth Management
Georgia
$217K -$114K -1,448 -34%
FCA
344
Fortis Capital Advisors
Kansas
$213K +$220K +2,779 New
FNBT
345
FineMark National Bank & Trust
Florida
$211K
AFP
346
Ausdal Financial Partners
Iowa
$207K -$1.06M -13,480 -83%
SS
347
Sunbelt Securities
Texas
$205K +$11K +139 +5%
HIS
348
Harvest Investment Services
Illinois
$204K -$10.3K -131 -5%
MFG
349
Merit Financial Group
Georgia
$202K +$237 +3 +0.1%
CIA
350
Concurrent Investment Advisors
Florida
$201K +$208K +2,629 New