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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
$318K +$21.3K +248 +8%
BFO
327
Boston Family Office
Massachusetts
$318K
MFG
328
Merit Financial Group
Georgia
$312K +$69.6K +809 +31%
AWA
329
Arkadios Wealth Advisors
Georgia
$312K -$24.3K -282 -8%
PWP
330
Principle Wealth Partners
Connecticut
$309K
VAG
331
VisionPoint Advisory Group
Texas
$309K +$293K +3,409 New
BAM
332
BTS Asset Management
Massachusetts
$306K +$291K +3,379 New
MC
333
Moors & Cabot
Massachusetts
$306K -$25.8K -300 -8%
CWM
334
CCG Wealth Management
California
$305K
PTC
335
Private Trust Company
Ohio
$303K +$516 +6 +0.2%
TWM
336
Topsail Wealth Management
North Carolina
$300K
BFG
337
Berger Financial Group
Minnesota
$297K
WAM
338
Worth Asset Management
Texas
$296K -$23.7K -275 -8%
BHBT
339
Burke & Herbert Bank & Trust
Virginia
$295K
MCC
340
Money Concepts Capital
Florida
$292K +$278K +3,231 New
HW
341
Hancock Whitney
Mississippi
$292K
IW
342
Instrumental Wealth
Florida
$285K +$265K +3,082 New
BCG
343
Breakwater Capital Group
New Jersey
$282K
APW
344
Austin Private Wealth
Texas
$281K -$12.6K -146 -4%
ACM
345
Absolute Capital Management
Pennsylvania
$277K +$11.4K +132 +5%
CIA
346
Concurrent Investment Advisors
Florida
$274K +$33.9K +394 +15%
CIBC Private Wealth Group
347
CIBC Private Wealth Group
Georgia
$271K -$2.15K -25 -0.8%
WAG
348
Winthrop Advisory Group
Massachusetts
$270K
WP
349
Westmount Partners
California
$268K +$688 +8 +0.3%
CIBC World Market
350
CIBC World Market
Ontario, Canada
$267K