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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
326
Topsail Wealth Management
North Carolina
$391K
HPC
327
Hobart Private Capital
North Carolina
$386K -$437K -4,680 -53%
IPW
328
Impact Partnership Wealth
Georgia
$385K +$392K +4,203 New
RL
329
Retireful LLC
Michigan
$384K -$48K -514 -11%
DA
330
Detalus Advisors
Missouri
$383K -$89.1K -954 -19%
MIA
331
MeadowBrook Investment Advisors
Michigan
$378K
SC
332
Seldon Capital
California
$372K
QL
333
Quarry LP
New York
$371K +$378K +4,050 New
FIA
334
Foundations Investment Advisors
Arizona
$367K -$292K -3,127 -44%
CPA
335
Cardiff Park Advisors
California
$366K
FRA
336
Frank Rimerman Advisors
California
$366K
OCM
337
Orion Capital Management
California
$366K
USCWA
338
U.S. Capital Wealth Advisors
Texas
$366K
BAM
339
Belpointe Asset Management
Nevada
$364K -$2.43K -26 -0.6%
MCCA
340
Mill Creek Capital Advisors
Pennsylvania
$362K +$93 +1 +0%
PCIA
341
Prime Capital Investment Advisors
Kansas
$360K -$18.7K -200 -5%
MWM
342
Mascagni Wealth Management
Mississippi
$357K +$93 +1 +0%
FHC
343
First Heartland Consultants
Missouri
$353K +$142K +1,520 +65%
CWM
344
Copia Wealth Management
Oregon
$346K +$308K +3,304 +687%
Lido Advisors
345
Lido Advisors
California
$345K -$1.4K -15 -0.4%
CPSAC
346
Chas P. Smith & Associates (CPS)
Florida
$344K -$22.9K -245 -6%
RWP
347
RWA Wealth Partners
Massachusetts
$343K -$93.1K -997 -21%
AWA
348
Acorn Wealth Advisors
Michigan
$342K -$10.4K -111 -3%
IWN
349
Independent Wealth Network
Iowa
$341K +$347K +3,722 New
Calamos Advisors
350
Calamos Advisors
Illinois
$337K -$1.38M -14,765 -80%