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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
351
Orion Capital Management
California
$431K – – –
Pathstone Holdings
352
Pathstone Holdings
New Jersey
$427K +$410K +3,958 New
CPC
353
Consolidated Planning Corp
Georgia
$425K +$58K +560 +17%
PCIA
354
Prime Capital Investment Advisors
Kansas
$424K +$104 +1 +0%
FHC
355
First Heartland Consultants
Missouri
$415K -$829 -8 -0.2%
OIA
356
OneDigital Investment Advisors
Kansas
$414K +$114K +1,098 +40%
MWM
357
Mascagni Wealth Management
Mississippi
$410K -$9.54K -92 -2%
HPC
358
Hobart Private Capital
North Carolina
$409K -$43.9K -424 -10%
CPSAC
359
Chas P. Smith & Associates (CPS)
Florida
$406K – – –
RWP
360
RWA Wealth Partners
Massachusetts
$404K – – –
CWM
361
Calamos Wealth Management
Illinois
$397K – – –
AWA
362
Acorn Wealth Advisors
Michigan
$393K -$10.1K -97 -3%
PCS
363
Personal CFO Solutions
New Jersey
$390K -$2.9K -28 -0.8%
IWM
364
IHT Wealth Management
Illinois
$390K +$375K +3,618 New
FWM
365
Focused Wealth Management
New York
$390K -$933 -9 -0.2%
RF
366
Rossby Financial
Florida
$388K +$227K +2,192 +137%
EWA
367
EverSource Wealth Advisors
Alabama
$386K -$97.7K -943 -21%
HI
368
Harbour Investments
Wisconsin
$383K +$933 +9 +0.3%
BFO
369
Boston Family Office
Massachusetts
$378K – – –
IWN
370
Independent Wealth Network
Iowa
$377K -$23.1K -223 -6%
RL
371
Retireful LLC
Michigan
$376K -$73.9K -713 -17%
CA
372
CoreCap Advisors
Michigan
$373K +$1.35K +13 +0.4%
PWP
373
Principle Wealth Partners
Connecticut
$368K – – –
CWM
374
CCG Wealth Management
California
$363K – – –
CB
375
Commerce Bank
Missouri
$363K +$63K +608 +22%