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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPC
351
Consolidated Planning Corp
Georgia
$425K +$58K +560 +17%
PCIA
352
Prime Capital Investment Advisors
Kansas
$424K +$104 +1 +0%
FHC
353
First Heartland Consultants
Missouri
$415K -$829 -8 -0.2%
OIA
354
OneDigital Investment Advisors
Kansas
$414K +$114K +1,098 +40%
MWM
355
Mascagni Wealth Management
Mississippi
$410K -$9.54K -92 -2%
HPC
356
Hobart Private Capital
North Carolina
$409K -$43.9K -424 -10%
RWP
357
RWA Wealth Partners
Massachusetts
$404K
CWM
358
Calamos Wealth Management
Illinois
$397K
AWA
359
Acorn Wealth Advisors
Michigan
$393K -$10.1K -97 -3%
PCS
360
Personal CFO Solutions
New Jersey
$390K -$2.9K -28 -0.8%
IWM
361
IHT Wealth Management
Illinois
$390K +$375K +3,618 New
FWM
362
Focused Wealth Management
New York
$390K -$933 -9 -0.2%
RF
363
Rossby Financial
Florida
$388K +$227K +2,192 +137%
EWA
364
EverSource Wealth Advisors
Alabama
$386K -$97.7K -943 -21%
HI
365
Harbour Investments
Wisconsin
$383K +$933 +9 +0.3%
BFO
366
Boston Family Office
Massachusetts
$378K
IWN
367
Independent Wealth Network
Iowa
$377K -$23.1K -223 -6%
RL
368
Retireful LLC
Michigan
$376K -$73.9K -713 -17%
CA
369
CoreCap Advisors
Michigan
$373K +$1.35K +13 +0.4%
PWP
370
Principle Wealth Partners
Connecticut
$368K
CWM
371
CCG Wealth Management
California
$363K
CB
372
Commerce Bank
Missouri
$363K +$63K +608 +22%
PTC
373
Private Trust Company
Ohio
$361K
MFG
374
Merit Financial Group
Georgia
$356K -$36.8K -355 -10%
Baird Financial Group
375
Baird Financial Group
Wisconsin
$355K -$28.4K -274 -8%