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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Heritage Investors Management Corp
351
Heritage Investors Management Corp
Maryland
$325K – – –
Bogart Wealth LLC
352
Bogart Wealth LLC
Virginia
$325K +$75 +1 +0%
HAS
353
HBW Advisory Services
California
$320K +$2.72K +36 +0.9%
CS
354
Capital Square
Tennessee
$319K -$285K -3,775 -49%
IHT Wealth Management
355
IHT Wealth Management
Illinois
$316K -$8.3K -110 -3%
LPT
356
Legacy Private Trust
Wisconsin
$315K – – –
MAM
357
McCarthy Asset Management
California
$312K +$285K +3,775 New
NPP
358
New Potomac Partners
Maryland
$310K – – –
BIA
359
Bigelow Investment Advisors
Maine
$305K -$4.3K -57 -2%
IAS
360
IMA Advisory Services
Colorado
$304K -$52K -689 -16%
MIM
361
Moseley Investment Management
Florida
$295K -$36.2K -480 -12%
FEM
362
Fulcrum Equity Management
Texas
$292K -$132K -1,744 -33%
Advisors Asset Management
363
Advisors Asset Management
Colorado
$291K -$7.77K -103 -3%
BFO
364
Boston Family Office
Massachusetts
$291K +$265K +3,510 New
KeyBank National Association
365
KeyBank National Association
Ohio
$290K -$90.4K -1,198 -26%
BHB
366
Bank Hapoalim BM
Israel
$288K – – –
KWMG
367
King Wealth Management Group
Florida
$287K – – –
1IA
368
1834 Investment Advisors
Wisconsin
$276K – – –
Homrich & Berg
369
Homrich & Berg
Georgia
$274K – – –
CCM
370
Crabel Capital Management
California
$273K +$249K +3,296 New
CIAS
371
Capital Investment Advisory Services
North Carolina
$272K +$118K +1,565 +91%
LTI
372
Laffer Tengler Investments
Tennessee
$272K +$248K +3,283 New
Aspiriant LLC
373
Aspiriant LLC
California
$269K – – –
ST
374
Sabal Trust
Florida
$267K – – –
SDWMA
375
Schneider Downs Wealth Management Advisors
Pennsylvania
$266K – – –