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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
351
Winthrop Advisory Group
Massachusetts
$208K
BAM
352
Baldrige Asset Management
Pennsylvania
$205K +$153K +2,210 +230%
PWAG
353
Polaris Wealth Advisory Group
California
$204K -$18.8M -271,068 -99%
LGA
354
Lebenthal Global Advisors
New York
$203K -$59.5K -858 -21%
BWL
355
Bogart Wealth LLC
Virginia
$201K
RG
356
Retirement Group
California
$201K +$694 +10 +0.3%
CAL
357
Capital Analysts LLC
Pennsylvania
$199K +$833 +12 +0.4%
LWP
358
Laurel Wealth Planning
Minnesota
$194K +$139K +2,000 +200%
CFB
359
Cullen/Frost Bankers
Texas
$178K -$1.74K -25 -0.9%
WFA
360
Wells Financial Advisors
Massachusetts
$166K
Nomura Asset Management
361
Nomura Asset Management
Japan
$157K
BBHC
362
Brown Brothers Harriman & Co
New York
$155K
UCB
363
United Community Bank
South Carolina
$154K -$20.5K -295 -11%
HI
364
Harbour Investments
Wisconsin
$136K +$146K +2,106 New
EW
365
Element Wealth
Mississippi
$131K
BSB
366
Bangor Savings Bank
Maine
$128K +$138K +1,983 New
AF
367
Allworth Financial
California
$127K +$133K +1,913 +3,826%
ACA
368
Aptus Capital Advisors
Alabama
$124K
CIAS
369
Capital Investment Advisory Services
North Carolina
$116K
SSB
370
Sandy Spring Bank
Maryland
$116K
SWM
371
Selective Wealth Management
Virginia
$116K
HCP
372
Hexagon Capital Partners
Arkansas
$114K
OHWP
373
Oak Harbor Wealth Partners
North Carolina
$97K
MRCM
374
M&R Capital Management
New Jersey
$96K
SBL
375
Sargent Bickham Lagudis
Colorado
$93K -$27.9K -402 -22%