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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
351
King Wealth Management Group
Florida
$209K
National Bank of Canada
352
National Bank of Canada
Quebec, Canada
$208K +$846 +13 +0.4%
ST
353
Sabal Trust
Florida
$207K
SDWMA
354
Schneider Downs Wealth Management Advisors
Pennsylvania
$206K -$401K -6,166 -66%
ACA
355
Aptus Capital Advisors
Alabama
$206K +$176K +2,703 +549%
HPM
356
Hoxton Planning & Management
West Virginia
$205K +$207K +3,181 New
AP
357
Advisors Preferred
Maryland
$204K -$74.2K -1,139 -26%
PWMAG
358
Pinnacle Wealth Management Advisory Group
New Jersey
$201K -$19.5K -300 -9%
CAL
359
Capital Analysts LLC
Pennsylvania
$201K +$2.08K +32 +1%
LWP
360
Laurel Wealth Planning
Minnesota
$193K
RWPA
361
Richard W. Paul & Associates
Michigan
$192K +$194K +2,985 New
BWL
362
Bogart Wealth LLC
Virginia
$190K -$8.72K -134 -4%
OWA
363
One Wealth Advisors
California
$186K +$189K +2,897 New
RG
364
Retirement Group
California
$173K +$60.7K +932 +53%
EWM
365
EPG Wealth Management
Georgia
$167K +$1.76K +27 +1%
WFA
366
Wells Financial Advisors
Massachusetts
$165K
PTC
367
Private Trust Company
Ohio
$164K
BBHC
368
Brown Brothers Harriman & Co
New York
$154K
KM
369
Kalos Management
Georgia
$154K +$156K +2,397 New
UCB
370
United Community Bank
South Carolina
$153K
BAM
371
Baldrige Asset Management
Pennsylvania
$141K -$64.1K -984 -31%
HI
372
Harbour Investments
Wisconsin
$130K -$5.21K -80 -4%
AF
373
Allworth Financial
California
$124K -$41.5K -638 -25%
CFB
374
Cullen/Frost Bankers
Texas
$123K -$33.6K -516 -21%
CIAS
375
Capital Investment Advisory Services
North Carolina
$116K