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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ST
351
Sabal Trust
Florida
$226K – – –
SDWMA
352
Schneider Downs Wealth Management Advisors
Pennsylvania
$224K – – –
VIM
353
Vista Investment Management
Pennsylvania
$224K -$3.77K -56 -2%
Colony Group
354
Colony Group
Massachusetts
$221K -$29.3K -436 -12%
Koshinski Asset Management
355
Koshinski Asset Management
Illinois
$221K -$110K -1,633 -34%
Capital Analysts LLC
356
Capital Analysts LLC
Pennsylvania
$220K +$941 +14 +0.4%
Advisory Services Network
357
Advisory Services Network
Georgia
$217K +$80.9K +1,203 +63%
Great Valley Advisor Group
358
Great Valley Advisor Group
Delaware
$217K +$6.32K +94 +3%
CCA
359
Childress Capital Advisors
Texas
$217K – – –
OBWG
360
Onyx Bridge Wealth Group
New York
$214K +$206K +3,058 New
National Bank of Canada
361
National Bank of Canada
Quebec, Canada
$214K -$274K -4,070 -57%
LWP
362
Laurel Wealth Planning
Minnesota
$210K – – –
WAG
363
Winthrop Advisory Group
Massachusetts
$209K – – –
VCM
364
Virtue Capital Management
Tennessee
$208K +$199K +2,960 New
APW
365
Aurora Private Wealth
New Jersey
$208K -$79.7K -1,186 -29%
Focus Partners Advisor Solutions
366
Focus Partners Advisor Solutions
Missouri
$204K +$196K +2,919 New
MAS
367
Madden Advisory Services
Florida
$204K +$196K +2,918 New
Ashton Thomas Private Wealth
368
Ashton Thomas Private Wealth
Arizona
$203K +$196K +2,909 New
Fifth Third Bancorp
369
Fifth Third Bancorp
Ohio
$202K -$28.6K -426 -13%
HH
370
Hilltop Holdings
Texas
$202K +$194K +2,886 New
WP
371
Westmount Partners
California
$200K +$192K +2,860 New
WFA
372
Wells Financial Advisors
Massachusetts
$180K – – –
Allworth Financial
373
Allworth Financial
California
$179K +$202 +3 +0.1%
RG
374
Retirement Group
California
$175K -$2.76K -41 -2%
Bogart Wealth LLC
375
Bogart Wealth LLC
Virginia
$174K – – –