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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FRA
351
Frank Rimerman Advisors
California
$312K
OCM
352
Orion Capital Management
California
$312K
USCWA
353
U.S. Capital Wealth Advisors
Texas
$312K
RWP
354
RWA Wealth Partners
Massachusetts
$309K +$69.7K +884 +29%
BRWM
355
Blue Rock Wealth Management
North Carolina
$308K +$312K +3,959 New
GVAG
356
Great Valley Advisor Group
Delaware
$306K +$64.3K +816 +26%
CTFG
357
Capstone Triton Financial Group
Oklahoma
$303K
CF
358
Centaurus Financial
California
$301K -$4.1K -52 -1%
FCI
359
Financial Counselors Inc
Kansas
$297K -$56.8K -720 -16%
LSWP
360
Liberty Square Wealth Partners
Pennsylvania
$295K +$286K +3,626 New
CMS
361
Capital Market Strategies
Florida
$287K
TPWA
362
TRUE Private Wealth Advisors
Oregon
$286K -$1.1K -14 -0.4%
AAS
363
Avantax Advisory Services
Texas
$283K +$50K +634 +21%
PPP
364
Private Portfolio Partners
New Jersey
$279K -$18.1K -230 -6%
WAP
365
Wealthcare Advisory Partners
Pennsylvania
$279K +$282K +3,582 New
KPWS
366
Kestra Private Wealth Services
Texas
$274K +$32.1K +407 +13%
Lido Advisors
367
Lido Advisors
California
$274K -$599K -7,596 -68%
BFO
368
Boston Family Office
Massachusetts
$273K
FWM
369
Focused Wealth Management
New York
$273K -$52.4K -665 -16%
BTWM
370
Baker Tilly Wealth Management
Wisconsin
$268K +$15.2K +193 +6%
ACM
371
Absolute Capital Management
Pennsylvania
$268K +$271K +3,431 New
IAIM
372
International Assets Investment Management
Florida
$268K +$271K +3,431 New
PCWA
373
Pacific Capital Wealth Advisors
California
$267K +$710 +9 +0.3%
PWP
374
Principle Wealth Partners
Connecticut
$266K -$13.7K -174 -5%
BHBT
375
Burke & Herbert Bank & Trust
Virginia
$264K