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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
351
Fisher Asset Management
Washington
$264K – – –
Axxcess Wealth Management
352
Axxcess Wealth Management
California
$264K +$251K +2,921 New
Great Valley Advisor Group
353
Great Valley Advisor Group
Delaware
$260K -$49K -570 -17%
CTFG
354
Capstone Triton Financial Group
Oklahoma
$260K -$23.3K -271 -9%
NorthRock Partners
355
NorthRock Partners
Minnesota
$257K – – –
SAW
356
Signal Advisors Wealth
Michigan
$256K +$244K +2,831 New
BOK Financial
357
BOK Financial
Oklahoma
$254K – – –
NL
358
NVWM LLC
Pennsylvania
$251K +$10.4K +121 +5%
FineMark National Bank & Trust
359
FineMark National Bank & Trust
Florida
$250K – – –
LSWP
360
Liberty Square Wealth Partners
Pennsylvania
$249K -$10.4K -121 -4%
CF
361
Centaurus Financial
California
$248K -$43.4K -505 -16%
IFWM
362
Institute for Wealth Management
Colorado
$248K +$236K +2,739 New
Meridian Wealth Management
363
Meridian Wealth Management
Kentucky
$246K +$234K +2,715 New
Brown Brothers Harriman & Co
364
Brown Brothers Harriman & Co
New York
$245K – – –
IHT Wealth Management
365
IHT Wealth Management
Illinois
$241K +$86 +1 +0%
QCIG
366
Quad-Cities Investment Group
Iowa
$240K -$39.2K -456 -15%
Qube Research & Technologies (QRT)
367
Qube Research & Technologies (QRT)
United Kingdom
$235K -$199K -2,315 -47%
Neuberger Berman Group
368
Neuberger Berman Group
New York
$234K +$223K +2,590 New
CAM
369
Creekmur Asset Management
Illinois
$233K – – –
WFA
370
Wells Financial Advisors
Massachusetts
$233K – – –
BTWM
371
Baker Tilly Wealth Management
Wisconsin
$232K -$27.1K -315 -11%
NG
372
Norden Group
Utah
$229K +$217K +2,527 New
MKA
373
M. Kulyk & Associates
Georgia
$226K – – –
KCFA
374
Key Client Fiduciary Advisors
New Jersey
$224K – – –
I
375
INVST
Indiana
$220K +$209K +2,426 New