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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
351
Calamos Wealth Management
Illinois
$337K -$135K -1,441 -28%
MFG
352
Merit Financial Group
Georgia
$335K -$20.6K -221 -6%
PCS
353
Personal CFO Solutions
New Jersey
$334K -$3.64K -39 -1%
FWM
354
Focused Wealth Management
New York
$332K -$2.15K -23 -0.6%
AG
355
Ascent Group
Virginia
$331K -$58.2K -623 -15%
VAG
356
VisionPoint Advisory Group
Texas
$329K +$24.8K +266 +8%
Baird Financial Group
357
Baird Financial Group
Wisconsin
$327K
HI
358
Harbour Investments
Wisconsin
$324K +$202K +2,163 +157%
Fisher Asset Management
359
Fisher Asset Management
Washington
$323K +$56.3K +603 +21%
AWA
360
Arkadios Wealth Advisors
Georgia
$322K +$5.51K +59 +2%
BFO
361
Boston Family Office
Massachusetts
$321K
CA
362
CoreCap Advisors
Michigan
$315K -$3.73K -40 -1%
AWAU
363
Alliance Wealth Advisors (Utah)
Utah
$315K -$369K -3,953 -53%
CBU
364
CIBC Bancorp USA
Illinois
$314K +$321K +3,433 New
PWP
365
Principle Wealth Partners
Connecticut
$313K
CPC
366
Consolidated Planning Corp
Georgia
$310K +$316K +3,384 New
BRWM
367
Blue Rock Wealth Management
North Carolina
$309K -$318K -3,409 -50%
CWM
368
CCG Wealth Management
California
$308K
HH
369
Hilltop Holdings
Texas
$306K +$98.7K +1,057 +46%
PTC
370
Private Trust Company
Ohio
$306K
HW
371
Hancock Whitney
Mississippi
$303K +$7.56K +81 +3%
BCG
372
Breakwater Capital Group
New Jersey
$294K +$8.12K +87 +3%
SC
373
Savant Capital
Illinois
$292K -$29.1K -312 -9%
CI
374
CX Institutional
Indiana
$289K -$2.15K -23 -0.7%
BHBT
375
Burke & Herbert Bank & Trust
Virginia
$284K