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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
376
Strategic Financial Partners
Oregon
$265K +$242K +3,201 New
IHL
377
Investment House LLC
California
$264K
AWM
378
Affinity Wealth Management
Delaware
$261K
CIBC Private Wealth Group
379
CIBC Private Wealth Group
Georgia
$258K -$18.4K -244 -7%
IFG
380
Independent Financial Group
California
$255K +$232K +3,080 New
PAMG
381
Patton Albertson Miller Group
Tennessee
$253K +$208K +2,756 New
MNBTD
382
Moody National Bank Trust Division
Texas
$251K -$21.5K -285 -9%
NNP
383
Nachman Norwood & Parrott
South Carolina
$251K +$2.87K +38 +1%
ANBT
384
American National Bank & Trust
Texas
$250K -$33.3K -441 -13%
RHP
385
Royal Harbor Partners
Texas
$249K
WAG
386
Winthrop Advisory Group
Massachusetts
$247K
MA
387
MUFG Americas
New York
$244K
PSUF
388
People's United Financial
Connecticut
$234K +$213K +2,824 New
CIBC World Market
389
CIBC World Market
Ontario, Canada
$234K +$214K +2,829 New
FIA
390
Foundations Investment Advisors
Arizona
$230K +$201K +2,662 New
W
391
WealthOne
New York
$229K +$208K +2,760 New
FAIM
392
Financial Advocates Investment Management
Washington
$229K +$209K +2,771 New
QCM
393
Quest Capital Management
Texas
$219K +$200K +2,645 New
CAS
394
Coppell Advisory Solutions
Texas
$218K +$199K +2,632 New
UCFA
395
United Capital Financial Advisors
Texas
$217K -$2M -26,498 -91%
WFA
396
Wells Financial Advisors
Massachusetts
$213K +$194K +2,570 New
MGIA
397
Moneta Group Investment Advisors
Missouri
$213K +$194K +2,573 New
PA
398
PFG Advisors
Arizona
$211K -$92.6K -1,227 -32%
MWM
399
Meridian Wealth Management
Kentucky
$211K +$193K +2,555 New
LWAC
400
Laurel Wealth Advisors (California)
California
$210K +$191K +2,537 New