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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
376
CCG Wealth Management
California
$289K +$863 +10 +0.3%
CFB
377
Cullen/Frost Bankers
Texas
$287K -$776 -9 -0.3%
PWM
378
PBMares Wealth Management
Virginia
$278K
ST
379
Sabal Trust
Florida
$275K
SW
380
StrongBox Wealth
Missouri
$272K
Thrivent Financial for Lutherans
381
Thrivent Financial for Lutherans
Minnesota
$272K +$33K +383 +14%
TC
382
Trilogy Capital
California
$271K +$20.9K +242 +8%
WAG
383
Winthrop Advisory Group
Massachusetts
$265K +$10.4K +120 +4%
CCA
384
Childress Capital Advisors
Texas
$264K
CIAS
385
Capital Investment Advisory Services
North Carolina
$263K
SFP
386
Strategic Financial Partners
Oregon
$261K +$173 +2 +0.1%
FIA
387
Foundations Investment Advisors
Arizona
$258K -$18.7K -217 -7%
RHP
388
Royal Harbor Partners
Texas
$257K
CAI
389
Capital Advisors Inc
Oklahoma
$256K +$259K +3,000 New
HCM
390
Hilton Capital Management
New York
$256K +$259K +3,000 New
BPCE
391
Bank Pictet & Cie (Europe)
Germany
$255K
PAMG
392
Patton Albertson Miller Group
Tennessee
$255K +$20.4K +236 +9%
SG Americas Securities
393
SG Americas Securities
New York
$254K
AWM
394
Affinity Wealth Management
Delaware
$254K +$345 +4 +0.1%
MA
395
MUFG Americas
New York
$251K
MWM
396
Meridian Wealth Management
Kentucky
$251K +$26.8K +311 +12%
PMG
397
ProVise Management Group
Florida
$242K +$244K +2,830 New
AF
398
Advisornet Financial
Minnesota
$241K -$123K -1,431 -34%
IFG
399
Independent Financial Group
California
$240K -$20.5K -238 -8%
IHL
400
Investment House LLC
California
$238K