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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
376
Sage Mountain Advisors
Georgia
$41K – – –
Franklin Resources
377
Franklin Resources
California
$40.9K – – –
SR
378
Syntax Research
Florida
$38.7K -$6.08K -85 -14%
SWA
379
SOA Wealth Advisors
New York
$37.5K +$143 +2 +0.4%
LJHT
380
Laurie J. Hall Trustee
$36K – – –
SIS
381
Sound Income Strategies
Florida
$33.6K – – –
CT
382
Colonial Trust
South Carolina
$30.7K – – –
AWM
383
Ameliora Wealth Management
Switzerland
$28.8K -$35.8K -500 -56%
CT
384
Caldwell Trust
Florida
$28.8K – – –
FFA
385
Frazier Financial Advisors
Ohio
$28.7K – – –
AA
386
Ancora Advisors
Ohio
$28.7K – – –
MG
387
Mather Group
Illinois
$28.5K +$573 +8 +2%
HI
388
Harbour Investments
Wisconsin
$27.7K – – –
FPF
389
First Pacific Financial
Washington
$26.7K – – –
RLIM
390
Red Lighthouse Investment Management
New York
$25.3K – – –
CA
391
Clearstead Advisors
Ohio
$25.1K +$25K +349 New
PA
392
Pineridge Advisors
Missouri
$22.3K – – –
RFG
393
REAP Financial Group
Texas
$21.7K -$716 -10 -3%
PCMC
394
Planning Capital Management Corporation
Pennsylvania
$21.6K – – –
Fifth Third Bancorp
395
Fifth Third Bancorp
Ohio
$20.4K – – –
HGERS
396
Householder Group Estate & Retirement Specialist
Arizona
$20K +$20.1K +281 New
TCM
397
Tradewinds Capital Management
Washington
$19.7K – – –
CPG
398
Cornerstone Planning Group
New Jersey
$19.5K +$72 +1 +0.4%
BCMLT
399
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.2K – – –
VAG
400
VisionPoint Advisory Group
Texas
$18.7K – – –