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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
376
Worth Asset Management
Texas
$284K -$187 -2 -0.1%
9FG
377
93 Financial Group
Massachusetts
$284K -$16.8K -180 -5%
IW
378
Instrumental Wealth
Florida
$280K +$187 +2 +0.1%
CF
379
Centaurus Financial
California
$279K -$5.7K -61 -2%
OPWM
380
Oxinas Partners Wealth Management
Indiana
$275K -$1.59K -17 -0.6%
UWM
381
Urban Wealth Management
California
$274K
WAG
382
Winthrop Advisory Group
Massachusetts
$273K
BFG
383
Berger Financial Group
Minnesota
$273K -$27.9K -299 -9%
WP
384
Westmount Partners
California
$270K +$467 +5 +0.2%
CIBC World Market
385
CIBC World Market
Ontario, Canada
$270K
MC
386
Moors & Cabot
Massachusetts
$268K
NP
387
NorthRock Partners
Minnesota
$260K
GVAG
388
Great Valley Advisor Group
Delaware
$257K -$5.04K -54 -2%
CB
389
Commerce Bank
Missouri
$253K +$258K +2,760 New
RIL
390
Rothschild Investment LLC
Illinois
$252K +$257K +2,750 New
BBHC
391
Brown Brothers Harriman & Co
New York
$251K +$3.17K +34 +1%
OIA
392
OneDigital Investment Advisors
Kansas
$251K -$187 -2 -0.1%
OSAM
393
O'Shaughnessy Asset Management
Connecticut
$249K +$78.4K +840 +45%
MWM
394
Meridian Wealth Management
Kentucky
$249K
HWAM
395
Hennion & Walsh Asset Management
New Jersey
$248K -$122K -1,305 -32%
BCI
396
Brinker Capital Investments
Pennsylvania
$245K -$39.8M -426,732 -99%
MKA
397
M. Kulyk & Associates
Georgia
$245K +$16.2K +174 +7%
LSWP
398
Liberty Square Wealth Partners
Pennsylvania
$238K -$14.5K -155 -6%
QCIG
399
Quad-Cities Investment Group
Iowa
$236K -$1.12K -12 -0.5%
UWS
400
Unique Wealth Strategies
Illinois
$230K +$19.2K +206 +9%