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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIL
401
Rothschild Investment LLC
Illinois
$297K – – –
WF
402
WealthPoint Financial
North Carolina
$296K +$24.5K +236 +9%
BBHC
403
Brown Brothers Harriman & Co
New York
$296K – – –
MWM
404
Meridian Wealth Management
Kentucky
$293K – – –
MKA
405
M. Kulyk & Associates
Georgia
$288K – – –
LSWP
406
Liberty Square Wealth Partners
Pennsylvania
$280K – – –
QCIG
407
Quad-Cities Investment Group
Iowa
$279K +$726 +7 +0.3%
NRI
408
NFP Retirement Inc
California
$269K +$6.43K +62 +3%
UWS
409
Unique Wealth Strategies
Illinois
$268K -$2.69K -26 -1%
KCFA
410
Key Client Fiduciary Advisors
New Jersey
$267K – – –
AWA
411
Arkadios Wealth Advisors
Georgia
$267K -$108K -1,041 -30%
HWAM
412
Hennion & Walsh Asset Management
New Jersey
$261K -$29.9K -288 -11%
BWL
413
Bogart Wealth LLC
Virginia
$260K +$104 +1 +0%
Wealthfront Advisers
414
Wealthfront Advisers
California
$260K +$12K +116 +5%
HW
415
Hancock Whitney
Mississippi
$257K -$95.9K -925 -28%
CTFG
416
Capstone Triton Financial Group
Oklahoma
$257K -$349K -3,369 -59%
VPP
417
Vertex Planning Partners
Illinois
$256K +$10.7K +103 +5%
RFA
418
Reyes Financial Architecture
California
$256K +$246K +2,370 New
CFG
419
Citizens Financial Group
Rhode Island
$250K – – –
IHL
420
Investment House LLC
California
$246K – – –
GCIA
421
Gabelli & Co Investment Advisers
New York
$243K – – –
KP
422
Keel Point
Alabama
$239K +$104 +1 +0%
LC
423
Lavaca Capital
Texas
$234K +$153K +1,472 +211%
KFC
424
Klingenstein Fields & Co
New York
$233K +$224K +2,165 New
TCOO
425
Trust Company of Oklahoma
Oklahoma
$232K +$223K +2,154 New