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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
401
Meridian Wealth Management
Kentucky
$293K
MKA
402
M. Kulyk & Associates
Georgia
$288K
LSWP
403
Liberty Square Wealth Partners
Pennsylvania
$280K
QCIG
404
Quad-Cities Investment Group
Iowa
$279K +$726 +7 +0.3%
NRI
405
NFP Retirement Inc
California
$269K +$6.43K +62 +3%
UWS
406
Unique Wealth Strategies
Illinois
$268K -$2.69K -26 -1%
KCFA
407
Key Client Fiduciary Advisors
New Jersey
$267K
AWA
408
Arkadios Wealth Advisors
Georgia
$267K -$108K -1,041 -30%
HWAM
409
Hennion & Walsh Asset Management
New Jersey
$261K -$29.9K -288 -11%
BWL
410
Bogart Wealth LLC
Virginia
$260K +$104 +1 +0%
Wealthfront Advisers
411
Wealthfront Advisers
California
$260K +$12K +116 +5%
HW
412
Hancock Whitney
Mississippi
$257K -$95.9K -925 -28%
CTFG
413
Capstone Triton Financial Group
Oklahoma
$257K -$349K -3,369 -59%
VPP
414
Vertex Planning Partners
Illinois
$256K +$10.7K +103 +5%
RFA
415
Reyes Financial Architecture
California
$256K +$246K +2,370 New
CFG
416
Citizens Financial Group
Rhode Island
$250K
IHL
417
Investment House LLC
California
$246K
GCIA
418
Gabelli & Co Investment Advisers
New York
$243K
KP
419
Keel Point
Alabama
$239K +$104 +1 +0%
LC
420
Lavaca Capital
Texas
$234K +$153K +1,472 +211%
KFC
421
Klingenstein Fields & Co
New York
$233K +$224K +2,165 New
TCOO
422
Trust Company of Oklahoma
Oklahoma
$232K +$223K +2,154 New
AWM
423
Axxcess Wealth Management
California
$232K +$223K +2,149 New
ONST
424
Old North State Trust
North Carolina
$231K +$222K +2,138 New
LFAS
425
Level Four Advisory Services
Texas
$231K +$222K +2,140 New