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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
401
PBMares Wealth Management
Virginia
$207K +$189K +2,504 New
VCS
402
Vaughan & Co Securities
New Jersey
$207K +$189K +2,505 New
IIA
403
IPG Investment Advisors
California
$207K +$189K +2,500 New
ED
404
Exane Derivatives
France
$185K -$8.83K -117 -5%
CAPTRUST Financial Advisors
405
CAPTRUST Financial Advisors
North Carolina
$182K
CFGS
406
Concourse Financial Group Securities
Alabama
$163K +$87K +1,153 +142%
APC
407
Aspire Private Capital
North Carolina
$158K +$46.2K +612 +47%
HFA
408
Hoover Financial Advisors
Pennsylvania
$150K +$130K +1,716 New
SSB
409
Sandy Spring Bank
Maryland
$149K
HCP
410
Hexagon Capital Partners
Arkansas
$146K
DA
411
DCM Advisors
New York
$136K +$124K +1,645 New
RWB
412
RMR Wealth Builders
New Jersey
$130K -$105K -1,391 -47%
MRCM
413
M&R Capital Management
New Jersey
$124K
SBL
414
Sargent Bickham Lagudis
Colorado
$117K +$1.58K +21 +2%
GRP
415
Global Retirement Partners
California
$116K -$43.2K -572 -29%
SSC
416
Syverson Strege & Co
Iowa
$114K +$104K +1,382 New
SIAG
417
Safeguard Investment Advisory Group
California
$113K +$103K +1,370 New
MA
418
MCF Advisors
Kentucky
$108K
RCA
419
Ranch Capital Advisors
Florida
$107K +$679 +9 +0.7%
WT
420
Whittier Trust
California
$102K
SFSIG
421
San Francisco Sentry Investment Group
California
$92K +$84.1K +1,114 New
PA
422
Parallel Advisors
California
$85K -$59.2K -784 -43%
CWAF
423
Core Wealth Advisors (Florida)
Florida
$83K
HR
424
Howe & Rusling
New York
$80K
EW
425
Element Wealth
Mississippi
$80K +$72.9K +966 New