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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
$228K +$10.5K +124 +5%
BCM
402
Brasada Capital Management
Texas
$226K -$65.2K -772 -23%
LWAC
403
Laurel Wealth Advisors (California)
California
$226K +$220K +2,608 New
WFA
404
Wells Financial Advisors
Massachusetts
$223K
CIBC World Market
405
CIBC World Market
Ontario, Canada
$219K
BFA
406
Beacon Financial Advisory
Ohio
$214K +$592 +7 +0.3%
HFA
407
Hoover Financial Advisors
Pennsylvania
$211K -$99K -1,171 -32%
PA
408
PFG Advisors
Arizona
$209K
KFC
409
Klingenstein Fields & Co
New York
$208K
VCS
410
Vaughan & Co Securities
New Jersey
$207K -$2.96K -35 -1%
DC
411
Davenport & Co
Virginia
$207K +$202K +2,390 New
AWE
412
Avidian Wealth Enterprises
Texas
$207K +$202K +2,391 New
MCWS
413
McKinley Carter Wealth Services
West Virginia
$200K -$156K -1,844 -44%
ED
414
Exane Derivatives
France
$184K
ANBT
415
American National Bank & Trust
Texas
$182K -$63.8K -755 -26%
SSB
416
Sandy Spring Bank
Maryland
$156K
HCP
417
Hexagon Capital Partners
Arkansas
$154K
DA
418
DCM Advisors
New York
$149K
EDRH
419
Edmond de Rothschild Holding
Switzerland
$130K -$84.5K -1,000 -40%
MRCM
420
M&R Capital Management
New Jersey
$130K
WT
421
Whittier Trust
California
$127K +$19K +225 +18%
SBL
422
Sargent Bickham Lagudis
Colorado
$123K +$423 +5 +0.4%
GRP
423
Global Retirement Partners
California
$122K +$169 +2 +0.1%
SSC
424
Syverson Strege & Co
Iowa
$120K
CFGS
425
Concourse Financial Group Securities
Alabama
$117K -$30.1K -356 -21%