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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OHWP
401
Oak Harbor Wealth Partners
North Carolina
$115K
GWANC
402
Guardian Wealth Advisors (North Carolina)
North Carolina
$111K
TF
403
Tompkins Financial
New York
$108K
SSC
404
Syverson Strege & Co
Iowa
$106K
FPB
405
First PREMIER Bank
South Dakota
$106K +$105K +1,375 New
CCM
406
Cutler Capital Management
Massachusetts
$104K -$1.68K -22 -2%
AssetMark Inc
407
AssetMark Inc
California
$103K -$94.6K -1,236 -48%
MA
408
MCF Advisors
Kentucky
$100K +$99.5K +1,300 New
OFG
409
Oxford Financial Group
Indiana
$97K
WT
410
Washington Trust
Rhode Island
$93K
GRP
411
Global Retirement Partners
California
$92K -$842 -11 -0.8%
ANBT
412
American National Bank & Trust
Texas
$88K
Qube Research & Technologies (QRT)
413
Qube Research & Technologies (QRT)
United Kingdom
$84K -$993K -12,974 -92%
ARIS
414
Advanced Research Investment Solutions
California
$81K +$80.3K +1,049 New
HBW
415
Hazlett, Burt & Watson
West Virginia
$81K +$80.3K +1,050 New
FFWM
416
Future Financial Wealth Management
Ohio
$77K
SCA
417
Sandy Cove Advisors
Massachusetts
$77K
LWP
418
Laurel Wealth Planning
Minnesota
$77K +$76.5K +1,000 New
SAM
419
S.A. Mason
Michigan
$76K
BAM
420
Baldrige Asset Management
Pennsylvania
$74K -$68.3K -893 -48%
HR
421
Howe & Rusling
New York
$74K
WWMSC
422
Wagner Wealth Management (South Carolina)
South Carolina
$66K +$32.5K +425 +100%
EWA
423
EverSource Wealth Advisors
Alabama
$59K -$2.52K -33 -4%
CWC
424
Carolinas Wealth Consulting
North Carolina
$54K -$18.7K -244 -26%
WT
425
Whittier Trust
California
$53K