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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
401
Ameliora Wealth Management
Switzerland
$63K -$60.8K -904 -50%
RF
402
Robbins Farley
New Hampshire
$57.9K
EDRH
403
Edmond de Rothschild Holding
Switzerland
$56K -$955K -14,200 -95%
PFBT
404
Parkside Financial Bank & Trust
Missouri
$56K
AIA
405
Armor Investment Advisors
North Carolina
$54.2K
IAS
406
IMA Advisory Services
Colorado
$53.2K -$182K -2,707 -78%
KSWA
407
Kathleen S. Wright Associates
Pennsylvania
$52.7K +$10K +149 +25%
RIA
408
Realta Investment Advisors
Delaware
$51.5K +$49.5K +736 New
CWC
409
Carolinas Wealth Consulting
North Carolina
$49K
HI
410
Harbour Investments
Wisconsin
$46.7K -$91.4K -1,359 -67%
FRA
411
Front Row Advisors
California
$43K
SMA
412
Sage Mountain Advisors
Georgia
$39.8K
Franklin Resources
413
Franklin Resources
California
$39.7K -$114K -1,692 -75%
SAM
414
S.A. Mason
Michigan
$39.2K
IGWM
415
ICA Group Wealth Management
Colorado
$39.2K
CFD
416
Creative Financial Designs
Indiana
$37.8K
SWA
417
SOA Wealth Advisors
New York
$35.7K +$202 +3 +0.6%
LJHT
418
Laurie J. Hall Trustee
$35K
FPB
419
First PREMIER Bank
South Dakota
$33K
SIS
420
Sound Income Strategies
Florida
$32.6K
CP
421
Castleview Partners
Texas
$31.2K
RFA
422
Resurgent Financial Advisors
Georgia
$30.8K +$29.6K +441 New
CT
423
Colonial Trust
South Carolina
$29.8K
VAG
424
VisionPoint Advisory Group
Texas
$29.5K +$28.4K +422 New
BWM
425
Baystate Wealth Management
Massachusetts
$28.3K