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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SR
401
Syntax Research
Florida
$42.2K +$43.4K +622 New
FRA
402
Front Row Advisors
California
$42.1K
SAM
403
S.A. Mason
Michigan
$39.7K
AWM
404
Avior Wealth Management
Nebraska
$38.6K +$39.7K +570 New
SMA
405
Sage Mountain Advisors
Georgia
$38.6K
Franklin Resources
406
Franklin Resources
California
$38.5K
CFD
407
Creative Financial Designs
Indiana
$38.1K +$1.46K +21 +4%
SWA
408
SOA Wealth Advisors
New York
$34.7K +$139 +2 +0.4%
LJHT
409
Laurie J. Hall Trustee
$34K
RIA
410
Realta Investment Advisors
Delaware
$34K -$17.4K -250 -34%
SSWM
411
Sheets Smith Wealth Management
North Carolina
$33.2K +$34.2K +490 New
RFA
412
Resurgent Financial Advisors
Georgia
$32.6K +$2.79K +40 +9%
SIS
413
Sound Income Strategies
Florida
$31.6K
PCA
414
Providence Capital Advisors
North Carolina
$30.2K +$13.6K +195 +78%
CT
415
Colonial Trust
South Carolina
$28.9K
HI
416
Harbour Investments
Wisconsin
$28.1K -$17.6K -252 -38%
BWM
417
Baystate Wealth Management
Massachusetts
$27.4K
IAS
418
IMA Advisory Services
Colorado
$27.1K -$25.1K -360 -47%
CT
419
Caldwell Trust
Florida
$27.1K
AA
420
Ancora Advisors
Ohio
$27K
CSPIA
421
Cary Street Partners Investment Advisory
Virginia
$26.3K +$558 +8 +2%
WT
422
Whittier Trust
California
$24.6K
RLIM
423
Red Lighthouse Investment Management
New York
$23.8K
LOIP
424
Live Oak Investment Partners
Texas
$23.6K
ACA
425
Aptus Capital Advisors
Alabama
$21.5K