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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
401
Realta Investment Advisors
Delaware
$18.4K +$72 +1 +0.4%
TSWM
402
Tyler-Stone Wealth Management
Ohio
$18.2K – – –
PCA
403
Providence Capital Advisors
North Carolina
$18K – – –
FPB
404
First PREMIER Bank
South Dakota
$18K – – –
SC
405
Solstein Capital
California
$17.3K – – –
MWM
406
MGB Wealth Management
Texas
$16.1K – – –
TSMHT
407
Thurston Springer Miller Herd & Titak
Indiana
$15.7K +$15.5K +217 New
AIP
408
Ameritas Investment Partners
Nebraska
$15.7K – – –
FDCDDQ
409
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.1K – – –
GFPC
410
Global Financial Private Client
Florida
$15.1K – – –
GCM
411
Gables Capital Management
Florida
$14.4K – – –
CFD
412
Creative Financial Designs
Indiana
$12.8K -$4.15K -58 -25%
CA
413
Continuum Advisory
Idaho
$12.6K – – –
ATPW
414
Ashton Thomas Private Wealth
Arizona
$12.3K +$12.2K +170 New
BC
415
Barrett & Company
Rhode Island
$12K – – –
BAM
416
Belpointe Asset Management
Nevada
$12K +$12K +167 New
KIG
417
Kessler Investment Group
Indiana
$11.9K – – –
CSC
418
Caldwell Sutter Capital
California
$10.8K – – –
CTWM
419
Cherry Tree Wealth Management
Minnesota
$10.8K – – –
VFA
420
Values First Advisors
Tennessee
$9.42K +$8.23K +115 +719%
GWP
421
Gen-Wealth Partners
Michigan
$9.37K – – –
JPWM
422
Jamison Private Wealth Management
Georgia
$8.79K – – –
Simplex Trading
423
Simplex Trading
Illinois
$7K -$80.6K -1,126 -92%
1IA
424
1620 Investment Advisors
Massachusetts
$6.99K +$6.94K +97 New
CTC
425
Central Trust Company
Missouri
$6.85K – – –