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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
401
Sage Mountain Advisors
Georgia
$43.6K – – –
FRA
402
Front Row Advisors
California
$41.4K -$5.95K -81 -13%
SR
403
Syntax Research
Florida
$41.1K – – –
SWA
404
SOA Wealth Advisors
New York
$40K +$220 +3 +0.6%
NPP
405
New Potomac Partners
Maryland
$38.3K +$36.7K +500 New
LJHT
406
Laurie J. Hall Trustee
$38K – – –
SIS
407
Sound Income Strategies
Florida
$35.7K – – –
CT
408
Colonial Trust
South Carolina
$32.6K – – –
CT
409
Caldwell Trust
Florida
$30.6K – – –
FFA
410
Frazier Financial Advisors
Ohio
$30.5K – – –
Ancora Advisors
411
Ancora Advisors
Ohio
$30.5K – – –
Mather Group
412
Mather Group
Illinois
$29.3K -$588 -8 -2%
NB
413
NBT Bank
New York
$28.6K +$27.5K +374 New
FPF
414
First Pacific Financial
Washington
$28.4K – – –
RLIM
415
Red Lighthouse Investment Management
New York
$26.9K – – –
Clearstead Advisors
416
Clearstead Advisors
Ohio
$26.7K – – –
PA
417
Pineridge Advisors
Missouri
$23.7K – – –
PCMC
418
Planning Capital Management Corporation
Pennsylvania
$23K – – –
RFG
419
REAP Financial Group
Texas
$22.1K -$881 -12 -4%
Tower Research Capital (TRC)
420
Tower Research Capital (TRC)
New York
$22K +$20.9K +285 +14,250%
HGERS
421
Householder Group Estate & Retirement Specialist
Arizona
$21K – – –
TCM
422
Tradewinds Capital Management
Washington
$21K – – –
CPG
423
Cornerstone Planning Group
New Jersey
$20.9K -$294 -4 -1%
BCMLT
424
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.4K – – –
PCA
425
Providence Capital Advisors
North Carolina
$19.1K – – –