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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
451
Strategy Asset Managers
California
$202K +$195K +1,877 New
PCWA
452
Pacific Capital Wealth Advisors
California
$201K +$194K +1,868 New
SDWMA
453
Schneider Downs Wealth Management Advisors
Pennsylvania
$200K +$193K +1,859 New
CF
454
Calder Financial
Pennsylvania
$200K +$192K +1,856 New
IFWM
455
Institute for Wealth Management
Colorado
$199K +$191K +1,843 New
BF
456
BOK Financial
Oklahoma
$195K – – –
SSA
457
SSA Swiss Advisors
$183K – – –
BTI
458
Blue Trust Inc
Georgia
$173K +$136K +1,308 +436%
1L
459
10Elms LLP
Oklahoma
$167K +$135K +1,301 +520%
EB
460
Eastern Bank
Massachusetts
$162K – – –
HBW
461
Hazlett, Burt & Watson
West Virginia
$156K +$104 +1 +0.1%
HFS
462
Hughes Financial Services
Virginia
$154K – – –
CI
463
CX Institutional
Indiana
$150K -$183K -1,767 -56%
UCB
464
United Community Bank
South Carolina
$146K -$5.18K -50 -4%
TC
465
Truvestments Capital
Florida
$144K +$139K +1,337 New
CFB
466
Cullen/Frost Bankers
Texas
$143K +$104 +1 +0.1%
IA
467
IFG Advisory
Georgia
$141K +$42K +405 +45%
MA
468
MCF Advisors
Kentucky
$140K – – –
OSAM
469
O'Shaughnessy Asset Management
Connecticut
$138K -$149K -1,440 -53%
OC
470
Oakworth Capital
Alabama
$129K – – –
EWM
471
EPG Wealth Management
Georgia
$117K – – –
Belvedere Trading
472
Belvedere Trading
Illinois
$117K +$112K +1,083 New
MSG
473
Main Street Group
Virginia
$115K +$104 +1 +0.1%
AT
474
Arlington Trust
Alabama
$108K – – –
AF
475
Advisornet Financial
Minnesota
$102K +$415 +4 +0.4%