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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
451
Global Retirement Partners
California
$117K +$514 +6 +0.4%
TF
452
Tompkins Financial
New York
$117K +$120K +1,405 New
SSC
453
Syverson Strege & Co
Iowa
$115K
CCM
454
Cutler Capital Management
Massachusetts
$114K -$171 -2 -0.1%
OFG
455
Oxford Financial Group
Indiana
$104K +$108K +1,257 New
JWA
456
JFS Wealth Advisors
Pennsylvania
$103K +$106K +1,238 New
WT
457
Washington Trust
Rhode Island
$100K
ANBT
458
American National Bank & Trust
Texas
$95K -$6K -70 -6%
FFWM
459
Future Financial Wealth Management
Ohio
$83K +$85.7K +1,000 New
SCA
460
Sandy Cove Advisors
Massachusetts
$83K +$85.7K +1,000 New
SAM
461
S.A. Mason
Michigan
$82K +$12K +140 +17%
HR
462
Howe & Rusling
New York
$80K
CWC
463
Carolinas Wealth Consulting
North Carolina
$78K +$20.9K +244 +35%
VRM
464
Vectors Research Management
New York
$74K +$76.1K +889 New
MAM
465
Meeder Asset Management
Ohio
$73K
EWA
466
EverSource Wealth Advisors
Alabama
$67K +$69.2K +808 New
WT
467
Whittier Trust
California
$58K
LAS
468
Lloyd Advisory Services
Georgia
$56K -$398K -4,644 -87%
FRA
469
Front Row Advisors
California
$55K
CWP
470
Concord Wealth Partners
Virginia
$50K +$42.8K +500 +500%
OA
471
Operose Advisors
Wisconsin
$50K +$51.8K +605 New
RPCONE
472
Retirement Planning Company of New England
Rhode Island
$50K +$52.3K +611 New
Franklin Resources
473
Franklin Resources
California
$47K -$48.3M -564,380 -100%
SAM
474
Strategic Asset Management
Minnesota
$47K -$47.3K -552 -49%
SMA
475
Sage Mountain Advisors
Georgia
$47K