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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIM
26
Goelzer Investment Management
Indiana
$13.8M -$154K -3,367 -1%
EC
27
Estate Counselors
Wisconsin
$12.4M +$8.06M +176,500 +185%
JIR
28
James Investment Research
Ohio
$12.3M +$1.98M +43,444 +19%
AG
29
Advisor Group
Arizona
$12.1M +$331K +7,241 +3%
AIM
30
Advantage Investment Management
Iowa
$12M +$2.46M +53,935 +26%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$11.6M +$3.55M +77,691 +44%
HNB
32
Huntington National Bank
Ohio
$11.2M
AA
33
Advisory Alpha
Michigan
$10.2M +$199K +4,357 +2%
SIAS
34
Shine Investment Advisory Services
Colorado
$9.6M +$319K +6,984 +3%
NC
35
NewSquare Capital
Pennsylvania
$9.12M -$2.78M -60,978 -23%
PA
36
Pinnacle Associates
New York
$8.7M +$66.2K +1,450 +0.8%
BWL
37
Bogart Wealth LLC
Virginia
$8.7M +$8.7M +190,613 New
Bessemer Group
38
Bessemer Group
New Jersey
$8.22M -$1.26M -27,584 -13%
PFS
39
Prospera Financial Services
Texas
$7.74M -$624K -13,657 -8%
WCM
40
Windsor Capital Management
Arizona
$7.57M +$216K +4,737 +3%
NEIRG
41
New England Investment & Retirement Group
Massachusetts
$7.36M +$200K +4,382 +3%
MBT
42
Montecito Bank & Trust
California
$7.12M +$7.12M +156,010 New
BAAM
43
Baker Avenue Asset Management
California
$6.76M +$170K +3,722 +3%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$6.05M +$4.2M +91,946 +226%
Axa
45
Axa
France
$5.79M +$391K +8,560 +7%
Stifel Financial
46
Stifel Financial
Missouri
$5.17M -$1.5M -32,870 -22%
FAM
47
Flaharty Asset Management
Florida
$5.16M +$5.16M +113,088 New
AG
48
Appleton Group
Wisconsin
$5.09M +$1.06M +23,255 +26%
FA
49
FDx Advisors
Illinois
$4.85M +$4.85M +106,283 New
AIA
50
Allegis Investment Advisors
Idaho
$4.83M +$4.84M +105,914 New