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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$17.3M +$1.42M +19,338 +9%
Nomura Asset Management
27
Nomura Asset Management
Japan
$17.2M
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$17M +$272K +3,697 +2%
RWA
29
River Wealth Advisors
Pennsylvania
$16.6M +$217K +2,950 +1%
AA
30
ACT Advisors
North Carolina
$16.3M +$15.6M +212,680 New
XF
31
XML Financial
Maryland
$16.1M +$675K +9,190 +5%
WPW
32
Waldron Private Wealth
Pennsylvania
$15.6M -$264K -3,589 -2%
Truist Financial
33
Truist Financial
North Carolina
$15M +$265K +3,602 +2%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$14.5M -$3.16K -43 -0%
MML Investors Services
35
MML Investors Services
Massachusetts
$14.5M +$4.57M +62,149 +49%
Stifel Financial
36
Stifel Financial
Missouri
$13.4M +$830K +11,297 +7%
BRWA
37
B. Riley Wealth Advisors
Florida
$12.6M -$1.59M -21,610 -12%
SIA
38
Strategic Investment Advisors
Michigan
$12.3M +$11.8M +160,849 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$11.8M -$347K -4,724 -3%
HNB
40
Huntington National Bank
Ohio
$11.8M
GAG
41
Goodman Advisory Group
Massachusetts
$11.6M -$166K -2,266 -1%
PWM
42
Paulson Wealth Management
Illinois
$10.8M +$557K +7,581 +6%
PBF
43
Petix & Botte Financial
California
$10.4M +$155K +2,109 +2%
ANTB
44
AMG National Trust Bank
Colorado
$9.62M -$48.8K -665 -0.5%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$9.53M +$3.18M +43,263 +53%
JP Morgan Chase
46
JP Morgan Chase
New York
$9.26M +$1.53M +20,878 +21%
OC
47
Oppenheimer & Co
New York
$9.23M -$31.4K -428 -0.4%
MWM
48
Modera Wealth Management
New Jersey
$9.03M -$295K -4,017 -3%
NAM
49
NTV Asset Management
West Virginia
$8.78M -$58.8K -800 -0.7%
Creative Planning
50
Creative Planning
Kansas
$8.6M +$44.4K +605 +0.5%