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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
$18.5M -$20.5K -259 -0.1%
Truist Financial
27
Truist Financial
North Carolina
$17.7M +$2.04M +25,795 +13%
WWA
28
Wealth Watch Advisors
Colorado
$17.2M -$519K -6,570 -3%
RWA
29
River Wealth Advisors
Pennsylvania
$17.2M +$181K +2,285 +1%
GC
30
Guggenheim Capital
Illinois
$16.5M +$28.6K +362 +0.2%
Osaic Holdings
31
Osaic Holdings
Arizona
$16.5M -$7.51M -95,031 -31%
XF
32
XML Financial
Maryland
$16M -$56K -709 -0.3%
WPW
33
Waldron Private Wealth
Pennsylvania
$15.4M -$308K -3,896 -2%
FCC
34
Florin Court Capital
United Kingdom
$12.3M +$5.35M +67,700 +73%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$11.9M +$57.8K +732 +0.5%
Stifel Financial
36
Stifel Financial
Missouri
$11M -$4.07M -51,466 -26%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$11M -$6.13M -77,638 -35%
PWM
38
Paulson Wealth Management
Illinois
$10.9M +$289K +3,657 +3%
BRWA
39
B. Riley Wealth Advisors
Florida
$10.5M +$91.7K +1,161 +0.9%
HNB
40
Huntington National Bank
Ohio
$9.67M
OC
41
Oppenheimer & Co
New York
$9.62M +$637K +8,064 +7%
FWA
42
FSC Wealth Advisors
New York
$9.43M -$189K -2,395 -2%
ANTB
43
AMG National Trust Bank
Colorado
$9.43M -$24K -304 -0.2%
EC
44
Estate Counselors
Wisconsin
$9.31M +$868K +10,990 +10%
FTA
45
Financial & Tax Architects
Missouri
$9.25M +$263K +3,328 +3%
AWS
46
Atria Wealth Solutions
New York
$9.14M -$2.02M -25,545 -18%
MWM
47
Modera Wealth Management
New Jersey
$9.03M +$443K +5,607 +5%
Renaissance Technologies
48
Renaissance Technologies
New York
$8.58M -$4.65M -58,800 -34%
KWM
49
Kingsview Wealth Management
Oregon
$8.53M +$1.07M +13,562 +14%
Creative Planning
50
Creative Planning
Kansas
$8.43M -$121K -1,533 -1%