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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
26
River Wealth Advisors
Pennsylvania
$19.1M +$490K +6,240 +3%
WWA
27
Wealth Watch Advisors
Colorado
$18.4M -$199K -2,539 -1%
Allianz Asset Management
28
Allianz Asset Management
Germany
$17.6M -$28.7M -366,100 -63%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$17.4M +$16.6M +211,069 New
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$17M +$4.85M +61,779 +43%
WPW
31
Waldron Private Wealth
Pennsylvania
$16.6M -$90K -1,146 -0.6%
XF
32
XML Financial
Maryland
$15.9M -$1.31M -16,703 -8%
Stifel Financial
33
Stifel Financial
Missouri
$15.5M +$3.43M +43,729 +31%
GC
34
Guggenheim Capital
Illinois
$15.2M -$2.47M -31,457 -15%
Osaic Holdings
35
Osaic Holdings
Arizona
$15.1M -$2.58M -32,849 -15%
FCC
36
Florin Court Capital
United Kingdom
$14M +$685K +8,718 +5%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$12.9M +$73.3K +934 +0.6%
MWM
38
Modera Wealth Management
New Jersey
$11.9M +$2.05M +26,144 +22%
PWM
39
Paulson Wealth Management
Illinois
$11.9M +$128K +1,630 +1%
OC
40
Oppenheimer & Co
New York
$11.1M +$657K +8,366 +7%
Capstone Investment Advisors
41
Capstone Investment Advisors
New York
$10.8M +$10.3M +130,801 New
HNB
42
Huntington National Bank
Ohio
$10.3M
FWA
43
FSC Wealth Advisors
New York
$10.2M +$36.8K +468 +0.4%
FTA
44
Financial & Tax Architects
Missouri
$10.1M +$138K +1,760 +1%
WMA
45
William Mack & Associates
Michigan
$9.91M +$2.95M +37,535 +46%
LAM
46
Lifestyle Asset Management
Texas
$9.5M +$915K +11,649 +11%
ANTB
47
AMG National Trust Bank
Colorado
$9.43M -$709K -9,025 -7%
ML
48
McAdam LLC
Pennsylvania
$9.16M +$304K +3,868 +4%
KWM
49
Kingsview Wealth Management
Oregon
$9.16M -$39.7K -506 -0.5%
NAM
50
NTV Asset Management
West Virginia
$8.91M -$137K -1,750 -2%