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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$19.2M -$378K -4,054 -2%
Stifel Financial
27
Stifel Financial
Missouri
$17.9M +$38.5K +412 +0.2%
XF
28
XML Financial
Maryland
$17.1M -$147K -1,571 -0.8%
WPW
29
Waldron Private Wealth
Pennsylvania
$16.5M -$584K -6,257 -3%
GC
30
Guggenheim Capital
Illinois
$15.5M +$259K +2,772 +2%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$14.6M -$7.71M -82,544 -35%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$14.1M -$278K -2,982 -2%
Osaic Holdings
33
Osaic Holdings
Arizona
$13.6M -$1.78M -19,055 -11%
ANTB
34
AMG National Trust Bank
Colorado
$12.3M +$687K +7,359 +6%
OC
35
Oppenheimer & Co
New York
$12.1M -$210K -2,247 -2%
MWM
36
Modera Wealth Management
New Jersey
$12M -$835K -8,942 -6%
KWM
37
Kingsview Wealth Management
Oregon
$11.9M +$12.2M +130,481 New
HNB
38
Huntington National Bank
Ohio
$11.9M
ML
39
McAdam LLC
Pennsylvania
$11.8M +$590K +6,318 +5%
AP
40
Advisors Preferred
Maryland
$11.5M +$4.86M +52,101 +71%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$11.1M -$123M -1,313,437 -92%
WMA
42
William Mack & Associates
Michigan
$10.9M -$5.83M -62,467 -34%
AIM
43
Advyzon Investment Management
Illinois
$10.3M +$8.46M +90,601 +416%
AFS
44
Anderson Financial Strategies
Ohio
$10M -$324K -3,466 -3%
SIA
45
Strategic Investment Advisors
Michigan
$9.66M +$773K +8,283 +8%
FTA
46
Financial & Tax Architects
Missouri
$9.62M +$9.81M +105,088 New
BCM
47
Bluefin Capital Management
New York
$9.58M +$9.78M +104,719 New
PWM
48
Paulson Wealth Management
Illinois
$9.18M -$6.12M -65,591 -40%
NAM
49
NTV Asset Management
West Virginia
$8.91M -$324K -3,470 -3%
WA
50
Win Advisors
Florida
$8.84M +$9.01M +96,539 New