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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
51
Kingsview Wealth Management
Oregon
$12.7M -$1.31M -12,607 -10%
MML Investors Services
52
MML Investors Services
Massachusetts
$12.2M +$1.79M +17,233 +18%
OAM
53
Oppenheimer Asset Management
New York
$12.2M +$11.7M +112,765 New
FTA
54
Financial & Tax Architects
Missouri
$11.6M +$225K +2,175 +2%
PWM
55
Paulson Wealth Management
Illinois
$10.7M -$72.9K -703 -0.7%
NAM
56
NTV Asset Management
West Virginia
$10.5M +$26.9K +260 +0.3%
SIA
57
Strategic Investment Advisors
Michigan
$10.1M -$1.3M -12,569 -12%
PP
58
Paladin Partners
Wisconsin
$9.53M -$202K -1,953 -2%
AFS
59
Anderson Financial Strategies
Ohio
$9.48M -$524K -5,059 -5%
TD Asset Management
60
TD Asset Management
Ontario, Canada
$9.47M +$6.22M +60,000 +216%
SPIA
61
Steward Partners Investment Advisory
New York
$9.4M -$467K -4,510 -5%
WCM
62
Windsor Capital Management
Arizona
$8.71M -$585K -5,641 -7%
AP
63
Advisors Preferred
Maryland
$8.67M -$4.37M -42,129 -34%
Nomura Asset Management
64
Nomura Asset Management
Japan
$8.57M +$459K +4,426 +6%
Citigroup
65
Citigroup
New York
$8.24M +$962K +9,283 +14%
Kovitz Investment Group Partners
66
Kovitz Investment Group Partners
Illinois
$8.18M +$165K +1,588 +2%
WA
67
Win Advisors
Florida
$8.08M -$2.24M -21,625 -22%
Prudential Financial
68
Prudential Financial
New Jersey
$7.98M -$910K -8,777 -11%
DWS
69
Discipline Wealth Solutions
South Carolina
$7.85M -$729K -7,032 -9%
AGA
70
Arkos Global Advisors
Texas
$7.81M -$103K -997 -1%
BFG
71
Baron Financial Group
New Jersey
$7.72M -$84K -810 -1%
AAS
72
Ameritas Advisory Services
Nebraska
$7.62M +$6.63M +63,959 +958%
FB
73
Finward Bancorp
Indiana
$7.57M +$5.18K +50 +0.1%
US Bancorp
74
US Bancorp
Minnesota
$7.51M +$351K +3,383 +5%
JMBA
75
J. M. Brown & Associates
Oklahoma
$7.51M +$7.22M +69,628 New