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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
51
Bessemer Group
New Jersey
$7.64M -$372K -7,100 -5%
MLM
52
Mount Lucas Management
Pennsylvania
$7.4M +$791K +15,103 +12%
OC
53
Oppenheimer & Co
New York
$7.2M +$18.9K +361 +0.3%
TW
54
Towerpoint Wealth
California
$6.9M +$266K +5,077 +4%
GIM
55
Goelzer Investment Management
Indiana
$6.31M +$527K +10,058 +9%
RWA
56
River Wealth Advisors
Pennsylvania
$6.04M +$394K +7,518 +7%
Jane Street
57
Jane Street
New York
$5.79M +$5.73M +109,435 New
Creative Planning
58
Creative Planning
Kansas
$5.57M -$88.7K -1,694 -2%
CAN
59
Claraphi Advisory Network
United States
$5.34M -$3.32M -63,342 -39%
BTS
60
BB&T Securities
Virginia
$5.34M -$393K -7,502 -7%
NAM
61
NTV Asset Management
West Virginia
$5.29M +$639K +12,200 +14%
AG
62
Appleton Group
Wisconsin
$5.23M -$65.4K -1,248 -1%
MBT
63
Montecito Bank & Trust
California
$5.16M +$13.1K +251 +0.3%
WSTAM
64
Wilbanks Smith & Thomas Asset Management
Virginia
$5.1M -$144K -2,757 -3%
PCIA
65
Prime Capital Investment Advisors
Kansas
$5.09M +$2.5M +47,712 +98%
TW
66
Transform Wealth
Colorado
$5.07M +$5.02M +95,806 New
HH
67
Hilltop Holdings
Texas
$4.95M -$219K -4,185 -4%
CWM
68
Capital Wealth Management
Rhode Island
$4.71M -$150K -2,857 -3%
KCM
69
Karp Capital Management
California
$4.69M +$805K +15,376 +21%
CPIG
70
Chicago Partners Investment Group
Illinois
$4.63M +$13K +249 +0.3%
IWA
71
IBEX Wealth Advisors
New Jersey
$4.52M +$23.5K +449 +0.5%
ML
72
McAdam LLC
Pennsylvania
$4.52M +$362K +6,921 +9%
SIAP
73
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.32M -$272K -5,191 -6%
FWM
74
FFT Wealth Management
Pennsylvania
$4.2M -$4.4K -84 -0.1%
MPPLM
75
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.16M -$2.28M -43,574 -36%