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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
51
Oppenheimer & Co
New York
$7.05M -$96.5K -1,820 -1%
TW
52
Towerpoint Wealth
California
$6.99M +$244K +4,595 +4%
UCFA
53
United Capital Financial Advisors
Texas
$6.93M +$3.19M +60,172 +84%
MLM
54
Mount Lucas Management
Pennsylvania
$6.9M -$450K -8,480 -6%
RWA
55
River Wealth Advisors
Pennsylvania
$6.6M +$617K +11,635 +10%
TW
56
Transform Wealth
Colorado
$6.43M +$1.42M +26,844 +28%
GIM
57
Goelzer Investment Management
Indiana
$6.38M +$129K +2,433 +2%
State of Tennessee, Department of Treasury
58
State of Tennessee, Department of Treasury
Tennessee
$6.04M +$6.1M +115,100 New
BTS
59
BB&T Securities
Virginia
$5.91M +$599K +11,303 +11%
Creative Planning
60
Creative Planning
Kansas
$5.76M +$232K +4,372 +4%
NAM
61
NTV Asset Management
West Virginia
$5.52M +$278K +5,250 +5%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$5.24M +$5.29M +99,826 New
MBT
63
Montecito Bank & Trust
California
$5.09M -$32.2K -608 -0.6%
HH
64
Hilltop Holdings
Texas
$5.04M +$129K +2,425 +3%
Bessemer Group
65
Bessemer Group
New Jersey
$4.94M -$2.66M -50,226 -35%
ML
66
McAdam LLC
Pennsylvania
$4.85M +$375K +7,072 +8%
FGAM
67
Financial Gravity Asset Management
Texas
$4.72M +$3.11M +58,683 +187%
CPIG
68
Chicago Partners Investment Group
Illinois
$4.61M +$51.1K +964 +1%
AWM
69
AE Wealth Management
Kansas
$4.54M +$4.35M +82,013 +1,831%
BCM
70
Bluefin Capital Management
New York
$4.48M -$6.29M -118,609 -58%
IWA
71
IBEX Wealth Advisors
New Jersey
$4.46M -$19.1K -360 -0.4%
AG
72
Appleton Group
Wisconsin
$4.36M -$841K -15,870 -16%
SS
73
Simplicity Solutions
Minnesota
$4.35M +$4.4M +82,986 New
FWM
74
FFT Wealth Management
Pennsylvania
$4.17M +$1.01K +19 +0%
SIAP
75
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.14M -$145K -2,742 -3%