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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$7.79M +$8.85M +162,729 New
BSAM
52
Blue Sky Asset Management
Colorado
$7.65M -$4.37M -80,364 -33%
SIM
53
SSI Investment Management
California
$7.37M +$8.37M +153,929 New
RWA
54
River Wealth Advisors
Pennsylvania
$6.55M +$193K +3,557 +3%
OC
55
Oppenheimer & Co
New York
$6.47M -$106K -1,942 -1%
XF
56
XML Financial
Maryland
$6.44M +$389K +7,162 +6%
GIM
57
Goelzer Investment Management
Indiana
$6.35M +$275K +5,060 +4%
TW
58
Towerpoint Wealth
California
$6.3M -$108K -1,993 -1%
JP Morgan Chase
59
JP Morgan Chase
New York
$6.11M +$5.23M +96,229 +306%
NAM
60
NTV Asset Management
West Virginia
$5.31M +$38.1K +700 +0.6%
MBT
61
Montecito Bank & Trust
California
$5.12M +$78K +1,435 +1%
Creative Planning
62
Creative Planning
Kansas
$5.07M -$312K -5,743 -5%
Allianz Asset Management
63
Allianz Asset Management
Germany
$4.84M +$721K +13,252 +15%
Citigroup
64
Citigroup
New York
$4.8M -$2.89M -53,115 -35%
ML
65
McAdam LLC
Pennsylvania
$4.79M +$180K +3,311 +3%
CPIG
66
Chicago Partners Investment Group
Illinois
$4.63M -$326K -5,997 -6%
SPIA
67
Steward Partners Investment Advisory
New York
$4.49M +$620K +11,403 +14%
BRWM
68
B. Riley Wealth Management
Tennessee
$4.16M +$3.78M +69,577 +400%
CAG
69
Csenge Advisory Group
Florida
$4.08M +$1.37M +25,157 +42%
AWM
70
AE Wealth Management
Kansas
$4M -$12.9M -236,647 -74%
MPPLM
71
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.93M +$1.74M +31,965 +64%
SL
72
Systelligence LLC
Minnesota
$3.92M +$4.46M +82,013 New
SS
73
Simplicity Solutions
Minnesota
$3.84M -$12.7M -233,254 -74%
ONST
74
Old North State Trust
North Carolina
$3.83M +$194K +3,568 +5%
IWA
75
IBEX Wealth Advisors
New Jersey
$3.83M -$227K -4,181 -5%