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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$15.7M +$6.82M +90,348 +91%
JIR
52
James Investment Research
Ohio
$15.7M +$260K +3,443 +2%
HIM
53
Hanlon Investment Management
New Jersey
$15.6M +$6.45M +85,406 +84%
SI
54
Stephens Inc
Arkansas
$15.1M -$1.74M -23,114 -11%
RWA
55
River Wealth Advisors
Pennsylvania
$13.9M +$1.02M +13,542 +9%
HPWA
56
Hall Private Wealth Advisors
North Carolina
$13.8M +$12.6M +166,294 New
KAS
57
Kestra Advisory Services
Texas
$13.6M +$2.25M +29,814 +22%
NAM
58
NTV Asset Management
West Virginia
$13M -$362K -4,793 -3%
WPW
59
Waldron Private Wealth
Pennsylvania
$13M -$8.45M -111,962 -42%
MML Investors Services
60
MML Investors Services
Massachusetts
$12.7M +$420K +5,566 +4%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$12.5M +$10.9M +144,463 +2,068%
MBT
62
Montecito Bank & Trust
California
$12.3M -$146K -1,931 -1%
HighTower Advisors
63
HighTower Advisors
Illinois
$12.3M +$4.61M +61,014 +70%
XF
64
XML Financial
Maryland
$11.9M +$264K +3,494 +2%
RJA
65
Raymond James & Associates
Florida
$11.6M -$2.38M -31,467 -18%
BAM
66
BTS Asset Management
Massachusetts
$11.4M +$9.39M +124,448 +965%
SEI Investments
67
SEI Investments
Pennsylvania
$11.2M +$49.1K +651 +0.5%
UIA
68
UBP Investment Advisors
Switzerland
$10.8M +$4.69M +62,089 +91%
GIM
69
Goelzer Investment Management
Indiana
$10.7M -$229K -3,031 -2%
HW
70
Hedeker Wealth
Illinois
$10.5M +$9.57M +126,779 New
NC
71
NewSquare Capital
Pennsylvania
$10.4M -$870K -11,533 -8%
OWA
72
Octavia Wealth Advisors
Ohio
$9.85M +$8.98M +118,940 New
AP
73
Advisors Preferred
Maryland
$9.68M +$7.71M +102,181 +664%
GFG
74
Greystone Financial Group
Michigan
$9.54M +$7.94M +105,185 New
TW
75
Towerpoint Wealth
California
$9.24M -$839K -11,112 -9%