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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Athanor Capital
New York
$16.7M -$8.65M -100,000 -33%
JIR
52
James Investment Research
Ohio
$16.5M +$790K +9,137 +5%
JWM
53
Jackson Wealth Management
Florida
$16.5M +$17.1M +197,503 New
Creative Planning
54
Creative Planning
Kansas
$15.6M -$202K -2,332 -1%
RWA
55
River Wealth Advisors
Pennsylvania
$14.5M +$580K +6,704 +4%
AA
56
Advisory Alpha
Michigan
$14.5M +$15.1M +174,172 New
HighTower Advisors
57
HighTower Advisors
Illinois
$14.3M +$2.03M +23,475 +16%
SI
58
Stephens Inc
Arkansas
$13.5M -$1.79M -20,668 -11%
WPW
59
Waldron Private Wealth
Pennsylvania
$13.2M +$142K +1,637 +1%
HIM
60
Hanlon Investment Management
New Jersey
$13.1M -$2.66M -30,765 -16%
Qube Research & Technologies (QRT)
61
Qube Research & Technologies (QRT)
United Kingdom
$13M -$14.6M -168,951 -52%
NAM
62
NTV Asset Management
West Virginia
$12.8M -$303K -3,503 -2%
MML Investors Services
63
MML Investors Services
Massachusetts
$12.5M -$320K -3,696 -2%
OPS
64
Orion Portfolio Solutions
Nebraska
$12.5M +$3.33M +38,487 +35%
XF
65
XML Financial
Maryland
$11.9M -$30.7K -355 -0.2%
MBT
66
Montecito Bank & Trust
California
$11.9M -$440K -5,092 -3%
CCP
67
Cardan Capital Partners
Colorado
$11.7M +$6.27M +72,474 +108%
UIA
68
UBP Investment Advisors
Switzerland
$11.1M +$300K +3,472 +3%
OWA
69
Octavia Wealth Advisors
Ohio
$11M +$1.17M +13,528 +11%
RJA
70
Raymond James & Associates
Florida
$10.7M -$1.09M -12,619 -9%
HW
71
Hedeker Wealth
Illinois
$10.5M -$85.1K -984 -0.8%
BRWM
72
B. Riley Wealth Management
Tennessee
$10.4M +$4.41M +50,973 +63%
EH
73
Equitable Holdings
New York
$9.09M +$337K +3,896 +4%
SPIA
74
Steward Partners Investment Advisory
New York
$8.96M +$855K +9,890 +10%
ML
75
McAdam LLC
Pennsylvania
$8.83M -$110K -1,271 -1%