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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Modera Wealth Management
New Jersey
$7.79M +$4.1M +59,149 +96%
Legacy Financial Group (Iowa)
52
Legacy Financial Group (Iowa)
Iowa
$7.62M +$649K +9,356 +9%
Creative Planning
53
Creative Planning
Kansas
$7.49M -$205K -2,951 -2%
SG Americas Securities
54
SG Americas Securities
New York
$7.21M -$1.55M -22,300 -17%
State of Tennessee, Department of Treasury
55
State of Tennessee, Department of Treasury
Tennessee
$7.01M
CAN
56
Cetera Advisor Networks
California
$6.66M +$2.65M +38,154 +59%
WCM
57
Windsor Capital Management
Arizona
$6.63M +$799K +11,517 +13%
ML
58
McAdam LLC
Pennsylvania
$6.4M -$1.97M -28,464 -22%
RJA
59
Raymond James & Associates
Florida
$6.31M -$1.03M -14,869 -13%
JP Morgan Chase
60
JP Morgan Chase
New York
$6.07M +$1.97M +28,393 +43%
SPIA
61
Steward Partners Investment Advisory
New York
$5.95M -$520K -7,494 -8%
BFG
62
Baron Financial Group
New Jersey
$5.31M +$19.1K +275 +0.3%
PAG
63
Private Advisor Group
New Jersey
$5.11M -$528K -7,609 -9%
PCIA
64
Prime Capital Investment Advisors
Kansas
$4.62M +$844K +12,166 +20%
YC
65
Yarbrough Capital
Tennessee
$4.61M
OWA
66
Octavia Wealth Advisors
Ohio
$4.54M -$7.25M -104,479 -60%
RAM
67
Riggs Asset Management
Pennsylvania
$4.52M -$125K -1,800 -3%
WCM
68
Wavelength Capital Management
Connecticut
$4.51M -$3.79M -54,681 -44%
CWM
69
Congress Wealth Management
Massachusetts
$4.48M +$208K +3,000 +5%
DI
70
Disciplined Investments
Oklahoma
$4.47M -$51K -735 -1%
DJYG
71
David J. Yvars Group
Florida
$4.39M -$695K -10,012 -13%
SIAP
72
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.39M +$63.2K +911 +1%
MI
73
Moneywise Inc
Virginia
$4.33M -$189K -2,718 -4%
LCWP
74
Legacy Capital Wealth Partners
Arkansas
$4.22M -$26K -375 -0.6%
CPIG
75
Chicago Partners Investment Group
Illinois
$4.08M +$6.45K +93 +0.2%