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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
51
Bensler
Washington
$8.65M +$621K +9,537 +8%
CWM
52
Calamos Wealth Management
Illinois
$8.5M +$6.88M +105,717 +401%
SIM
53
SSI Investment Management
California
$8.46M -$7.94K -122 -0.1%
NAM
54
NTV Asset Management
West Virginia
$8.14M -$143K -2,196 -2%
HA
55
Harfst & Associates
Wyoming
$7.86M -$804K -12,345 -9%
Legacy Financial Group (Iowa)
56
Legacy Financial Group (Iowa)
Iowa
$7.77M +$282K +4,333 +4%
OC
57
Oppenheimer & Co
New York
$7.64M -$392K -6,025 -5%
MWM
58
Modera Wealth Management
New Jersey
$7.59M -$69.3K -1,064 -0.9%
BCM
59
Bluefin Capital Management
New York
$7.54M +$4.08M +62,639 +115%
Creative Planning
60
Creative Planning
Kansas
$7.54M +$53.3K +818 +0.7%
RJA
61
Raymond James & Associates
Florida
$7.42M -$364K -5,596 -5%
PWM
62
Paulson Wealth Management
Illinois
$7.32M -$2.39M -36,668 -24%
KWM
63
Kingsview Wealth Management
Oregon
$6.84M +$3.46M +53,137 +100%
WCM
64
Windsor Capital Management
Arizona
$6.58M -$261K -4,004 -4%
SPIA
65
Steward Partners Investment Advisory
New York
$5.98M +$136K +2,096 +2%
Calamos Advisors
66
Calamos Advisors
Illinois
$5.36M +$5.42M +83,262 New
TFA
67
Transamerica Financial Advisors
Florida
$5.31M -$1.39M -21,300 -21%
BFG
68
Baron Financial Group
New Jersey
$5.25M +$16.9K +260 +0.3%
HighTower Advisors
69
HighTower Advisors
Illinois
$5.09M +$3.16M +48,525 +158%
ONST
70
Old North State Trust
North Carolina
$5.08M +$111K +1,703 +2%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$4.99M +$2.3M +35,394 +84%
CAG
72
Csenge Advisory Group
Florida
$4.88M -$555K -8,519 -10%
CWM
73
Congress Wealth Management
Massachusetts
$4.6M
YC
74
Yarbrough Capital
Tennessee
$4.59M
MSL
75
Mackay Shields LLC
New York
$4.55M +$4.61M +70,790 New