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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Paulson Wealth Management
Illinois
$8.07M +$436K +6,506 +6%
HA
52
Harfst & Associates
Wyoming
$7.89M -$293K -4,376 -4%
OC
53
Oppenheimer & Co
New York
$7.74M -$222K -3,311 -3%
Creative Planning
54
Creative Planning
Kansas
$7.42M -$433K -6,472 -6%
CAN
55
Cetera Advisor Networks
California
$7.21M -$2.81M -41,955 -28%
Legacy Financial Group (Iowa)
56
Legacy Financial Group (Iowa)
Iowa
$7.19M -$913K -13,629 -11%
WCM
57
Windsor Capital Management
Arizona
$6.92M +$61.9K +924 +0.9%
MWM
58
Modera Wealth Management
New Jersey
$6.75M -$1.16M -17,333 -15%
SPIA
59
Steward Partners Investment Advisory
New York
$6.2M -$35.3K -527 -0.6%
ML
60
McAdam LLC
Pennsylvania
$6.06M -$2.28M -34,096 -27%
RJA
61
Raymond James & Associates
Florida
$5.89M -$1.85M -27,576 -24%
PA
62
PFG Advisors
Arizona
$5.77M +$5.77M +86,103 New
BFG
63
Baron Financial Group
New Jersey
$5.5M +$28.8K +430 +0.5%
LSC
64
Logan Stone Capital
Illinois
$5.43M +$5.43M +81,022 New
ONST
65
Old North State Trust
North Carolina
$5.39M +$90.3K +1,349 +2%
PAG
66
Private Advisor Group
New Jersey
$5.1M +$272K +4,061 +6%
SIM
67
SSI Investment Management
California
$5.05M -$3.77M -56,280 -43%
JP Morgan Chase
68
JP Morgan Chase
New York
$4.97M +$1.18M +17,598 +31%
PAS
69
Park Avenue Securities
New York
$4.83M +$842K +12,575 +21%
CWM
70
Congress Wealth Management
Massachusetts
$4.79M
YC
71
Yarbrough Capital
Tennessee
$4.79M
AP
72
Advisors Preferred
Maryland
$4.67M +$4.47M +66,687 +2,095%
Mariner
73
Mariner
Kansas
$4.66M +$1.56M +23,279 +50%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$4.49M -$710K -10,599 -14%
DI
75
Disciplined Investments
Oklahoma
$4.45M -$166K -2,474 -4%