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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
51
Huntington National Bank
Ohio
$12.2M
RJFSA
52
Raymond James Financial Services Advisors
Florida
$11.9M -$2.38M -35,379 -17%
HHRDM
53
H&H Retirement Design & Management
Nevada
$11.9M -$1.19M -17,656 -10%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$11.6M -$31.8K -473 -0.3%
SI
55
Stephens Inc
Arkansas
$11.3M -$381K -5,663 -3%
AWS
56
Atria Wealth Solutions
New York
$10.5M +$6.46M +96,055 +179%
B
57
Bensler
Washington
$10.4M +$566K +8,426 +6%
State of Tennessee, Department of Treasury
58
State of Tennessee, Department of Treasury
Tennessee
$10.4M
AP
59
Advisors Preferred
Maryland
$9.28M +$4.17M +62,096 +89%
LAM
60
Lifestyle Asset Management
Texas
$9.25M +$8.89M +132,242 New
PBF
61
Petix & Botte Financial
California
$9.12M +$4.44M +65,978 +102%
CI
62
Conning Inc
Connecticut
$9.09M +$6.05M +90,000 +225%
BAM
63
BTS Asset Management
Massachusetts
$8.81M +$8.05M +119,719 +1,922%
PWM
64
Paulson Wealth Management
Illinois
$8.58M +$166K +2,469 +2%
NAM
65
NTV Asset Management
West Virginia
$8.57M -$85.9K -1,277 -1%
OC
66
Oppenheimer & Co
New York
$8.37M +$283K +4,214 +4%
ANTB
67
AMG National Trust Bank
Colorado
$8.34M -$1.71M -25,504 -18%
BHWA
68
Beacon Harbor Wealth Advisors
Virginia
$8.32M +$8M +118,983 New
EC
69
Elequin Capital
New York
$7.94M +$7.63M +113,564 New
Creative Planning
70
Creative Planning
Kansas
$7.74M -$4.97K -74 -0.1%
HA
71
Harfst & Associates
Wyoming
$7.68M -$536K -7,973 -7%
WCM
72
Windsor Capital Management
Arizona
$7.29M +$69.6K +1,035 +1%
ML
73
McAdam LLC
Pennsylvania
$7.09M +$746K +11,099 +12%
MWM
74
Modera Wealth Management
New Jersey
$7.01M -$25.8K -384 -0.4%
PA
75
PFG Advisors
Arizona
$6.93M +$875K +13,010 +15%