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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
76
River Wealth Advisors
Pennsylvania
$2.83M +$296K +6,472 +12%
Wellington Management Group
77
Wellington Management Group
Massachusetts
$2.73M +$215K +4,700 +9%
TCM
78
Tuttle Capital Management
Connecticut
$2.71M +$1.2M +26,261 +79%
FFSOTS
79
Fiduciary Financial Services of The Southwest
Texas
$2.69M +$92.9K +2,035 +4%
CCMG
80
Clark Capital Management Group
Pennsylvania
$2.66M +$100K +2,195 +4%
ML
81
McAdam LLC
Pennsylvania
$2.53M +$2.53M +55,403 New
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$2.53M +$1.05M +23,093 +72%
AIS
83
Accurate Investment Solutions
Pennsylvania
$2.48M +$2.48M +54,387 New
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$2.45M -$1.04M -22,714 -30%
TFA
85
Transamerica Financial Advisors
Florida
$2.36M -$2.82M -61,737 -54%
FCAG
86
First Capital Advisors Group
New Jersey
$2.33M +$2.33M +51,047 New
BA
87
BKS Advisors
Michigan
$2.28M -$58.2K -1,274 -2%
PFA
88
Pinnacle Family Advisors
Missouri
$2.25M +$2.25M +49,323 New
Mackenzie Financial
89
Mackenzie Financial
Ontario, Canada
$2.22M +$411K +9,000 +23%
LP
90
LGL Partners
Pennsylvania
$2.15M +$41.6K +911 +2%
JP Morgan Chase
91
JP Morgan Chase
New York
$2.04M +$338K +7,407 +20%
PTC
92
Private Trust Company
Ohio
$2.03M +$154K +3,375 +8%
ICOA
93
Investment Centers of America
North Dakota
$2.01M +$483K +10,586 +32%
PWMAG
94
Pinnacle Wealth Management Advisory Group
New Jersey
$1.98M +$61.4K +1,345 +3%
CAN
95
Cetera Advisor Networks
California
$1.97M +$1.26M +27,569 +176%
PP
96
Prudential plc
United Kingdom
$1.95M +$1.95M +42,810 New
NEPWA
97
New England Private Wealth Advisors
Massachusetts
$1.92M +$14.2K +312 +0.7%
SFP
98
Shepherd Financial Partners
Massachusetts
$1.92M +$1.92M +42,076 New
FANJ
99
Financial Architects (New Jersey)
New Jersey
$1.91M -$47.1K -1,031 -2%
Invesco
100
Invesco
Georgia
$1.87M +$245K +5,366 +15%