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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
76
Clark Capital Management Group
Pennsylvania
$3.12M +$304K +6,432 +11%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$3.05M +$462K +9,759 +18%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$3.05M -$1.4M -29,626 -32%
FFSOTS
79
Fiduciary Financial Services of The Southwest
Texas
$3.02M +$178K +3,758 +6%
GFPC
80
Global Financial Private Capital
Florida
$2.92M +$2.87M +60,774 New
Wellington Management Group
81
Wellington Management Group
Massachusetts
$2.88M
AIM
82
Advantage Investment Management
Iowa
$2.67M -$9.86M -208,386 -79%
LP
83
LGL Partners
Pennsylvania
$2.63M +$357K +7,552 +16%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$2.61M -$455K -9,623 -15%
ML
85
McAdam LLC
Pennsylvania
$2.5M -$166K -3,509 -6%
FCAG
86
First Capital Advisors Group
New Jersey
$2.42M -$33.3K -704 -1%
BA
87
BKS Advisors
Michigan
$2.4M -$1.66K -35 -0.1%
OAM
88
Occidental Asset Management
California
$2.37M +$1.15M +24,275 +97%
Mackenzie Financial
89
Mackenzie Financial
Ontario, Canada
$2.34M
Invesco
90
Invesco
Georgia
$2.29M +$315K +6,663 +16%
AI
91
Atria Investments
North Carolina
$2.23M +$1.75M +37,050 +400%
FPS
92
Fieldpoint Private Securities
Connecticut
$2.19M +$2.15M +45,555 New
PTC
93
Private Trust Company
Ohio
$2.18M +$45.1K +954 +2%
PWMAG
94
Pinnacle Wealth Management Advisory Group
New Jersey
$2.13M +$34.3K +725 +2%
EAMA
95
EFG Asset Management (Americas)
Florida
$2.12M +$1.34M +28,399 +181%
ICOA
96
Investment Centers of America
North Dakota
$2.11M -$9.22K -195 -0.4%
BCM
97
Brookstone Capital Management
Illinois
$2.07M -$953K -20,159 -32%
MHS
98
M Holdings Securities
Oregon
$2.04M +$2.01M +42,506 New
NEPWA
99
New England Private Wealth Advisors
Massachusetts
$2.04M +$18.4K +390 +0.9%
SFP
100
Shepherd Financial Partners
Massachusetts
$1.99M -$23.6K -498 -1%