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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
$4.4M +$547K +10,799 +14%
MCIA
77
Mountain Capital Investment Advisors
Colorado
$4.39M +$683K +13,495 +19%
MIS
78
Morningstar Investment Services
Illinois
$4.34M +$298K +5,888 +7%
KF
79
Krilogy Financial
Missouri
$4.24M +$67.6K +1,336 +2%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$4.2M +$228K +4,499 +6%
FPS
81
Fieldpoint Private Securities
Connecticut
$4.1M -$44.3K -875 -1%
MLM
82
Mount Lucas Management
Pennsylvania
$4.1M +$3.29M +64,971 +426%
NR
83
Newfound Research
Massachusetts
$4.09M -$672K -13,266 -14%
ACM
84
AlphaStar Capital Management
North Carolina
$4.01M +$11.4M +225,196 +402,136%
BFG
85
Barber Financial Group
Kansas
$3.93M +$3.89M +76,877 New
IWA
86
IBEX Wealth Advisors
New Jersey
$3.9M +$126K +2,495 +3%
NEIRG
87
New England Investment & Retirement Group
Massachusetts
$3.88M +$77.2K +1,526 +2%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$3.87M +$1.33M +26,321 +53%
CAG
89
Csenge Advisory Group
Florida
$3.8M +$3.77M +74,402 New
IA
90
IFP Advisors
Florida
$3.68M -$227K -4,480 -6%
FFSOTS
91
Fiduciary Financial Services of The Southwest
Texas
$3.54M -$10.7K -212 -0.3%
MHS
92
M Holdings Securities
Oregon
$3.33M +$63K +1,245 +2%
EAMA
93
EFG Asset Management (Americas)
Florida
$3.31M +$154K +3,049 +5%
PFA
94
Pinnacle Family Advisors
Missouri
$3.21M +$3.18M +62,886 New
Wellington Management Group
95
Wellington Management Group
Massachusetts
$3.05M
SG Americas Securities
96
SG Americas Securities
New York
$2.97M +$304K +6,000 +12%
PTC
97
Private Trust Company
Ohio
$2.87M +$553K +10,933 +24%
CPIG
98
Chicago Partners Investment Group
Illinois
$2.84M +$2.07M +40,845 +276%
ML
99
McAdam LLC
Pennsylvania
$2.82M +$58.8K +1,162 +2%
HIM
100
Hanlon Investment Management
New Jersey
$2.78M -$28.6M -564,768 -91%