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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIS
76
Morningstar Investment Services
Illinois
$4.66M +$363K +7,059 +8%
NAM
77
NTV Asset Management
West Virginia
$4.65M +$1.03K +20 +0%
KF
78
Krilogy Financial
Missouri
$4.63M +$438K +8,511 +10%
RWA
79
River Wealth Advisors
Pennsylvania
$4.63M +$282K +5,484 +6%
WA
80
Winfield Associates
Ohio
$4.51M +$92.4K +1,796 +2%
EAMA
81
EFG Asset Management (Americas)
Florida
$4.49M +$899K +17,480 +27%
AIA
82
Arrow Investment Advisors
Maryland
$4.46M -$239K -4,654 -5%
MCIA
83
Mountain Capital Investment Advisors
Colorado
$4.33M -$14.8K -288 -0.3%
CAG
84
Csenge Advisory Group
Florida
$4.13M +$376K +7,315 +10%
KFA
85
Kabarec Financial Advisors
Illinois
$4.07M +$4.14M +80,398 New
NR
86
Newfound Research
Massachusetts
$4.05M +$206 +4 +0%
MLM
87
Mount Lucas Management
Pennsylvania
$4.05M -$5.92K -115 -0.1%
Allianz Asset Management
88
Allianz Asset Management
Germany
$4.05M +$4.12M +80,000 New
CRC
89
Curi RMB Capital
Illinois
$3.98M -$4.88M -94,874 -55%
NEIRG
90
New England Investment & Retirement Group
Massachusetts
$3.92M +$74.9K +1,455 +2%
TFA
91
Transamerica Financial Advisors
Florida
$3.81M -$2.51M -48,785 -39%
IA
92
IFP Advisors
Florida
$3.62M -$25.8K -502 -0.7%
CPIG
93
Chicago Partners Investment Group
Illinois
$3.6M +$803K +15,606 +28%
FFSOTS
94
Fiduciary Financial Services of The Southwest
Texas
$3.54M +$32.4K +630 +0.9%
Wellington Management Group
95
Wellington Management Group
Massachusetts
$3.38M +$365K +7,100 +12%
SAM
96
Stringer Asset Management
Tennessee
$3.31M +$3.36M +65,359 New
LP
97
LGL Partners
Pennsylvania
$3.29M +$1.02M +19,914 +44%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$3.26M -$2.73M -52,988 -45%
BTS
99
BB&T Securities
Virginia
$3.09M -$8.01M -155,690 -72%
PTC
100
Private Trust Company
Ohio
$3.05M +$201K +3,915 +7%