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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$6.05M -$63.4K -1,182 -1%
CWM
77
Capital Wealth Management
Rhode Island
$6.01M -$39.6K -738 -0.7%
AG
78
Appleton Group
Wisconsin
$5.93M -$276K -5,157 -4%
BTS
79
BB&T Securities
Virginia
$5.93M +$676K +12,620 +13%
GFPC
80
Global Financial Private Capital
Florida
$5.91M -$715K -13,343 -11%
FWM
81
FFT Wealth Management
Pennsylvania
$5.76M -$480K -8,957 -8%
Creative Planning
82
Creative Planning
Kansas
$5.68M -$497K -9,274 -8%
RWA
83
River Wealth Advisors
Pennsylvania
$5.67M +$392K +7,319 +7%
LA
84
LexAurum Advisors
Kansas
$5.37M +$1.49M +27,781 +39%
ACM
85
AlphaStar Capital Management
North Carolina
$5.31M -$2.44M -45,546 -32%
WA
86
Winfield Associates
Ohio
$5.24M +$186K +3,475 +4%
GIM
87
Goelzer Investment Management
Indiana
$5.2M +$108K +2,016 +2%
NAM
88
NTV Asset Management
West Virginia
$4.93M +$21.4K +400 +0.4%
SIAP
89
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.83M -$33K -615 -0.7%
SBL
90
Sargent Bickham Lagudis
Colorado
$4.81M +$1.62M +30,184 +51%
CAG
91
Csenge Advisory Group
Florida
$4.78M +$562K +10,478 +12%
ONST
92
Old North State Trust
North Carolina
$4.59M +$4.56M +85,118 New
IWA
93
IBEX Wealth Advisors
New Jersey
$4.47M +$242K +4,510 +6%
EAMA
94
EFG Asset Management (Americas)
Florida
$4.42M -$4.34K -81 -0.1%
AIA
95
Arrow Investment Advisors
Maryland
$4.21M +$184K +3,428 +5%
CI
96
Cavalier Investments
Georgia
$4.08M +$4.06M +75,727 New
WCM
97
Weatherstone Capital Management
Colorado
$4.01M +$3.99M +74,412 New
Mirae Asset Global Investments
98
Mirae Asset Global Investments
South Korea
$3.98M +$413K +7,713 +12%
ML
99
McAdam LLC
Pennsylvania
$3.92M +$107K +2,003 +3%
KCM
100
Karp Capital Management
California
$3.87M +$223K +4,164 +6%