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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$9.08M +$165K +1,917 +2%
Schroder Investment Management Group
77
Schroder Investment Management Group
United Kingdom
$8.92M
Legacy Financial Group (Iowa)
78
Legacy Financial Group (Iowa)
Iowa
$8.91M +$1.14M +13,178 +14%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$8.9M +$353K +4,093 +4%
HI
80
Horizon Investments
North Carolina
$8.87M -$816K -9,462 -8%
MIM
81
Morningstar Investment Management
Illinois
$8.66M
PAG
82
Private Advisor Group
New Jersey
$8.41M +$907K +10,511 +12%
Wellington Management Group
83
Wellington Management Group
Massachusetts
$7.64M +$500K +5,800 +7%
WCM
84
Windsor Capital Management
Arizona
$7.63M +$55K +637 +0.7%
BRWM
85
B. Riley Wealth Management
Tennessee
$7.63M -$262K -3,042 -3%
PWM
86
Paulson Wealth Management
Illinois
$7.59M +$2.16M +24,985 +39%
KWM
87
Kingsview Wealth Management
Oregon
$7.46M +$502K +5,824 +7%
TCM
88
Tradewinds Capital Management
Washington
$6.88M +$3.11M +36,013 +81%
DJYG
89
David J. Yvars Group
Florida
$6.87M +$202K +2,346 +3%
RAM
90
Riggs Asset Management
Pennsylvania
$6.8M +$79.2K +918 +1%
BFG
91
Baron Financial Group
New Jersey
$6.72M -$53.9K -625 -0.8%
AI
92
Atria Investments
North Carolina
$6.25M +$4.15M +48,104 +191%
JP Morgan Chase
93
JP Morgan Chase
New York
$6.2M +$422K +4,895 +7%
MWM
94
Modera Wealth Management
New Jersey
$5.94M +$493K +5,714 +9%
PI
95
PFS Investments
Georgia
$5.92M -$355K -4,118 -6%
CPIG
96
Chicago Partners Investment Group
Illinois
$5.86M -$337K -3,911 -6%
SIAP
97
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.78M -$29.7K -344 -0.5%
MLM
98
Mount Lucas Management
Pennsylvania
$5.51M -$555K -6,434 -9%
DI
99
Disciplined Investments
Oklahoma
$5.48M +$237K +2,743 +4%
Citigroup
100
Citigroup
New York
$5.37M -$1.17M -13,516 -18%