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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
76
Disciplined Investments
Oklahoma
$5.38M +$144K +1,876 +3%
MI
77
Moneywise Inc
Virginia
$5.36M +$1.95M +25,522 +58%
CF
78
Centaurus Financial
California
$5.21M +$1.6M +20,934 +45%
SIAP
79
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.17M -$78.9K -1,031 -2%
CWM
80
Congress Wealth Management
Massachusetts
$5.11M -$306K -4,000 -6%
LCWP
81
Legacy Capital Wealth Partners
Arkansas
$5.06M +$5.03M +65,708 New
JP Morgan Chase
82
JP Morgan Chase
New York
$5.05M -$171K -2,233 -3%
CAN
83
Cetera Advisor Networks
California
$5M +$138K +1,808 +3%
PCIA
84
Prime Capital Investment Advisors
Kansas
$4.93M -$34.3K -448 -0.7%
MBT
85
Montecito Bank & Trust
California
$4.78M -$4.55M -59,450 -49%
MWM
86
Modera Wealth Management
New Jersey
$4.73M -$715K -9,341 -13%
FHB
87
First Hawaiian Bank
Hawaii
$4.59M +$4.57M +59,713 New
EAMA
88
EFG Asset Management (Americas)
Florida
$4.55M +$263K +3,442 +6%
Bessemer Group
89
Bessemer Group
New Jersey
$4.55M -$612 -8 -0%
HW
90
Hedeker Wealth
Illinois
$4.31M -$5.04M -65,905 -54%
IWA
91
IBEX Wealth Advisors
New Jersey
$4.07M +$53K +693 +1%
Citigroup
92
Citigroup
New York
$4.01M -$818K -10,686 -17%
TA
93
TFG Advisers
Michigan
$4.01M -$4.74K -62 -0.1%
CPIG
94
Chicago Partners Investment Group
Illinois
$4M -$287K -3,746 -6%
NRI
95
NFP Retirement Inc
California
$4M +$98.9K +1,292 +3%
DWMG
96
DB Wealth Management Group
California
$3.95M -$221K -2,893 -5%
CI
97
Cavalier Investments
Georgia
$3.92M +$297K +3,879 +8%
CAG
98
Csenge Advisory Group
Florida
$3.77M -$266K -3,478 -7%
Bank of Nova Scotia
99
Bank of Nova Scotia
Ontario, Canada
$3.75M +$3.73M +48,775 New
CCM
100
Crew Capital Management
Ohio
$3.75M -$194K -2,539 -5%