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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
$4.43M -$133K -2,036 -3%
CPIG
77
Chicago Partners Investment Group
Illinois
$4.38M +$270K +4,145 +7%
DJYG
78
David J. Yvars Group
Florida
$4.36M +$33.1K +508 +0.8%
OWA
79
Octavia Wealth Advisors
Ohio
$4.33M -$112K -1,721 -2%
LCWP
80
Legacy Capital Wealth Partners
Arkansas
$4.17M -$18.8K -288 -0.4%
AWAU
81
Alliance Wealth Advisors (Utah)
Utah
$4.07M +$4.12M +63,330 New
FHB
82
First Hawaiian Bank
Hawaii
$3.97M
SIAP
83
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.95M -$432K -6,635 -10%
AWS
84
Atria Wealth Solutions
New York
$3.83M -$350K -5,370 -8%
PAS
85
Park Avenue Securities
New York
$3.83M +$311K +4,779 +9%
DAS
86
Dynamic Advisor Solutions
Arizona
$3.8M +$833K +12,800 +28%
JP Morgan Chase
87
JP Morgan Chase
New York
$3.63M -$367K -5,641 -9%
AI
88
Atria Investments
North Carolina
$3.58M +$852K +13,090 +31%
EAMA
89
EFG Asset Management (Americas)
Florida
$3.49M -$91.8K -1,410 -3%
AWM
90
AE Wealth Management
Kansas
$3.45M +$1.29M +19,883 +59%
William Blair & Company
91
William Blair & Company
Illinois
$3.41M +$196K +3,005 +6%
GM
92
GeoWealth Management
Illinois
$3.33M -$3.19M -48,980 -49%
TA
93
TFG Advisers
Michigan
$3.24M -$13.6K -209 -0.4%
Citigroup
94
Citigroup
New York
$3.13M -$149K -2,296 -5%
BCM
95
Beaumont Capital Management
Massachusetts
$3.09M +$2.9M +44,582 +1,314%
Mariner
96
Mariner
Kansas
$2.97M +$2.65M +40,723 +750%
CI
97
Cavalier Investments
Georgia
$2.91M -$155K -2,386 -5%
MI
98
Moneywise Inc
Virginia
$2.84M -$1.85M -28,490 -39%
HIM
99
Hanlon Investment Management
New Jersey
$2.8M +$18.9K +291 +0.7%
RAM
100
Riggs Asset Management
Pennsylvania
$2.78M -$3.96M -60,888 -58%