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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
76
Concurrent Investment Advisors
Florida
$4.79M -$109K -1,166 -2%
PFS
77
Prospera Financial Services
Texas
$4.7M -$456K -4,888 -9%
AF
78
Allworth Financial
California
$4.69M -$549K -5,878 -10%
NC
79
NewSquare Capital
Pennsylvania
$4.69M +$4.78M +51,207 New
HFA
80
Hershey Financial Advisers
Pennsylvania
$4.66M +$964K +10,330 +25%
SCM
81
Sage Capital Management
New Jersey
$4.55M +$21.9K +235 +0.5%
CPIG
82
Chicago Partners Investment Group
Illinois
$4.4M -$217K -2,328 -5%
AI
83
AXS Investments
New York
$4.26M -$361K -3,871 -8%
GCP
84
Guardian Capital (Pennsylvania)
Pennsylvania
$4.09M +$2.89M +30,914 +224%
IP
85
Indivisible Partners
Florida
$4.03M +$1.07M +11,497 +35%
IA
86
IFP Advisors
Florida
$4.01M +$164K +1,761 +4%
WB
87
WesBanco Bank
West Virginia
$3.99M -$385K -4,120 -9%
CL
88
CIM LLC
New York
$3.98M -$46.3K -496 -1%
ETC
89
Exchange Traded Concepts
Oklahoma
$3.89M +$1.7M +18,250 +75%
OPAM
90
Ocean Park Asset Management
California
$3.89M +$1.7M +18,250 +75%
NP
91
Nilsine Partners
Colorado
$3.81M +$3.53M +37,822 New
GWM
92
Geneos Wealth Management
Colorado
$3.73M -$1.22M -13,120 -24%
EI
93
EFG International
$3.7M -$23.1K -247 -0.6%
OAS
94
Optivise Advisory Services
Tennessee
$3.65M -$53.9K -577 -1%
MPPLM
95
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.56M +$3.64M +38,939 New
TFA
96
Transamerica Financial Advisors
Florida
$3.46M +$613K +6,565 +21%
SAG
97
Sentinel Advisory Group
Wisconsin
$3.45M +$3.52M +37,719 New
BRWA
98
B. Riley Wealth Advisors
Florida
$3.37M -$707K -7,578 -17%
Mariner
99
Mariner
Kansas
$3.36M +$2.03M +21,766 +146%
GGS
100
Galvin Gaustad & Stein
Arizona
$3.25M +$2.97M +31,863 +885%