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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$2.64M -$3.5M -69,077 -58%
WCM
102
Weatherstone Capital Management
Colorado
$2.63M +$2.55M +50,250 New
LI
103
Longer Investments
Arkansas
$2.59M +$2.52M +49,650 New
AFP
104
Ausdal Financial Partners
Iowa
$2.55M +$1.25M +24,581 +102%
PCIA
105
Prime Capital Investment Advisors
Kansas
$2.54M +$39.7K +783 +2%
MCM
106
MV Capital Management
Maryland
$2.47M -$2.91M -57,291 -55%
FFN
107
Focus Financial Network
Minnesota
$2.42M +$2.35M +46,309 New
WTC
108
WhitTier Trust Company
Nevada
$2.26M -$37.2K -734 -2%
SIAS
109
Shine Investment Advisory Services
Colorado
$2.2M -$71K -1,400 -3%
PTC
110
Private Trust Company
Ohio
$2.18M -$158K -3,109 -7%
COI
111
Capital One Investing
Virginia
$2.17M +$497K +9,793 +31%
HIM
112
Hotaling Investment Management
Pennsylvania
$2.11M -$368K -7,265 -15%
CWM
113
Cordatus Wealth Management
Pennsylvania
$2.1M +$2.04M +40,133 New
FANJ
114
Financial Architects (New Jersey)
New Jersey
$2.06M -$4.06K -80 -0.2%
WB
115
Webster Bank
Connecticut
$2.02M
SCM
116
Stonehearth Capital Management
Massachusetts
$2.02M +$163K +3,217 +9%
IWS
117
Insight Wealth Strategies
California
$2M +$618K +12,194 +47%
SFP
118
Shepherd Financial Partners
Massachusetts
$2M -$167K -3,300 -8%
EFSCE
119
Enterprise Financial Services Corp (EFSC)
Missouri
$1.93M +$1.87M +36,940 New
Invesco
120
Invesco
Georgia
$1.91M -$97.4K -1,920 -5%
Wellington Management Group
121
Wellington Management Group
Massachusetts
$1.88M
SFS
122
Sowell Financial Services
Arkansas
$1.88M +$549K +10,820 +43%
BA
123
BKS Advisors
Michigan
$1.87M -$102K -2,019 -5%
AFNAS
124
American Financial Network Advisory Services
California
$1.83M -$5.59M -110,171 -76%
RWP
125
RWA Wealth Partners
Massachusetts
$1.83M -$584K -11,508 -25%