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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DJYG
101
David J. Yvars Group
Florida
$6.01M +$5.48M +72,552 New
MWM
102
Modera Wealth Management
New Jersey
$5.75M -$345K -4,572 -6%
ONST
103
Old North State Trust
North Carolina
$5.69M -$101K -1,338 -2%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$5.69M -$98.3K -1,303 -2%
CCP
105
Cardan Capital Partners
Colorado
$5.58M +$282K +3,741 +6%
JP Morgan Chase
106
JP Morgan Chase
New York
$5.54M +$569K +7,534 +13%
HH
107
Hilltop Holdings
Texas
$5.48M +$4.03M +53,370 +418%
Wellington Management Group
108
Wellington Management Group
Massachusetts
$5.42M
AG
109
Appleton Group
Wisconsin
$5.37M -$63.6K -843 -1%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.36M +$1.02M +13,459 +26%
PWM
111
Paulson Wealth Management
Illinois
$5.13M -$369K -4,889 -7%
CAG
112
Csenge Advisory Group
Florida
$5.11M +$113K +1,502 +2%
Citadel Advisors
113
Citadel Advisors
Florida
$5.11M +$4.66M +61,739 New
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$5.06M +$4.61M +61,100 New
PBF
115
Petix & Botte Financial
California
$5.06M -$174K -2,304 -4%
AWA
116
Arete Wealth Advisors
Illinois
$4.98M -$738K -9,783 -14%
AI
117
Atria Investments
North Carolina
$4.87M +$2.65M +35,121 +148%
FSA
118
Financial Services Advisory
Maryland
$4.85M +$4.42M +58,574 New
SFS
119
Sowell Financial Services
Arkansas
$4.76M +$1.41M +18,626 +48%
FIG
120
FundX Investment Group
California
$4.69M +$4.01M +53,187 +1,516%
AGA
121
Arkos Global Advisors
Texas
$4.69M -$1.07M -14,189 -20%
CAL
122
Capital Analysts LLC
Pennsylvania
$4.49M -$350K -4,639 -8%
DI
123
Disciplined Investments
Oklahoma
$4.48M +$11.6K +154 +0.3%
TA
124
TFG Advisers
Michigan
$4.47M -$18.7K -248 -0.5%
AFWM
125
AMJ Financial Wealth Management
Virginia
$4.38M +$3.99M +52,859 New