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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
101
Kingsview Wealth Management
Oregon
$3.72M -$2.81M -36,764 -43%
GSWM
102
Golden State Wealth Management
California
$3.58M -$305K -3,982 -8%
KCIA
103
Kingsbury Capital Investment Advisors
Illinois
$3.57M +$3.55M +46,417 New
William Blair & Company
104
William Blair & Company
Illinois
$3.48M -$55.6K -727 -2%
FWA
105
FSC Wealth Advisors
New York
$3.45M +$3.4M +44,375 +10,693%
FANJ
106
Financial Architects (New Jersey)
New Jersey
$3.35M -$94.6K -1,237 -3%
KIA
107
Kraematon Investment Advisors
Massachusetts
$3.33M -$59.9K -783 -2%
HFS
108
Horizon Financial Services
North Carolina
$3.3M +$1.33M +17,374 +68%
JE
109
JMAC Enterprises
Pennsylvania
$3.23M -$172K -2,248 -5%
IRC
110
Investors Research Corp
Georgia
$3.15M -$38.5K -503 -1%
NA
111
NewEdge Advisors
Louisiana
$3.12M -$789K -10,313 -20%
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$3.06M -$52.9K -692 -2%
BRWA
113
B. Riley Wealth Advisors
Florida
$3.03M -$180K -2,358 -6%
RA
114
RFG Advisory
Alabama
$3.02M +$492K +6,433 +20%
Barclays
115
Barclays
United Kingdom
$2.99M -$16.8M -219,062 -85%
GWM
116
Geneos Wealth Management
Colorado
$2.95M +$19.1K +249 +0.7%
DAS
117
Dynamic Advisor Solutions
Arizona
$2.88M +$534K +6,973 +23%
OMC
118
Overbrook Management Corp
New York
$2.87M +$207K +2,705 +8%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$2.86M +$360K +4,704 +15%
HighTower Advisors
120
HighTower Advisors
Illinois
$2.83M -$2.61M -34,112 -48%
WB
121
Webster Bank
Connecticut
$2.8M -$81.3K -1,063 -3%
ACM
122
AlphaStar Capital Management
North Carolina
$2.77M +$1.02M +13,335 +59%
HPM
123
Hudson Portfolio Management
New York
$2.66M +$24.1K +315 +0.9%
CL
124
CIM LLC
New York
$2.6M -$125K -1,638 -5%
RFWA
125
RPg Family Wealth Advisory
Massachusetts
$2.51M +$213K +2,779 +9%