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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFWM
101
AMJ Financial Wealth Management
Virginia
$4M +$4.05M +51,338 New
HFA
102
Hershey Financial Advisers
Pennsylvania
$3.97M +$4.02M +50,921 New
HighTower Advisors
103
HighTower Advisors
Illinois
$3.96M +$66K +837 +2%
NFG
104
Norris Financial Group
South Carolina
$3.96M +$4.01M +50,839 New
OPWM
105
Oxinas Partners Wealth Management
Indiana
$3.87M +$3.92M +49,689 New
SC
106
Sykon Capital
New York
$3.86M +$934K +11,848 +31%
GWM
107
Geneos Wealth Management
Colorado
$3.79M +$47K +596 +1%
CPIG
108
Chicago Partners Investment Group
Illinois
$3.68M -$286K -3,623 -7%
WB
109
WesBanco Bank
West Virginia
$3.62M +$13K +165 +0.4%
Kovitz Investment Group Partners
110
Kovitz Investment Group Partners
Illinois
$3.57M +$3.61M +45,738 New
JFG
111
Jefferies Financial Group
New York
$3.35M +$17.3K +219 +0.5%
Citigroup
112
Citigroup
New York
$3.33M +$32.6K +413 +1%
CL
113
CIM LLC
New York
$3.31M +$46.1K +584 +1%
FIA
114
Foundations Investment Advisors
Arizona
$3.27M +$2.76M +35,057 +502%
TA
115
TFG Advisers
Michigan
$3.2M -$113K -1,436 -3%
Mariner
116
Mariner
Kansas
$3.19M +$2.53M +32,068 +362%
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$3.1M +$3.06M +38,762 New
IP
118
Ignite Planners
California
$3.01M +$21.9K +278 +0.7%
Capstone Investment Advisors
119
Capstone Investment Advisors
New York
$3.01M -$3.52M -44,700 -54%
AWAU
120
Alliance Wealth Advisors (Utah)
Utah
$2.97M -$685K -8,684 -19%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$2.7M -$606K -7,686 -18%
WA
122
Waverly Advisors
Alabama
$2.7M -$244K -3,098 -8%
PCA
123
Prosperity Capital Advisors
Ohio
$2.66M +$2.69M +34,109 New
MLM
124
Mount Lucas Management
Pennsylvania
$2.64M -$161K -2,044 -6%
KAS
125
Kestra Advisory Services
Texas
$2.62M -$145K -1,834 -5%