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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
126
J.W. Cole Advisors
Florida
$3.58M +$1.82M +17,580 +113%
ML
127
McAdam LLC
Pennsylvania
$3.52M -$10M -96,765 -75%
CW
128
CreativeOne Wealth
Kansas
$3.49M +$645K +6,219 +24%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$3.47M -$68.6K -662 -2%
SFP
130
Strategic Financial Partners
Oregon
$3.39M +$1.26M +12,138 +63%
MWM
131
Mosley Wealth Management
California
$3.38M +$3.12M +30,065 +2,293%
MLM
132
Mount Lucas Management
Pennsylvania
$3.3M -$432K -4,164 -12%
KWA
133
Kingswood Wealth Advisors
California
$3.27M +$344K +3,319 +12%
PIA
134
Powell Investment Advisors
Florida
$3.27M +$9.33K +90 +0.3%
SA
135
Sanctuary Advisors
Indiana
$3.25M -$71.4K -689 -2%
TPW
136
Talon Private Wealth
Florida
$3.23M +$630K +6,074 +25%
HPM
137
Hudson Portfolio Management
New York
$3.23M +$33.7K +325 +1%
TFA
138
Transamerica Financial Advisors
Florida
$3.2M -$840K -8,104 -21%
EH
139
Equitable Holdings
New York
$3.19M -$53.7K -518 -2%
FFN
140
Focus Financial Network
Minnesota
$3.19M -$204K -1,971 -6%
PAG
141
Private Advisory Group
Washington
$3.15M +$583K +5,626 +24%
FWA
142
FOCUS Wealth Advisors
Texas
$3.12M -$14.8K -143 -0.5%
SWAG
143
Spectrum Wealth Advisory Group
California
$3.08M -$5.91M -57,050 -67%
TCMP
144
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.99M -$303K -2,925 -10%
EC
145
Elequin Capital
New York
$2.89M +$2.78M +26,815 New
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$2.79M -$806K -7,780 -23%
PS
147
Principal Securities
Iowa
$2.76M +$170K +1,638 +7%
KAS
148
Kestra Advisory Services
Texas
$2.73M -$399K -3,846 -13%
SI
149
Stirlingshire Investments
New York
$2.71M -$5.08K -49 -0.2%
SFS
150
Sowell Financial Services
Arkansas
$2.7M -$76.8K -741 -3%