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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ML
126
McAdam LLC
Pennsylvania
$3.52M -$10M -96,765 -75%
CW
127
CreativeOne Wealth
Kansas
$3.49M +$645K +6,219 +24%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$3.47M -$68.6K -662 -2%
SFP
129
Strategic Financial Partners
Oregon
$3.39M +$1.26M +12,138 +63%
MWM
130
Mosley Wealth Management
California
$3.38M +$3.12M +30,065 +2,293%
MLM
131
Mount Lucas Management
Pennsylvania
$3.3M -$432K -4,164 -12%
KWA
132
Kingswood Wealth Advisors
California
$3.27M +$344K +3,319 +12%
PIA
133
Powell Investment Advisors
Florida
$3.27M +$9.33K +90 +0.3%
SA
134
Sanctuary Advisors
Indiana
$3.25M -$71.4K -689 -2%
HPM
135
Hudson Portfolio Management
New York
$3.23M +$33.7K +325 +1%
TFA
136
Transamerica Financial Advisors
Florida
$3.2M -$840K -8,104 -21%
EH
137
Equitable Holdings
New York
$3.19M -$53.7K -518 -2%
FFN
138
Focus Financial Network
Minnesota
$3.19M -$204K -1,971 -6%
PAG
139
Private Advisory Group
Washington
$3.15M +$583K +5,626 +24%
FWA
140
FOCUS Wealth Advisors
Texas
$3.12M -$14.8K -143 -0.5%
SWAG
141
Spectrum Wealth Advisory Group
California
$3.08M -$5.91M -57,050 -67%
TCMP
142
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.99M -$303K -2,925 -10%
EC
143
Elequin Capital
New York
$2.89M +$2.78M +26,815 New
Thrivent Financial for Lutherans
144
Thrivent Financial for Lutherans
Minnesota
$2.79M -$806K -7,780 -23%
PS
145
Principal Securities
Iowa
$2.76M +$170K +1,638 +7%
KAS
146
Kestra Advisory Services
Texas
$2.73M -$399K -3,846 -13%
SI
147
Stirlingshire Investments
New York
$2.71M -$5.08K -49 -0.2%
SFS
148
Sowell Financial Services
Arkansas
$2.7M -$76.8K -741 -3%
BCM
149
Brookstone Capital Management
Illinois
$2.65M +$269K +2,593 +12%
LHWM
150
Lake Hills Wealth Management
Texas
$2.6M +$2.5M +24,072 New