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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
126
Jacobus Wealth Management
Wisconsin
$344K
NA
127
Navellier & Associates
Nevada
$302K +$29.6K +589 +11%
DADC
128
D.A. Davidson & Co
Montana
$297K
BTS
129
BB&T Securities
Virginia
$280K +$49.4K +981 +21%
BFEC
130
Benjamin F. Edwards & Company
Missouri
$276K +$16.2K +321 +6%
GIA
131
Granite Investment Advisors
New Hampshire
$259K
PWM
132
ParenteBeard Wealth Management
Pennsylvania
$259K +$1.26K +25 +0.5%
KWMG
133
King Wealth Management Group
Florida
$247K +$251K +4,980 New
RJT
134
Raymond James Trust
Florida
$245K -$554 -11 -0.2%
SAM
135
SignalPoint Asset Management
Missouri
$242K -$20.3K -403 -8%
PMFA
136
Plante Moran Financial Advisors
Michigan
$242K +$245K +4,870 New
EC
137
Estate Counselors
Wisconsin
$232K -$27.7K -550 -11%
EWM
138
Evercore Wealth Management
New York
$228K
LW
139
Linscomb Wealth
Texas
$227K -$10.9K -216 -5%
BUB
140
BBVA USA Bancshares
Texas
$227K
CWM
141
Cabot Wealth Management
Massachusetts
$221K
VA
142
Valmark Advisers
Ohio
$213K -$44.4K -883 -17%
MAS
143
Madden Advisory Services
Florida
$207K +$87.1K +1,730 +71%
Creative Planning
144
Creative Planning
Kansas
$207K +$87.6K +1,741 +72%
FHC
145
First Heartland Consultants
Missouri
$206K -$2.06K -41 -1%
AW
146
ACG Wealth
Georgia
$200K -$12.5K -249 -6%
EAMA
147
EFG Asset Management (Americas)
Florida
$151K -$73.6K -1,462 -33%
MAA
148
Managed Account Advisors
New Jersey
$142K +$144K +2,858 New
BCI
149
Brinker Capital Investments
Pennsylvania
$107K +$57K +1,133 +112%
SCA
150
Strategic Capital Alternatives
United States
$106K +$108K +2,142 New