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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
126
Stonehage Fleming Financial Services
Jersey
$464K +$485K +9,900 New
AIM
127
Advantage Investment Management
Iowa
$454K +$474K +9,686 New
MSL
128
Mackay Shields LLC
New York
$410K +$400K +8,169 +1,443%
Creative Planning
129
Creative Planning
Kansas
$351K +$162K +3,317 +80%
WEC
130
Winslow Evans & Crocker
Massachusetts
$338K +$6.07K +124 +2%
JWM
131
Jacobus Wealth Management
Wisconsin
$325K
NFG
132
Next Financial Group
Texas
$320K -$94.1K -1,923 -22%
DADC
133
D.A. Davidson & Co
Montana
$299K +$18.6K +379 +6%
NA
134
Navellier & Associates
Nevada
$295K +$10.2K +208 +3%
KWMG
135
King Wealth Management Group
Florida
$285K +$53.9K +1,100 +22%
BTS
136
BB&T Securities
Virginia
$259K -$5.43K -111 -2%
GIA
137
Granite Investment Advisors
New Hampshire
$245K
Goldman Sachs
138
Goldman Sachs
New York
$237K +$247K +5,052 New
LA
139
LVW Advisors
New York
$234K +$245K +5,000 New
RJT
140
Raymond James Trust
Florida
$231K
SAM
141
SignalPoint Asset Management
Missouri
$230K +$1.66K +34 +0.7%
PMFA
142
Plante Moran Financial Advisors
Michigan
$228K
CFB
143
Cullen/Frost Bankers
Texas
$218K -$197K -4,029 -46%
BUB
144
BBVA USA Bancshares
Texas
$215K
LW
145
Linscomb Wealth
Texas
$215K
MAS
146
Madden Advisory Services
Florida
$206K +$11K +225 +5%
F
147
FolioMetrix
Nebraska
$204K +$208K +4,249 New
BRWA
148
B. Riley Wealth Advisors
Florida
$204K +$213K +4,348 New
JGUA
149
John G. Ullman & Associates
New York
$202K +$211K +4,300 New
BCI
150
Brinker Capital Investments
Pennsylvania
$141K +$42.2K +862 +40%