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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
126
Next Financial Group
Texas
$481K -$39.3K -848 -7%
ICOA
127
Investment Centers of America
North Dakota
$480K +$285K +6,142 +132%
FA
128
FDx Advisors
Illinois
$459K +$476K +10,260 New
CAN
129
Cetera Advisor Networks
California
$457K +$193K +4,162 +69%
CPA
130
Court Place Advisors
Maryland
$426K -$55.4K -1,193 -11%
VFA
131
Voya Financial Advisors
Connecticut
$419K +$441K +9,515 New
BJ
132
Brouwer & Janachowski
California
$401K -$191K -4,118 -31%
RIA
133
Regal Investment Advisors
Michigan
$376K -$32.7K -704 -8%
EWM
134
Evercore Wealth Management
New York
$371K +$46.3K +998 +14%
LS
135
Lattice Strategies
Pennsylvania
$370K -$186K -3,999 -33%
WEC
136
Winslow Evans & Crocker
Massachusetts
$341K -$20.1K -434 -5%
SPC
137
Sigma Planning Corp
Michigan
$340K -$122K -2,623 -26%
MAS
138
Madden Advisory Services
Florida
$290K +$46.5K +1,002 +18%
JWM
139
Jacobus Wealth Management
Wisconsin
$288K
IPC
140
Independent Portfolio Consultants
Florida
$286K +$297K +6,400 New
SAM
141
SignalPoint Asset Management
Missouri
$281K +$17.2K +370 +6%
CAM
142
Concorde Asset Management
Michigan
$279K +$289K +6,229 New
TU
143
TDAM USA
Ontario, Canada
$273K
KWMG
144
King Wealth Management Group
Florida
$263K
DW
145
Domani Wealth
Pennsylvania
$255K +$15.5K +333 +6%
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
$239K +$9.28K +200 +4%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$238K -$15.8M -340,105 -98%
GIA
148
Granite Investment Advisors
New Hampshire
$234K
BUB
149
BBVA USA Bancshares
Texas
$228K +$24K +518 +11%
HFS
150
HL Financial Services
Kentucky
$225K -$58.1K -1,252 -20%