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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
126
Occidental Asset Management
California
$539K
AFP
127
Ausdal Financial Partners
Iowa
$539K +$570K +12,443 New
CPIG
128
Chicago Partners Investment Group
Illinois
$522K +$532K +11,623 +2,678%
AC
129
Alexandria Capital
Virginia
$496K -$137K -3,000 -21%
BHB
130
Bank Hapoalim BM
Israel
$494K
FA
131
FDx Advisors
Illinois
$455K +$11.8K +257 +3%
FIM
132
Freedom Investment Management
Connecticut
$431K +$49.9K +1,089 +12%
CPA
133
Court Place Advisors
Maryland
$413K +$458 +10 +0.1%
WS
134
Wedbush Securities
California
$388K -$105K -2,300 -20%
BJ
135
Brouwer & Janachowski
California
$370K -$19.1K -417 -5%
ICAS
136
Investors Capital Advisory Services
Massachusetts
$368K -$282K -6,161 -42%
EWM
137
Evercore Wealth Management
New York
$360K
RIA
138
Regal Investment Advisors
Michigan
$318K -$47.9K -1,047 -12%
RJT
139
Raymond James Trust
Florida
$302K +$98.9K +2,160 +45%
SG
140
Strid Group
Pennsylvania
$294K +$311K +6,797 New
NFG
141
Next Financial Group
Texas
$286K -$190K -4,156 -39%
JWM
142
Jacobus Wealth Management
Wisconsin
$279K
LTI
143
Laffer Tengler Investments
Tennessee
$270K
SAM
144
SignalPoint Asset Management
Missouri
$270K -$1.6K -35 -0.6%
TU
145
TDAM USA
Ontario, Canada
$264K
VA
146
Valmark Advisers
Ohio
$257K +$272K +5,931 New
BTS
147
BB&T Securities
Virginia
$254K -$346K -7,555 -56%
KWMG
148
King Wealth Management Group
Florida
$254K
MAS
149
Madden Advisory Services
Florida
$249K -$33.9K -740 -11%
SEI Investments
150
SEI Investments
Pennsylvania
$230K -$343K -7,494 -59%