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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
126
Lazard Asset Management
New York
$482K
FIM
127
Freedom Investment Management
Connecticut
$412K +$11K +254 +3%
NFG
128
Next Financial Group
Texas
$402K +$10.8K +250 +3%
TAG
129
Tactical Allocation Group
Michigan
$400K -$2.13K -49 -0.5%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$369K -$832K -19,162 -69%
EWM
131
Evercore Wealth Management
New York
$364K -$54.2K -1,250 -13%
CFA
132
Cahill Financial Advisors
Minnesota
$352K +$348K +8,029 New
CPA
133
Court Place Advisors
Maryland
$339K -$81.7K -1,883 -20%
PCM
134
Palisade Capital Management
New Jersey
$339K +$335K +7,726 New
AI
135
Atria Investments
North Carolina
$337K +$119K +2,747 +56%
RIA
136
Regal Investment Advisors
Michigan
$329K -$825 -19 -0.3%
CWM
137
Cabot Wealth Management
Massachusetts
$325K -$423K -9,744 -57%
WS
138
Wedbush Securities
California
$324K -$1.74K -40 -0.5%
CRC
139
Curi RMB Capital
Illinois
$319K +$316K +7,283 New
DWA
140
Dorsey Wright & Associates
California
$317K +$26.9K +621 +9%
SBH
141
Segall Bryant & Hamill
Illinois
$307K
SAM
142
SignalPoint Asset Management
Missouri
$305K -$12.3K -284 -4%
BJ
143
Brouwer & Janachowski
California
$304K -$49.6K -1,142 -14%
SG
144
Strid Group
Pennsylvania
$298K
BWM
145
BerganKDV Wealth Management
Minnesota
$297K
MAS
146
Madden Advisory Services
Florida
$295K +$7.72K +178 +3%
MC
147
Moors & Cabot
Massachusetts
$289K +$286K +6,586 New
JWM
148
Jacobus Wealth Management
Wisconsin
$283K
RJT
149
Raymond James Trust
Florida
$283K
VA
150
Valmark Advisers
Ohio
$260K