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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
126
Robertson Stephens Wealth Management
California
$1.74M +$534K +10,070 +44%
SFS
127
Sowell Financial Services
Arkansas
$1.71M +$1.72M +32,525 New
EFSCE
128
Enterprise Financial Services Corp (EFSC)
Missouri
$1.67M -$248K -4,684 -13%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$1.66M
FNC
130
First National Corp
Massachusetts
$1.61M +$98.2K +1,852 +6%
JP Morgan Chase
131
JP Morgan Chase
New York
$1.6M +$10.4K +196 +0.6%
CRC
132
Curi RMB Capital
Illinois
$1.58M +$563K +10,618 +54%
VCM
133
Virtue Capital Management
Tennessee
$1.58M +$679K +12,814 +74%
FHC
134
First Heartland Consultants
Missouri
$1.57M -$132K -2,496 -8%
Allianz Asset Management
135
Allianz Asset Management
Germany
$1.55M +$1.58M +29,803 New
GWM
136
Geneos Wealth Management
Colorado
$1.54M +$32.3K +610 +2%
BAM
137
Belpointe Asset Management
Nevada
$1.53M +$268K +5,063 +21%
APA
138
American Portfolios Advisors
New York
$1.44M -$54.8K -1,033 -4%
PFS
139
Prospera Financial Services
Texas
$1.43M -$98.3K -1,855 -6%
SAS
140
Sage Advisory Services
Texas
$1.39M +$660K +12,458 +89%
AI
141
Atria Investments
North Carolina
$1.37M +$869K +16,383 +170%
SCM
142
Stonehearth Capital Management
Massachusetts
$1.34M -$725K -13,673 -35%
GP
143
Geneva Partners
Wisconsin
$1.32M +$3.82K +72 +0.3%
IWM
144
IHT Wealth Management
Illinois
$1.32M -$159K -3,003 -11%
PI
145
PFS Investments
Georgia
$1.28M +$165K +3,112 +15%
MWM
146
Merriman Wealth Management
Washington
$1.28M -$35.5K -670 -3%
WT
147
Whittier Trust
California
$1.27M +$188K +3,550 +17%
VC
148
Voit & Company
Wisconsin
$1.26M -$14.6K -275 -1%
WP
149
WealthSource Partners
California
$1.26M -$158K -2,988 -11%
SB
150
Strategic Blueprint
Georgia
$1.25M +$354K +6,678 +39%