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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Legacy Financial Group (Iowa)
126
Legacy Financial Group (Iowa)
Iowa
$4.32M +$3.94M +52,230 New
CF
127
Centaurus Financial
California
$4.17M +$2.07M +27,384 +119%
EAMA
128
EFG Asset Management (Americas)
Florida
$4.13M -$217K -2,879 -5%
MPPLM
129
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.02M +$2.13M +28,249 +139%
BDWCC
130
B&D White Capital Company
Texas
$3.96M +$3.61M +47,786 New
FANJ
131
Financial Architects (New Jersey)
New Jersey
$3.81M -$33.4K -443 -1%
VAG
132
VisionPoint Advisory Group
Texas
$3.74M +$1.62M +21,399 +90%
SIM
133
SSI Investment Management
California
$3.73M -$317K -4,206 -9%
PCIA
134
Prime Capital Investment Advisors
Kansas
$3.65M -$683K -9,053 -17%
KA
135
Kovack Advisors
Florida
$3.62M +$2.03M +26,854 +159%
OPWM
136
Oxinas Partners Wealth Management
Indiana
$3.46M +$3.15M +41,765 New
NEPWA
137
New England Private Wealth Advisors
Massachusetts
$3.44M -$1.3M -17,195 -29%
Mirae Asset Global Investments
138
Mirae Asset Global Investments
South Korea
$3.41M +$702K +9,300 +29%
CAN
139
Claraphi Advisory Network
United States
$3.4M +$259K +3,428 +9%
William Blair & Company
140
William Blair & Company
Illinois
$3.37M +$925K +12,262 +43%
CL
141
CIM LLC
New York
$3.26M -$37.5K -497 -1%
WB
142
Webster Bank
Connecticut
$3.25M -$2.49K -33 -0.1%
RA
143
RFG Advisory
Alabama
$3.22M +$286K +3,791 +11%
Nomura Asset Management
144
Nomura Asset Management
Japan
$3.17M +$520K +6,890 +22%
CG
145
Cynosure Group
Utah
$3.15M – – –
LSA
146
L & S Advisors
California
$3.1M +$2.82M +37,384 New
GWM
147
Geneos Wealth Management
Colorado
$3.06M +$116K +1,531 +4%
FPS
148
Fieldpoint Private Securities
Connecticut
$3.06M +$50.5K +669 +2%
BSAM
149
Blue Sky Asset Management
Colorado
$2.95M -$1.74M -22,996 -40%
TW
150
Transform Wealth
Colorado
$2.89M +$2.64M +34,956 New