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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
126
Claraphi Advisory Network
United States
$3.15M -$477K -5,568 -13%
WB
127
Webster Bank
Connecticut
$3.1M -$23.3K -272 -0.7%
TW
128
Towerpoint Wealth
California
$3.06M -$62.6K -731 -2%
AWM
129
AE Wealth Management
Kansas
$2.94M -$74.9M -874,642 -96%
PBT
130
Pictet Bank & Trust
Bahamas
$2.93M -$42.8K -500 -1%
OMC
131
Overbrook Management Corp
New York
$2.87M +$68.5K +800 +2%
HPM
132
Hudson Portfolio Management
New York
$2.84M -$53.2K -621 -2%
AFWM
133
AMJ Financial Wealth Management
Virginia
$2.81M +$147K +1,712 +5%
F
134
F3Logic
Minnesota
$2.76M -$51K -595 -2%
CL
135
CIM LLC
New York
$2.73M -$14.9K -174 -0.5%
RA
136
RFG Advisory
Alabama
$2.72M +$174K +2,034 +7%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$2.69M -$6.59K -77 -0.2%
PG
138
Patten Group
Tennessee
$2.69M +$9.85K +115 +0.4%
PIA
139
Powell Investment Advisors
Florida
$2.63M +$16.4K +192 +0.6%
FWA
140
FOCUS Wealth Advisors
Texas
$2.63M +$73.6K +859 +3%
SL
141
Systelligence LLC
Minnesota
$2.61M -$20.1K -235 -0.7%
GM
142
GeoWealth Management
Illinois
$2.59M -$21.6M -252,600 -89%
SW
143
SkyOak Wealth
Michigan
$2.59M -$25K -292 -0.9%
WB
144
WesBanco Bank
West Virginia
$2.57M -$288K -3,360 -10%
CWM
145
Centric Wealth Management
Illinois
$2.56M +$327K +3,813 +14%
DAS
146
Dynamic Advisor Solutions
Arizona
$2.53M +$692K +8,085 +36%
PWP
147
Pursue Wealth Partners
California
$2.5M +$2.58M +30,155 New
RFWA
148
RPg Family Wealth Advisory
Massachusetts
$2.47M +$87.8K +1,025 +4%
MCM
149
MV Capital Management
Maryland
$2.44M -$245K -2,865 -9%
WAM
150
WealthTrust Asset Management
Florida
$2.42M +$1.7M +19,840 +212%