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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
126
Sigma Planning Corp
Michigan
$1.7M +$211K +3,144 +14%
HWM
127
Howard Wealth Management
Connecticut
$1.7M -$13.1K -195 -0.8%
WTC
128
WhitTier Trust Company
Nevada
$1.7M -$134K -2,000 -7%
CCT
129
Capital City Trust
Florida
$1.68M
SW
130
SkyOak Wealth
Michigan
$1.67M -$12.1K -180 -0.7%
AWA
131
Aletheian Wealth Advisors
Washington
$1.64M +$658K +9,819 +67%
IA
132
IFP Advisors
Florida
$1.64M +$874K +13,047 +59%
SBWIC
133
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.64M
WB
134
Webster Bank
Connecticut
$1.58M -$118K -1,756 -7%
CWS
135
Confluence Wealth Services
Pennsylvania
$1.58M -$100K -1,493 -6%
SFS
136
Sowell Financial Services
Arkansas
$1.55M -$572K -8,540 -27%
LFASL
137
Lugano Financial Advisors SA (LFA)
Switzerland
$1.5M +$119K +1,781 +9%
AA
138
Advisory Alpha
Michigan
$1.5M -$297K -4,441 -17%
HWAM
139
Hennion & Walsh Asset Management
New Jersey
$1.49M -$546K -8,152 -27%
CFO
140
CVA Family Office
Colorado
$1.48M -$81.2K -1,212 -5%
MPPLM
141
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.47M +$1.19M +17,832 +429%
OAM
142
Occidental Asset Management
California
$1.47M -$21K -313 -1%
LMKC
143
L.M. Kohn & Company
Ohio
$1.45M -$737 -11 -0.1%
RJT
144
Raymond James Trust
Florida
$1.45M -$24.4K -365 -2%
ORC
145
O'Rourke & Company
Massachusetts
$1.44M +$201 +3 +0%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$1.42M -$193K -2,885 -12%
Corient Private Wealth
147
Corient Private Wealth
Florida
$1.4M +$1.4M +20,904 New
GFA
148
Gallagher Fiduciary Advisors
Illinois
$1.4M +$1.4M +20,833 New
TW
149
Transform Wealth
Colorado
$1.36M +$1.36M +20,272 New
PFS
150
Prospera Financial Services
Texas
$1.35M -$39.1K -584 -3%