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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
126
Flagstar Advisors
New York
$1.9M -$260K -3,835 -13%
IA
127
IFP Advisors
Florida
$1.85M -$822K -12,104 -32%
EH
128
Equitable Holdings
New York
$1.8M +$131K +1,923 +8%
AWA
129
Aletheian Wealth Advisors
Washington
$1.73M -$56.1K -826 -3%
PP
130
Prudential plc
United Kingdom
$1.69M +$36K +530 +2%
HWM
131
Howard Wealth Management
Connecticut
$1.68M -$40.2K -592 -2%
KIA
132
Kraematon Investment Advisors
Massachusetts
$1.68M +$31.9K +470 +2%
WMR
133
Wealth Management Resources
Rhode Island
$1.67M +$113K +1,668 +8%
HWP
134
Highline Wealth Partners
California
$1.67M +$1.57M +23,140 New
Corient Private Wealth
135
Corient Private Wealth
Florida
$1.66M +$745K +10,971 +91%
OFS
136
OneAscent Financial Services
Alabama
$1.64M -$3.8M -55,949 -71%
MBT
137
Montecito Bank & Trust
California
$1.64M -$128K -1,883 -8%
ORC
138
O'Rourke & Company
Massachusetts
$1.63M -$7.06K -104 -0.5%
CCM
139
Crabel Capital Management
California
$1.63M +$1.53M +22,553 New
LMKC
140
L.M. Kohn & Company
Ohio
$1.61M -$18.9K -278 -1%
National Bank of Canada
141
National Bank of Canada
Quebec, Canada
$1.6M +$1.32M +19,388 +663%
SBWIC
142
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.56M
RSS
143
Rosenblum Silverman Sutton
California
$1.54M -$28.2K -415 -2%
CAL
144
Capital Analysts LLC
Pennsylvania
$1.54M +$37.1K +546 +3%
SW
145
SkyOak Wealth
Michigan
$1.52M -$55.3K -815 -4%
IFG
146
Independent Financial Group
California
$1.5M +$28.6K +421 +2%
OAM
147
Occidental Asset Management
California
$1.49M
JWBC
148
J.W. Burns & Co
New York
$1.48M -$84.9K -1,250 -6%
IWC
149
Integrated Wealth Concepts
Massachusetts
$1.48M -$22.8M -335,083 -94%
CFA
150
Cahill Financial Advisors
Minnesota
$1.47M +$53.6K +790 +4%