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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ORC
126
O'Rourke & Company
Massachusetts
$1.69M -$11.7K -164 -0.7%
DI
127
Disciplined Investments
Oklahoma
$1.69M -$157K -2,193 -9%
SA
128
Sanctuary Advisors
Indiana
$1.63M +$1.65M +23,045 New
OFS
129
OneAscent Financial Services
Alabama
$1.63M +$17.5K +244 +1%
CAL
130
Capital Analysts LLC
Pennsylvania
$1.62M +$53.5K +747 +3%
Corient Private Wealth
131
Corient Private Wealth
Florida
$1.61M -$9.16K -128 -0.6%
KIA
132
Kraematon Investment Advisors
Massachusetts
$1.57M -$38.5K -538 -2%
HCM
133
Howard Capital Management
Georgia
$1.51M +$174K +2,426 +13%
RSS
134
Rosenblum Silverman Sutton
California
$1.51M -$25.4K -355 -2%
SW
135
SkyOak Wealth
Michigan
$1.47M -$43.3K -605 -3%
JWBC
136
J.W. Burns & Co
New York
$1.46M -$56.9K -795 -4%
MOS
137
MGO One Seven
Ohio
$1.46M +$429 +6 +0%
SBWIC
138
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.46M -$107K -1,490 -7%
WTC
139
WhitTier Trust Company
Nevada
$1.42M -$31.1K -435 -2%
EWA
140
EP Wealth Advisors
California
$1.41M -$14.7K -205 -1%
Focus Partners Wealth
141
Focus Partners Wealth
Massachusetts
$1.39M -$55.5K -775 -4%
CFO
142
CVA Family Office
Colorado
$1.38M -$46.1K -644 -3%
CCT
143
Capital City Trust
Florida
$1.37M
IFG
144
Independent Financial Group
California
$1.33M -$53.7K -750 -4%
DFCM
145
Dark Forest Capital Management
Puerto Rico
$1.32M +$138K +1,927 +12%
PFS
146
Prospera Financial Services
Texas
$1.31M -$93K -1,300 -7%
LMKC
147
L.M. Kohn & Company
Ohio
$1.29M -$215K -3,010 -14%
KFI
148
Key Financial Inc
Pennsylvania
$1.27M +$34.7K +485 +3%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$1.24M -$8.17M -114,192 -87%
AFS
150
AFG Fiduciary Services
Massachusetts
$1.23M -$84.7K -1,183 -7%