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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Cordatus Wealth Management
Pennsylvania
$2.35M +$665K +7,727 +42%
EAM
127
Everstar Asset Management
North Carolina
$2.23M -$36.6K -425 -2%
HWM
128
Howard Wealth Management
Connecticut
$2.17M +$13.2K +153 +0.6%
DI
129
Disciplined Investments
Oklahoma
$2.15M -$13.3K -155 -0.6%
AI
130
Atria Investments
North Carolina
$2.14M -$813K -9,449 -29%
AFP
131
Ausdal Financial Partners
Iowa
$2.09M +$1.65M +19,184 +484%
SW
132
Simplicity Wealth
New Jersey
$2.08M -$4.29M -49,870 -68%
PAG
133
Private Advisory Group
Washington
$2.04M +$429K +4,992 +29%
MBT
134
Montecito Bank & Trust
California
$2.03M +$1.93M +22,470 New
PS
135
Principal Securities
Iowa
$2.03M -$275K -3,203 -13%
ORC
136
O'Rourke & Company
Massachusetts
$2.03M +$2.41K +28 +0.1%
Northern Trust
137
Northern Trust
Illinois
$1.99M -$51.6K -600 -3%
AWM
138
AE Wealth Management
Kansas
$1.98M +$747K +8,682 +66%
PAS
139
Parsonex Advisory Services
Colorado
$1.97M +$63.4K +737 +4%
AA
140
Advisory Alpha
Michigan
$1.95M -$6.11K -71 -0.3%
OWA
141
Octavia Wealth Advisors
Ohio
$1.94M -$79.3K -922 -4%
SW
142
SkyOak Wealth
Michigan
$1.89M -$17.2K -200 -1%
MCM
143
MAI Capital Management
Ohio
$1.86M +$84.6K +984 +5%
PWMA
144
Pension & Wealth Management Advisors
Massachusetts
$1.83M
BCM
145
Brookstone Capital Management
Illinois
$1.81M +$399K +4,643 +30%
RSS
146
Rosenblum Silverman Sutton
California
$1.8M -$4.3K -50 -0.3%
JWBC
147
J.W. Burns & Co
New York
$1.78M +$36.2K +421 +2%
ETC
148
Exchange Traded Concepts
Oklahoma
$1.77M -$317K -3,684 -16%
Envestnet Portfolio Solutions
149
Envestnet Portfolio Solutions
Illinois
$1.77M -$714K -8,306 -30%
CFO
150
CVA Family Office
Colorado
$1.75M +$2.75K +32 +0.2%