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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LW
151
Linscomb Wealth
Texas
$219K
RFC
152
Regions Financial Corp
Alabama
$218K +$216K +4,562 New
MAS
153
Madden Advisory Services
Florida
$210K
RJT
154
Raymond James Trust
Florida
$208K -$27K -571 -12%
FA
155
FDx Advisors
Illinois
$208K +$208K +4,400 New
CFB
156
Cullen/Frost Bankers
Texas
$201K -$20.8K -441 -9%
DADC
157
D.A. Davidson & Co
Montana
$191K -$112K -2,379 -37%
EWM
158
Evercore Wealth Management
New York
$179K +$177K +3,737 New
BFEC
159
Benjamin F. Edwards & Company
Missouri
$151K +$8.69K +184 +6%
F
160
FolioMetrix
Nebraska
$145K -$56.6K -1,198 -28%
CLOS
161
Compagnie Lombard Odier SCmA
Switzerland
$144K +$114K +2,412 +402%
BCI
162
Brinker Capital Investments
Pennsylvania
$127K -$16.5K -349 -12%
LNB
163
Ledyard National Bank
$105K
HCM
164
Horrell Capital Management
Arkansas
$91K -$5.34K -113 -6%
KA
165
Klingman & Associates
New York
$87K
SEI Investments
166
SEI Investments
Pennsylvania
$86K -$12.1K -257 -13%
FNBT
167
FineMark National Bank & Trust
Florida
$80K
GWM
168
Gupta Wealth Management
California
$71K +$69.8K +1,477 New
BRWM
169
B. Riley Wealth Management
Tennessee
$70K -$31.2K -660 -31%
SSB
170
Sandy Spring Bank
Maryland
$61K
IWMPD
171
Integrated Wealth Management (Palm Desert)
California
$57K +$56.7K +1,200 New
ACM
172
Americafirst Capital Management
California
$49.7K +$1.18K +25 +2%
JWA
173
JFS Wealth Advisors
Pennsylvania
$45K +$44.6K +944 New
HF
174
Hoxton Financial
West Virginia
$29K
ASN
175
Advisory Services Network
Georgia
$27K -$850 -18 -3%