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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PG
151
Patten Group
Tennessee
$1.04M +$20.2K +401 +2%
HCM
152
Hengehold Capital Management
Ohio
$1.01M -$189K -3,764 -15%
CIBC World Market
153
CIBC World Market
Ontario, Canada
$1.01M -$14.6K -291 -1%
WT
154
Whittier Trust
California
$1.01M +$751K +14,939 +227%
BRWA
155
B. Riley Wealth Advisors
Florida
$992K +$385K +7,648 +56%
SB
156
Strategic Blueprint
Georgia
$987K +$1.06M +21,088 New
WIA
157
World Investment Advisors
California
$977K +$956K +19,015 New
FWM
158
Focused Wealth Management
New York
$954K +$66.3K +1,318 +7%
RSWM
159
Robertson Stephens Wealth Management
California
$946K +$1.02M +20,211 New
AIP
160
Almanack Investment Partners
Pennsylvania
$934K +$844K +16,784 +527%
DBRC
161
D.B. Root & Company
Pennsylvania
$923K -$113K -2,243 -10%
Baird Financial Group
162
Baird Financial Group
Wisconsin
$922K -$495K -9,850 -33%
PFS
163
Prospera Financial Services
Texas
$903K -$679K -13,507 -41%
Nomura Asset Management
164
Nomura Asset Management
Japan
$888K +$402K +8,000 +73%
BAM
165
Belpointe Asset Management
Nevada
$885K -$8.17M -162,500 -90%
APA
166
American Portfolios Advisors
New York
$845K -$271K -5,380 -23%
GEA
167
Glen Eagle Advisors
New Jersey
$844K +$34.6K +689 +4%
PI
168
PFS Investments
Georgia
$843K +$92.7K +1,843 +12%
HFS
169
Howard Financial Services
Texas
$839K +$902K +17,935 New
CCM
170
Covington Capital Management
California
$826K
PP
171
PagnatoKarp Partners
Virginia
$821K +$73.2K +1,455 +9%
SPC
172
Sigma Planning Corp
Michigan
$819K -$28.8K -572 -3%
APC
173
Aspire Private Capital
North Carolina
$801K +$860K +17,109 New
CAN
174
Cetera Advisor Networks
California
$796K +$6.39K +127 +0.8%
KWM
175
Kingsview Wealth Management
Oregon
$776K -$138K -2,751 -14%