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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
151
Enterprise Financial Services Corp (EFSC)
Missouri
$1.77M
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$1.76M -$1.88K -35 -0.1%
US Bancorp
153
US Bancorp
Minnesota
$1.75M -$259K -4,815 -13%
JP Morgan Chase
154
JP Morgan Chase
New York
$1.75M +$49.2K +914 +3%
FNC
155
First National Corp
Massachusetts
$1.74M +$32.2K +598 +2%
SWAG
156
Spectrum Wealth Advisory Group
California
$1.72M -$119K -2,203 -7%
AI
157
Atria Investments
North Carolina
$1.7M +$248K +4,612 +18%
FEM
158
Fulcrum Equity Management
Texas
$1.69M +$1.64M +30,516 New
MFG
159
Merit Financial Group
Georgia
$1.65M +$1.6M +29,742 New
PI
160
PFS Investments
Georgia
$1.61M +$239K +4,445 +18%
CRCM
161
Corbett Road Capital Management
Virginia
$1.58M +$1.53M +28,429 New
SPC
162
Sigma Planning Corp
Michigan
$1.57M +$864K +16,053 +132%
BAM
163
Belpointe Asset Management
Nevada
$1.52M -$97.6K -1,814 -6%
SAS
164
Sage Advisory Services
Texas
$1.45M -$20.9K -388 -1%
BF
165
BOK Financial
Oklahoma
$1.45M +$913K +16,969 +187%
APA
166
American Portfolios Advisors
New York
$1.43M -$82.8K -1,538 -6%
PWM
167
Provident Wealth Management
Tennessee
$1.43M +$1.39M +25,733 New
GP
168
Geneva Partners
Wisconsin
$1.42M +$21.5K +399 +2%
OPA
169
Old Port Advisors
Maine
$1.41M +$207K +3,844 +18%
SB
170
Strategic Blueprint
Georgia
$1.4M +$66.3K +1,232 +5%
ASN
171
Advisory Services Network
Georgia
$1.38M +$817K +15,181 +158%
CWM
172
Calamos Wealth Management
Illinois
$1.38M +$1.34M +24,809 New
PWM
173
Paulson Wealth Management
Illinois
$1.35M +$913K +16,954 +262%
RW
174
RVW Wealth
California
$1.33M +$612K +11,364 +90%
GEA
175
Glen Eagle Advisors
New Jersey
$1.33M +$216K +4,006 +20%