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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNC
151
First National Corp
Massachusetts
$2.84M +$28.9K +383 +1%
SIA
152
Strategic Investment Advisors
Michigan
$2.82M +$2.57M +34,090 New
CCC
153
Crescent Capital Consulting
Louisiana
$2.77M +$2.53M +33,472 New
AFP
154
Ausdal Financial Partners
Iowa
$2.76M -$58.7K -778 -2%
FWA
155
FOCUS Wealth Advisors
Texas
$2.71M +$2.47M +32,727 New
RFWA
156
RPg Family Wealth Advisory
Massachusetts
$2.68M +$51.2K +679 +2%
CGFA
157
Colton Groome Financial Advisors
North Carolina
$2.67M +$619K +8,197 +34%
PG
158
Patten Group
Tennessee
$2.66M -$14.2K -188 -0.6%
SW
159
SkyOak Wealth
Michigan
$2.64M +$169K +2,241 +8%
OAM
160
Occidental Asset Management
California
$2.6M +$1.19M +15,829 +101%
AIA
161
Arrow Investment Advisors
Maryland
$2.53M -$135K -1,793 -6%
FI
162
FormulaFolio Investments
Michigan
$2.5M +$2.28M +30,219 New
UIC
163
Uniplan Investment Counsel
Wisconsin
$2.5M +$2.28M +30,228 New
F
164
F3Logic
Minnesota
$2.5M +$94K +1,245 +4%
MCM
165
MV Capital Management
Maryland
$2.5M +$773K +10,236 +51%
APA
166
American Portfolios Advisors
New York
$2.46M +$29K +384 +1%
QAM
167
Q3 Asset Management
Michigan
$2.44M -$174K -2,305 -7%
WTC
168
WhitTier Trust Company
Nevada
$2.39M -$26.3K -349 -1%
MWM
169
Minot Wealth Management
Massachusetts
$2.38M -$635K -8,410 -23%
BFEC
170
Benjamin F. Edwards & Company
Missouri
$2.33M +$167K +2,213 +9%
PWM
171
Provident Wealth Management
Tennessee
$2.33M +$77.7K +1,029 +4%
HWM
172
Howard Wealth Management
Connecticut
$2.31M +$128K +1,692 +6%
LCWP
173
Legacy Capital Wealth Partners
Arkansas
$2.26M +$2.06M +27,320 New
CWM
174
Centric Wealth Management
Illinois
$2.25M +$2.05M +27,209 New
CFO
175
CVA Family Office
Colorado
$2.2M +$155K +2,057 +8%