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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAM
151
Occidental Asset Management
California
$2.6M -$20.7K -239 -0.8%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$2.58M +$2.49M +28,771 +1,311%
MCC
153
Money Concepts Capital
Florida
$2.56M -$14.4M -165,983 -84%
WB
154
WesBanco Bank
West Virginia
$2.56M +$2.65M +30,652 New
CI
155
Cavalier Investments
Georgia
$2.47M +$2.56M +29,605 New
MCM
156
MV Capital Management
Maryland
$2.46M -$50.2K -580 -2%
CCC
157
Crescent Capital Consulting
Louisiana
$2.45M -$354K -4,098 -12%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$2.42M -$14.1M -163,329 -85%
UIC
159
Uniplan Investment Counsel
Wisconsin
$2.41M -$117K -1,355 -4%
WTC
160
WhitTier Trust Company
Nevada
$2.4M
MWM
161
Minot Wealth Management
Massachusetts
$2.4M
AFWM
162
AMJ Financial Wealth Management
Virginia
$2.39M -$2.09M -24,146 -46%
IRC
163
Investors Research Corp
Georgia
$2.33M +$426K +4,923 +21%
HWM
164
Howard Wealth Management
Connecticut
$2.32M -$8.13K -94 -0.3%
LCWP
165
Legacy Capital Wealth Partners
Arkansas
$2.31M +$39K +451 +2%
APA
166
American Portfolios Advisors
New York
$2.29M -$194K -2,241 -8%
CWM
167
Centric Wealth Management
Illinois
$2.29M +$23.9K +276 +1%
CFO
168
CVA Family Office
Colorado
$2.25M +$34.7K +401 +2%
RWA
169
Redhawk Wealth Advisors
Minnesota
$2.24M -$6.12M -70,755 -72%
FNC
170
First National Corp
Massachusetts
$2.23M -$650K -7,514 -22%
FFN
171
Focus Financial Network
Minnesota
$2.21M +$360K +4,167 +19%
WA
172
Winfield Associates
Ohio
$2.12M -$34.6K -400 -2%
PWM
173
Provident Wealth Management
Tennessee
$2.12M -$232K -2,683 -10%
CA
174
Cetera Advisors
Colorado
$2.06M +$153K +1,770 +8%
AI
175
Atria Investments
North Carolina
$2.06M -$2.96M -34,203 -58%