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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
151
Sowell Financial Services
Arkansas
$1.54M +$1.63M +24,280 New
TW
152
Towerpoint Wealth
California
$1.53M -$114K -1,692 -7%
SW
153
SkyOak Wealth
Michigan
$1.5M -$23.1K -343 -1%
CFO
154
CVA Family Office
Colorado
$1.48M -$141K -2,098 -8%
AIA
155
Arrow Investment Advisors
Maryland
$1.48M +$1.57M +23,348 New
RJT
156
Raymond James Trust
Florida
$1.47M
OAM
157
Occidental Asset Management
California
$1.44M +$2.96K +44 +0.2%
WAM
158
Worth Asset Management
Texas
$1.42M +$1.48M +21,982 +4,227%
IA
159
IFP Advisors
Florida
$1.37M +$71.2K +1,059 +4%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$1.37M -$80.9K -1,202 -5%
EWA
161
EP Wealth Advisors
California
$1.36M +$1.12M +16,577 +335%
CCA
162
Cottonwood Capital Advisors
Utah
$1.36M -$874 -13 -0.1%
CWS
163
Confluence Wealth Services
Pennsylvania
$1.32M
CAN
164
Claraphi Advisory Network
United States
$1.32M -$166K -2,463 -11%
LMKC
165
L.M. Kohn & Company
Ohio
$1.31M +$101K +1,500 +8%
ORC
166
O'Rourke & Company
Massachusetts
$1.29M +$98.1K +1,459 +8%
DA
167
Detalus Advisors
Missouri
$1.29M +$1.11M +16,522 +433%
AFS
168
AFG Fiduciary Services
Massachusetts
$1.25M +$87K +1,294 +7%
PWM
169
Provident Wealth Management
Tennessee
$1.24M -$47.8K -711 -3%
NA
170
NewEdge Advisors
Louisiana
$1.23M -$601K -8,928 -31%
WP
171
WealthSource Partners
California
$1.21M +$15.6K +232 +1%
Cetera Investment Advisers
172
Cetera Investment Advisers
Illinois
$1.21M +$823K +12,228 +178%
SPC
173
Sigma Planning Corp
Michigan
$1.21M +$549K +8,155 +75%
ACS
174
Archford Capital Strategies
Illinois
$1.2M -$16.4K -244 -1%
NSB
175
Norway Savings Bank
Maine
$1.19M +$669K +9,940 +112%