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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
151
Sigma Planning Corp
Michigan
$1.7M -$65.7K -977 -4%
BCM
152
BlueCrest Capital Management
Jersey
$1.69M +$1.63M +24,222 New
FIA
153
Foundations Investment Advisors
Arizona
$1.68M -$2.15M -32,019 -57%
SOS
154
Silver Oak Securities
Tennessee
$1.67M -$436K -6,487 -21%
KIA
155
Kraematon Investment Advisors
Massachusetts
$1.65M -$150K -2,228 -9%
WTC
156
WhitTier Trust Company
Nevada
$1.64M -$124K -1,850 -7%
CWS
157
Confluence Wealth Services
Pennsylvania
$1.63M -$16.8K -250 -1%
BCM
158
Brookstone Capital Management
Illinois
$1.61M +$1.55M +23,087 New
WB
159
Webster Bank
Connecticut
$1.59M -$51.4K -765 -3%
LMKC
160
L.M. Kohn & Company
Ohio
$1.58M +$56.9K +847 +4%
SW
161
SkyOak Wealth
Michigan
$1.56M -$172K -2,555 -10%
ORC
162
O'Rourke & Company
Massachusetts
$1.56M +$53.4K +794 +4%
LFASL
163
Lugano Financial Advisors SA (LFA)
Switzerland
$1.55M -$17.9K -266 -1%
TW
164
Towerpoint Wealth
California
$1.53M -$302K -4,485 -17%
RWA
165
Redhawk Wealth Advisors
Minnesota
$1.52M +$1.46M +21,752 New
CFO
166
CVA Family Office
Colorado
$1.52M -$19.5K -290 -1%
RSS
167
Rosenblum Silverman Sutton
California
$1.52M +$1.46M +21,708 New
HWAM
168
Hennion & Walsh Asset Management
New Jersey
$1.51M -$32.3K -481 -2%
OMC
169
Overbrook Management Corp
New York
$1.45M -$321K -4,775 -19%
OAM
170
Occidental Asset Management
California
$1.44M -$86.5K -1,286 -6%
AFS
171
AFG Fiduciary Services
Massachusetts
$1.43M +$264K +3,920 +24%
PFS
172
Prospera Financial Services
Texas
$1.42M +$6.45K +96 +0.5%
RJT
173
Raymond James Trust
Florida
$1.41M -$98.4K -1,464 -7%
EWA
174
EP Wealth Advisors
California
$1.37M -$5.68M -84,460 -78%
CFA
175
Cahill Financial Advisors
Minnesota
$1.35M +$36.2K +538 +3%