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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
151
Towerpoint Wealth
California
$1.23M -$35.7K -499 -3%
CCFM
152
Clear Creek Financial Management
Washington
$1.23M +$376K +5,252 +45%
SRC
153
Sage Rhino Capital
California
$1.23M +$17.5K +245 +1%
NEPWA
154
New England Private Wealth Advisors
Massachusetts
$1.2M -$108K -1,507 -8%
CWS
155
Confluence Wealth Services
Pennsylvania
$1.17M -$219K -3,055 -16%
CFA
156
Cahill Financial Advisors
Minnesota
$1.16M -$261K -3,644 -18%
SPC
157
Sigma Planning Corp
Michigan
$1.16M -$207K -2,899 -15%
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$1.14M
DAS
159
Dynamic Advisor Solutions
Arizona
$1.13M +$5.44K +76 +0.5%
SW
160
Simplicity Wealth
New Jersey
$1.12M +$401K +5,602 +56%
AWM
161
AE Wealth Management
Kansas
$1.12M +$14K +196 +1%
ATI
162
ARK & TLK Investments
Oklahoma
$1.1M -$16.9K -236 -2%
MPPLM
163
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.1M -$57.5K -804 -5%
IWC
164
Integrated Wealth Concepts
Massachusetts
$1.09M -$98.8K -1,380 -8%
SW
165
SteelPeak Wealth
California
$1.07M -$7.37K -103 -0.7%
ONST
166
Old North State Trust
North Carolina
$1.06M -$1.9M -26,479 -64%
TCMP
167
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.05M +$1.04M +14,578 New
KC
168
Kades & Cheifetz
Pennsylvania
$1.05M +$29.2K +408 +3%
CCC
169
Chesapeake Capital Corp
Florida
$1.04M -$1.1M -15,320 -51%
TI
170
Tidal Investments
Wisconsin
$1.04M +$374K +5,219 +56%
Comerica Bank
171
Comerica Bank
Texas
$1.01M -$42.7K -596 -4%
LFASL
172
Lugano Financial Advisors SA (LFA)
Switzerland
$1.01M
AFP
173
Ausdal Financial Partners
Iowa
$1M -$22K -307 -2%
CCA
174
Cottonwood Capital Advisors
Utah
$994K -$14.4K -201 -1%
HWP
175
Highline Wealth Partners
California
$993K -$317K -4,433 -24%