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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
$1.31M +$3.08K +42 +0.2%
AFS
152
AFG Fiduciary Services
Massachusetts
$1.3M +$1.76K +24 +0.1%
SRC
153
Sage Rhino Capital
California
$1.29M -$13.7K -187 -1%
NEPWA
154
New England Private Wealth Advisors
Massachusetts
$1.27M +$1.4K +19 +0.1%
SW
155
Simplicity Wealth
New Jersey
$1.26M +$65.2K +888 +6%
IFG
156
Independent Financial Group
California
$1.26M -$148K -2,017 -11%
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$1.25M -$61.9K -843 -5%
KWA
158
Kingswood Wealth Advisors
California
$1.23M +$269K +3,667 +30%
National Bank of Canada
159
National Bank of Canada
Quebec, Canada
$1.19M -$29.4K -400 -3%
CWS
160
Confluence Wealth Services
Pennsylvania
$1.18M -$58.9K -802 -5%
ATI
161
ARK & TLK Investments
Oklahoma
$1.17M
AWM
162
AE Wealth Management
Kansas
$1.15M -$33.6K -457 -3%
DFCM
163
Dark Forest Capital Management
Puerto Rico
$1.15M -$245K -3,342 -18%
KC
164
Kades & Cheifetz
Pennsylvania
$1.13M +$11K +150 +1%
WA
165
Win Advisors
Florida
$1.1M +$1.05M +14,358 New
WIA
166
World Investment Advisors
California
$1.09M +$65.5K +892 +7%
LFASL
167
Lugano Financial Advisors SA (LFA)
Switzerland
$1.07M
OAM
168
Occidental Asset Management
California
$1.07M +$44.8K +610 +5%
Comerica Bank
169
Comerica Bank
Texas
$1.06M -$21.6K -294 -2%
AFP
170
Ausdal Financial Partners
Iowa
$1.05M -$11.4K -155 -1%
IWC
171
Integrated Wealth Concepts
Massachusetts
$1.04M -$114K -1,558 -10%
NG
172
Norden Group
Utah
$1.03M +$992K +13,501 New
LMKC
173
L.M. Kohn & Company
Ohio
$1.03M -$324K -4,404 -25%
PWP
174
Pursue Wealth Partners
California
$1.03M
CCA
175
Cottonwood Capital Advisors
Utah
$1.02M -$36.1K -491 -4%