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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
151
OneAscent Financial Services
Alabama
$1.84M +$1.87M +23,650 New
Citadel Advisors
152
Citadel Advisors
Florida
$1.83M +$1.53M +19,446 +474%
IA
153
IFP Advisors
Florida
$1.81M +$1.68M +21,313 +1,131%
EWA
154
EverSource Wealth Advisors
Alabama
$1.79M +$1.81M +22,965 New
PAG
155
Private Advisory Group
Washington
$1.79M +$1.81M +22,944 New
OWA
156
Octavia Wealth Advisors
Ohio
$1.79M -$227K -2,873 -11%
First Trust Advisors
157
First Trust Advisors
Illinois
$1.75M +$1.77M +22,423 New
Corient Private Wealth
158
Corient Private Wealth
Florida
$1.75M -$20.5K -260 -1%
CCFM
159
Clear Creek Financial Management
Washington
$1.74M +$241K +3,051 +16%
DI
160
Disciplined Investments
Oklahoma
$1.73M -$18.1K -230 -1%
Squarepoint
161
Squarepoint
New York
$1.73M +$20.6K +261 +1%
SW
162
SkyOak Wealth
Michigan
$1.66M +$72.9K +925 +5%
ORC
163
O'Rourke & Company
Massachusetts
$1.63M -$49.9K -633 -3%
TCMP
164
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.63M +$734K +9,313 +80%
CW
165
CreativeOne Wealth
Kansas
$1.62M +$256K +3,240 +18%
RSS
166
Rosenblum Silverman Sutton
California
$1.61M -$22.1K -280 -1%
HIM
167
Hanlon Investment Management
New Jersey
$1.6M -$602K -7,638 -27%
Focus Partners Wealth
168
Focus Partners Wealth
Massachusetts
$1.57M +$1.12M +14,264 +240%
SBWIC
169
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.57M
JWBC
170
J.W. Burns & Co
New York
$1.55M +$2.76K +35 +0.2%
BCM
171
Brookstone Capital Management
Illinois
$1.55M +$1.08M +13,714 +222%
MCM
172
MAI Capital Management
Ohio
$1.54M +$1.56M +19,766 New
EWA
173
EP Wealth Advisors
California
$1.53M +$2.68K +34 +0.2%
NL
174
NWAM LLC
Washington
$1.52M +$17K +215 +1%
WTC
175
WhitTier Trust Company
Nevada
$1.51M