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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IP
151
Ignite Planners
California
$1.4M -$1.59M -20,072 -53%
RL
152
Retireful LLC
Michigan
$1.39M +$1.43M +18,049 New
IFG
153
Independent Financial Group
California
$1.31M -$4.42K -56 -0.3%
NEPWA
154
New England Private Wealth Advisors
Massachusetts
$1.3M +$1.11K +14 +0.1%
TI
155
Tidal Investments
Wisconsin
$1.28M -$137K -1,734 -9%
MPPLM
156
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.27M +$166K +2,101 +15%
ATI
157
ARK & TLK Investments
Oklahoma
$1.26M
MWM
158
Manske Wealth Management
Texas
$1.26M -$73.7K -933 -5%
AFS
159
AFG Fiduciary Services
Massachusetts
$1.25M +$3K +38 +0.2%
Citadel Advisors
160
Citadel Advisors
Florida
$1.23M -$591K -7,476 -32%
CWM
161
Congress Wealth Management
Massachusetts
$1.21M +$437K +5,528 +55%
TPW
162
Talon Private Wealth
Florida
$1.19M -$251K -3,182 -17%
CWM
163
Cordatus Wealth Management
Pennsylvania
$1.14M +$649K +8,221 +124%
KIA
164
Kraematon Investment Advisors
Massachusetts
$1.09M -$148K -1,868 -12%
WIA
165
World Investment Advisors
California
$1.08M -$14.7K -186 -1%
CRC
166
Curi RMB Capital
Illinois
$1.07M +$334K +4,233 +43%
LFASL
167
Lugano Financial Advisors SA (LFA)
Switzerland
$1.07M
PWP
168
Pursue Wealth Partners
California
$1.03M
PG
169
Patten Group
Tennessee
$1.01M -$98K -1,240 -9%
FF
170
Farrell Financial
New York
$1M +$36K +456 +4%
LMKC
171
L.M. Kohn & Company
Ohio
$996K -$4.27K -54 -0.4%
AF
172
Apexium Financial
Texas
$969K -$4.27K -54 -0.4%
Mariner
173
Mariner
Kansas
$961K -$2.24M -28,378 -69%
NJIM
174
Nabity-Jensen Investment Management
Nebraska
$957K
KWA
175
Kingswood Wealth Advisors
California
$949K -$521K -6,595 -35%