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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTC
151
WhitTier Trust Company
Nevada
$1.52M
TI
152
Tidal Investments
Wisconsin
$1.52M +$131K +1,671 +10%
CWM
153
Cordatus Wealth Management
Pennsylvania
$1.5M +$263K +3,349 +23%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$1.5M -$308K -3,928 -18%
NEPWA
155
New England Private Wealth Advisors
Massachusetts
$1.47M +$28.3K +361 +2%
PAG
156
Private Advisory Group
Washington
$1.45M -$416K -5,294 -23%
AC
157
Aristides Capital
Kentucky
$1.43M +$783K +9,968 +135%
IFG
158
Independent Financial Group
California
$1.4M -$8.09K -103 -0.6%
Mariner
159
Mariner
Kansas
$1.38M +$325K +4,140 +33%
MWM
160
Manske Wealth Management
Texas
$1.37M +$9.89K +126 +0.8%
ATI
161
ARK & TLK Investments
Oklahoma
$1.36M
BCM
162
BlueCrest Capital Management
Jersey
$1.36M +$1.29M +16,444 New
CCFM
163
Clear Creek Financial Management
Washington
$1.34M -$202K -2,569 -14%
TPW
164
Talon Private Wealth
Florida
$1.28M -$864 -11 -0.1%
CWM
165
Congress Wealth Management
Massachusetts
$1.28M +$471 +6 +0%
BCM
166
Brookstone Capital Management
Illinois
$1.27M -$249K -3,170 -17%
CRC
167
Curi RMB Capital
Illinois
$1.18M +$19.4K +247 +2%
LFASL
168
Lugano Financial Advisors SA (LFA)
Switzerland
$1.15M
KIA
169
Kraematon Investment Advisors
Massachusetts
$1.15M -$26.1K -332 -2%
OFS
170
OneAscent Financial Services
Alabama
$1.14M -$589K -7,497 -35%
PWP
171
Pursue Wealth Partners
California
$1.11M
FF
172
Farrell Financial
New York
$1.1M +$12.5K +159 +1%
AWM
173
AE Wealth Management
Kansas
$1.09M -$1.17M -14,917 -53%
LMKC
174
L.M. Kohn & Company
Ohio
$1.07M
PG
175
Patten Group
Tennessee
$1.04M -$50.3K -640 -5%