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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
151
EP Wealth Advisors
California
$1.84M +$42.1K +451 +2%
Focus Partners Wealth
152
Focus Partners Wealth
Massachusetts
$1.83M +$105K +1,124 +6%
PCM
153
Prelude Capital Management
New York
$1.82M +$1.86M +19,940 New
AA
154
Advisory Alpha
Michigan
$1.82M -$49.9K -534 -3%
First Trust Advisors
155
First Trust Advisors
Illinois
$1.82M +$1.85M +19,867 New
RSS
156
Rosenblum Silverman Sutton
California
$1.8M -$9.34K -100 -0.5%
SFP
157
Strategic Financial Partners
Oregon
$1.76M +$1.07M +11,513 +148%
CFO
158
CVA Family Office
Colorado
$1.76M -$4.2K -45 -0.2%
CCT
159
Capital City Trust
Florida
$1.74M
OWA
160
Octavia Wealth Advisors
Ohio
$1.74M -$197K -2,112 -10%
SBWIC
161
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.72M
CCFM
162
Clear Creek Financial Management
Washington
$1.69M +$106K +1,132 +7%
MOS
163
MGO One Seven
Ohio
$1.65M -$18.2K -195 -1%
MWM
164
Manske Wealth Management
Texas
$1.61M -$14.6K -156 -0.9%
IFG
165
Independent Financial Group
California
$1.6M -$12.1K -130 -0.7%
IAA
166
Independent Advisor Alliance
North Carolina
$1.58M +$1.61M +17,271 New
NEPWA
167
New England Private Wealth Advisors
Massachusetts
$1.58M +$13.9K +149 +0.9%
IP
168
Ignite Planners
California
$1.57M +$75.4K +808 +5%
HAG
169
HighPoint Advisor Group
Illinois
$1.57M -$11.9K -127 -0.7%
FA
170
Flagstar Advisors
New York
$1.55M +$34.5K +370 +2%
WTC
171
WhitTier Trust Company
Nevada
$1.54M -$121K -1,300 -7%
ATI
172
ARK & TLK Investments
Oklahoma
$1.51M
WIA
173
World Investment Advisors
California
$1.46M -$4.24M -45,407 -74%
FF
174
Farrell Financial
New York
$1.43M +$30.2K +324 +2%
JWCA
175
J.W. Cole Advisors
Florida
$1.43M -$1.85M -19,818 -56%