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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
176
Clear Creek Financial Management
Washington
$2.1M +$99.8K +963 +5%
IWA
177
IBEX Wealth Advisors
New Jersey
$2.08M +$788K +7,600 +65%
CFO
178
CVA Family Office
Colorado
$2.07M +$2.8K +27 +0.1%
RSS
179
Rosenblum Silverman Sutton
California
$2.06M -$61.7K -595 -3%
OWA
180
Octavia Wealth Advisors
Ohio
$2.03M -$20K -193 -1%
SBWIC
181
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.02M – – –
TAM
182
Tucker Asset Management
Colorado
$1.97M +$1.9M +18,295 New
MOS
183
MGO One Seven
Ohio
$1.94M +$3.32K +32 +0.2%
Fidelity Investments
184
Fidelity Investments
Massachusetts
$1.91M +$299K +2,883 +19%
MWM
185
Manske Wealth Management
Texas
$1.9M +$9.54K +92 +0.5%
WAM
186
Worth Asset Management
Texas
$1.84M +$1.45M +13,982 +450%
GRP
187
Global Retirement Partners
California
$1.84M +$1.77M +17,075 New
IP
188
Ignite Planners
California
$1.8M -$42.9K -414 -2%
FA
189
Flagstar Advisors
New York
$1.8M -$25.3K -244 -1%
NEPWA
190
New England Private Wealth Advisors
Massachusetts
$1.78M +$28.2K +272 +2%
ATI
191
ARK & TLK Investments
Oklahoma
$1.78M – – –
HAG
192
HighPoint Advisor Group
Illinois
$1.76M -$85.4K -824 -5%
AI
193
AXS Investments
New York
$1.73M -$3.17M -30,562 -66%
FF
194
Farrell Financial
New York
$1.72M +$35.6K +343 +2%
IFG
195
Independent Financial Group
California
$1.68M -$203K -1,963 -11%
WTC
196
WhitTier Trust Company
Nevada
$1.65M -$62.2K -600 -4%
BJL
197
Brighton Jones LLC
Washington
$1.61M +$523K +5,050 +51%
AWA
198
Arete Wealth Advisors
Illinois
$1.6M +$1.54M +14,825 New
LFASL
199
Lugano Financial Advisors SA (LFA)
Switzerland
$1.58M – – –
KCIA
200
Kingsbury Capital Investment Advisors
Illinois
$1.58M -$1.54M -14,825 -50%