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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
176
Palisade Capital Management
New Jersey
$1.04M +$1.01M +20,000 New
APC
177
Aspire Private Capital
North Carolina
$1.04M +$146K +2,871 +17%
EFS
178
Econ Financial Services
Pennsylvania
$1.03M -$1.71M -33,720 -63%
FWM
179
Focused Wealth Management
New York
$1.03M -$32.6K -643 -3%
DBRC
180
D.B. Root & Company
Pennsylvania
$1.03M +$1.62K +32 +0.2%
PP
181
PagnatoKarp Partners
Virginia
$1.03M +$107K +2,117 +12%
KWA
182
KCS Wealth Advisory
California
$1.02M -$215K -4,244 -18%
KWM
183
Kingsview Wealth Management
Oregon
$1.01M +$139K +2,733 +16%
AL
184
Aspiriant LLC
California
$1.01M +$229K +4,520 +31%
GEA
185
Glen Eagle Advisors
New Jersey
$1.01M +$63.2K +1,247 +7%
HCM
186
HMS Capital Management
Tennessee
$1M -$560K -11,048 -37%
Nomura Asset Management
187
Nomura Asset Management
Japan
$992K
BWL
188
Bogart Wealth LLC
Virginia
$980K -$14.3M -282,835 -94%
TCM
189
Tradewinds Capital Management
Washington
$972K +$807K +15,920 +592%
KF
190
Krilogy Financial
Missouri
$971K -$260K -5,131 -22%
ACS
191
Archford Capital Strategies
Illinois
$968K +$940K +18,528 New
WIA
192
World Investment Advisors
California
$967K -$25.9K -510 -3%
CA
193
Calton & Associates
Florida
$956K +$131K +2,583 +16%
SB
194
Strategic Blueprint
Georgia
$934K -$163K -3,219 -15%
CAN
195
Cetera Advisor Networks
California
$894K +$8.37K +165 +1%
FEM
196
Fulcrum Equity Management
Texas
$891K +$865K +17,059 New
CCM
197
Covington Capital Management
California
$870K -$50.7K -1,000 -6%
GTAM
198
Global Trust Asset Management
Florida
$867K +$335K +6,605 +66%
CFA
199
Cahill Financial Advisors
Minnesota
$858K -$5.93K -117 -0.7%
VFA
200
Voya Financial Advisors
Connecticut
$828K +$55.1K +1,087 +7%