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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
176
Connecticut Wealth Management
Connecticut
$1.15M -$2.38M -43,520 -70%
GWAG
177
Garrett Wealth Advisory Group
Texas
$1.14M -$6.41K -117 -0.6%
AI
178
Atria Investments
North Carolina
$1.14M +$721K +13,161 +232%
OPA
179
Old Port Advisors
Maine
$1.13M -$167K -3,049 -14%
CCT
180
Capital City Trust
Florida
$1.1M
Capstone Investment Advisors
181
Capstone Investment Advisors
New York
$1.09M +$990K +18,062 New
MOS
182
MGO One Seven
Ohio
$1.08M +$36.1K +658 +4%
GTAM
183
Global Trust Asset Management
Florida
$1.07M +$500K +9,125 +106%
CAN
184
Cetera Advisor Networks
California
$1.05M +$42.1K +768 +5%
CFA
185
Cahill Financial Advisors
Minnesota
$1.03M -$38.4K -701 -4%
BRWA
186
B. Riley Wealth Advisors
Florida
$1.02M -$179K -3,262 -16%
ACS
187
Archford Capital Strategies
Illinois
$1.01M -$43.5K -794 -5%
CCFM
188
Clear Creek Financial Management
Washington
$1M +$348K +6,357 +59%
FA
189
FCG Advisors
New Jersey
$1M -$269K -4,909 -23%
RWA
190
Redhawk Wealth Advisors
Minnesota
$991K +$898K +16,385 New
DWA
191
Dorsey Wright & Associates
California
$985K +$892K +16,279 New
CA
192
Cetera Advisors
Colorado
$971K -$12.9K -235 -1%
KWM
193
Kingsview Wealth Management
Oregon
$961K +$494K +9,008 +131%
SAM
194
SignalPoint Asset Management
Missouri
$951K -$204K -3,715 -19%
OAM
195
Occidental Asset Management
California
$945K -$35.5K -648 -4%
RWP
196
RWA Wealth Partners
Massachusetts
$933K +$601K +10,965 +246%
LFAS
197
Level Four Advisory Services
Texas
$916K -$53.5K -976 -6%
FFS
198
Founders Financial Securities
Maryland
$906K +$821K +14,982 New
FEM
199
Fulcrum Equity Management
Texas
$905K +$819K +14,954 New
VFA
200
Voya Financial Advisors
Connecticut
$894K +$57K +1,040 +7%