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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
176
Foundations Investment Advisors
Arizona
$1.01M +$682K +9,826 +172%
AFP
177
Ausdal Financial Partners
Iowa
$1.01M +$6.52K +94 +0.6%
SW
178
Simplicity Wealth
New Jersey
$997K -$504K -7,260 -32%
SC
179
Seldon Capital
California
$984K -$302K -4,356 -22%
EVM
180
Eaton Vance Management
Massachusetts
$980K
SWAG
181
Spectrum Wealth Advisory Group
California
$976K -$166K -2,387 -14%
FA
182
Faithward Advisors
Pennsylvania
$958K +$139 +2 +0%
Verition Fund Management
183
Verition Fund Management
Connecticut
$957K +$1.03M +14,816 New
HA
184
Herold Advisors
New York
$945K
SW
185
SteelPeak Wealth
California
$938K -$43K -620 -4%
JIR
186
James Investment Research
Ohio
$925K -$7.36M -106,068 -88%
WIA
187
World Investment Advisors
California
$904K -$158K -2,284 -15%
IWC
188
Integrated Wealth Concepts
Massachusetts
$902K +$567K +8,177 +141%
IDA
189
Intelligence Driven Advisers
California
$858K +$917K +13,211 New
CCM
190
Covington Capital Management
California
$846K -$38.2K -550 -4%
CWM
191
Connecticut Wealth Management
Connecticut
$835K -$102K -1,464 -10%
CFGS
192
Concourse Financial Group Securities
Alabama
$831K +$1.94K +28 +0.2%
SAS
193
Sanford Advisory Services
Michigan
$829K -$18.5K -267 -2%
MP
194
McDonald Partners
Ohio
$817K -$30.4K -438 -3%
BOTW
195
Bank of the West
California
$786K -$131K -1,889 -13%
JG
196
Jefferies Group
New York
$763K -$128K -1,849 -14%
SCG
197
Sonata Capital Group
Washington
$759K
TCM
198
Telos Capital Management
California
$727K +$196K +2,829 +34%
PPP
199
Private Portfolio Partners
New Jersey
$723K -$55.2K -796 -7%
JWCA
200
J.W. Coons Advisors
Ohio
$716K -$12.8K -185 -2%