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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
176
Cerity Partners
New York
$931K -$53.2K -794 -5%
SW
177
SteelPeak Wealth
California
$927K -$49.6K -740 -5%
CAC
178
Certified Advisory Corp
Florida
$919K -$234K -3,488 -20%
Lido Advisors
179
Lido Advisors
California
$917K +$915K +13,668 New
AF
180
Apexium Financial
Texas
$914K +$2.21K +33 +0.2%
WIA
181
World Investment Advisors
California
$895K -$8.44K -126 -0.9%
HA
182
Herold Advisors
New York
$892K
LWM
183
Laidlaw Wealth Management
New York
$885K -$40.9K -611 -4%
SWAG
184
Spectrum Wealth Advisory Group
California
$864K -$14.9K -223 -2%
BS
185
Banco Santander
Spain
$855K -$82.5K -1,232 -9%
ARC
186
Advisor Resource Council
Texas
$855K +$166K +2,482 +24%
KFI
187
Key Financial Inc
Pennsylvania
$835K +$48.7K +727 +6%
MOS
188
MGO One Seven
Ohio
$826K -$59.9K -895 -7%
B
189
Barings
North Carolina
$816K +$814K +12,161 New
VFA
190
Values First Advisors
Tennessee
$806K +$19.7K +294 +3%
TSS
191
Two Sigma Securities
New York
$800K +$799K +11,926 New
TCM
192
Telos Capital Management
California
$790K -$5.89K -88 -0.7%
NA
193
NewEdge Advisors
Louisiana
$742K -$271K -4,048 -27%
Lazard Asset Management
194
Lazard Asset Management
New York
$737K
CA
195
Calton & Associates
Florida
$722K +$7.77K +116 +1%
FMC
196
First Merchants Corp
Indiana
$714K
BJL
197
Brighton Jones LLC
Washington
$711K +$47K +702 +7%
WMR
198
Wealth Management Resources
Rhode Island
$706K +$69.5K +1,038 +11%
Cetera Investment Advisers
199
Cetera Investment Advisers
Illinois
$698K -$1.46M -21,778 -68%
IB
200
Intrust Bank
Kansas
$695K +$7.63K +114 +1%