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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
176
Key Financial Inc
Pennsylvania
$1.25M -$28.2K -393 -2%
SRC
177
Sage Rhino Capital
California
$1.23M +$33.5K +468 +3%
LSC
178
Logan Stone Capital
Illinois
$1.21M +$1.19M +16,568 New
IWC
179
Integrated Wealth Concepts
Massachusetts
$1.2M -$288K -4,020 -20%
DFCM
180
Dark Forest Capital Management
Puerto Rico
$1.2M +$224K +3,128 +24%
SOS
181
Silver Oak Securities
Tennessee
$1.2M +$99.7K +1,391 +9%
MPPLM
182
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.17M -$11.6K -162 -1%
DAS
183
Dynamic Advisor Solutions
Arizona
$1.14M -$159K -2,221 -12%
National Bank of Canada
184
National Bank of Canada
Quebec, Canada
$1.13M -$461K -6,431 -29%
ATI
185
ARK & TLK Investments
Oklahoma
$1.13M -$104K -1,452 -9%
AWM
186
AE Wealth Management
Kansas
$1.12M -$7.4M -103,240 -87%
ZB
187
Zions Bancorporation
Utah
$1.1M +$1.07M +15,000 New
SW
188
SteelPeak Wealth
California
$1.09M -$57.2K -799 -5%
PAA
189
Peregrine Asset Advisers
Oregon
$1.08M -$34.7K -484 -3%
Comerica Bank
190
Comerica Bank
Texas
$1.07M -$182K -2,543 -15%
AFP
191
Ausdal Financial Partners
Iowa
$1.04M -$52.4K -731 -5%
Mercer Global Advisors
192
Mercer Global Advisors
Colorado
$1.04M -$13.5K -188 -1%
KC
193
Kades & Cheifetz
Pennsylvania
$1.03M +$120K +1,675 +13%
CRC
194
Curi RMB Capital
Illinois
$1.02M
LFASL
195
Lugano Financial Advisors SA (LFA)
Switzerland
$1.02M
WB
196
Webster Bank
Connecticut
$995K
WIA
197
World Investment Advisors
California
$987K -$19.7K -275 -2%
CCA
198
Cottonwood Capital Advisors
Utah
$985K -$98.2K -1,371 -9%
PWP
199
Pursue Wealth Partners
California
$979K
Invesco
200
Invesco
Georgia
$973K +$13.6K +190 +1%