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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
176
Integrated Wealth Concepts
Massachusetts
$947K -$154K -1,946 -14%
BFS
177
BridgePort Financial Solutions
Iowa
$946K +$6.87K +87 +0.7%
CW
178
CreativeOne Wealth
Kansas
$934K -$680K -8,603 -41%
HGWM
179
Horst & Graben Wealth Management
Oregon
$910K +$90.6K +1,147 +11%
TW
180
Towerpoint Wealth
California
$898K -$431K -5,461 -32%
OAM
181
Occidental Asset Management
California
$898K -$115K -1,460 -11%
HA
182
Herold Advisors
New York
$893K -$11.8K -150 -1%
SRC
183
Sage Rhino Capital
California
$887K +$58.6K +742 +7%
IWS
184
Insight Wealth Strategies
California
$883K +$1.98K +25 +0.2%
CWMGO
185
Capstone Wealth Management Group (Oregon)
Oregon
$869K -$21.7K -275 -2%
Legacy Financial Group (Iowa)
186
Legacy Financial Group (Iowa)
Iowa
$862K -$63.8K -807 -7%
CCA
187
Cottonwood Capital Advisors
Utah
$857K +$2.69K +34 +0.3%
SWM
188
SK Wealth Management
Rhode Island
$856K -$5.37K -68 -0.6%
Comerica Bank
189
Comerica Bank
Texas
$848K -$6.16K -78 -0.7%
Lazard Asset Management
190
Lazard Asset Management
New York
$842K
DCM
191
Delta Capital Management
New Jersey
$832K
TCM
192
Telos Capital Management
California
$828K -$9.64K -122 -1%
SPC
193
Sigma Planning Corp
Michigan
$822K -$13K -165 -2%
FMC
194
First Merchants Corp
Indiana
$816K
NA
195
NewEdge Advisors
Louisiana
$814K -$4.36M -55,224 -84%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$813K -$152K -1,930 -15%
IB
197
Intrust Bank
Kansas
$812K
AssetMark Inc
198
AssetMark Inc
California
$798K -$125M -1,576,690 -99%
CA
199
Calton & Associates
Florida
$796K +$136K +1,722 +20%
MAG
200
M3 Advisory Group
Massachusetts
$774K +$28.9K +366 +4%