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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NJIM
176
Nabity-Jensen Investment Management
Nebraska
$1.03M
KWA
177
Kingswood Wealth Advisors
California
$1.03M +$5.03K +64 +0.5%
AF
178
Apexium Financial
Texas
$1.03M -$16.9K -215 -2%
WIA
179
World Investment Advisors
California
$1.01M -$149K -1,894 -13%
HA
180
Herold Advisors
New York
$972K +$8.48K +108 +0.9%
OAM
181
Occidental Asset Management
California
$969K
SRC
182
Sage Rhino Capital
California
$962K +$4.79K +61 +0.5%
IWS
183
Insight Wealth Strategies
California
$940K -$8.09K -103 -0.9%
BFS
184
BridgePort Financial Solutions
Iowa
$932K -$83.8K -1,067 -9%
JFGIW
185
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$928K +$133K +1,700 +18%
CCA
186
Cottonwood Capital Advisors
Utah
$916K -$8.24K -105 -0.9%
Lazard Asset Management
187
Lazard Asset Management
New York
$909K
CA
188
Calton & Associates
Florida
$899K +$38.2K +486 +5%
CW
189
CreativeOne Wealth
Kansas
$899K -$103K -1,312 -11%
DCM
190
Delta Capital Management
New Jersey
$898K
TCM
191
Telos Capital Management
California
$892K -$1.02K -13 -0.1%
FMC
192
First Merchants Corp
Indiana
$881K
SPC
193
Sigma Planning Corp
Michigan
$881K -$6.2K -79 -0.7%
IB
194
Intrust Bank
Kansas
$876K
US Bancorp
195
US Bancorp
Minnesota
$874K +$138K +1,752 +20%
SWM
196
SK Wealth Management
Rhode Island
$867K -$93.1K -1,186 -10%
MAG
197
M3 Advisory Group
Massachusetts
$849K +$13.1K +167 +2%
CWMGO
198
Capstone Wealth Management Group (Oregon)
Oregon
$846K -$86.9K -1,107 -10%
GAA
199
Guardian Asset Advisors
Pennsylvania
$841K +$396K +5,045 +98%
QCM
200
Quantinno Capital Management
New York
$827K