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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
201
Kingsview Wealth Management
Oregon
$563K -$1.65M -31,559 -74%
BFEC
202
Benjamin F. Edwards & Company
Missouri
$562K +$131K +2,515 +30%
CA
203
Calton & Associates
Florida
$556K +$74K +1,420 +15%
GEA
204
Glen Eagle Advisors
New Jersey
$548K +$296K +5,671 +115%
SPIA
205
Steward Partners Investment Advisory
New York
$538K +$230K +4,412 +73%
WP
206
WealthShield Partners
North Carolina
$528K +$221K +4,236 +71%
WSTAM
207
Wilbanks Smith & Thomas Asset Management
Virginia
$525K -$4.36M -83,678 -89%
NPP
208
New Potomac Partners
Maryland
$524K -$195K -3,750 -27%
CAN
209
Cetera Advisor Networks
California
$509K -$79.6K -1,527 -13%
NFG
210
Next Financial Group
Texas
$495K +$198K +3,792 +65%
FAM
211
Foothills Asset Management
Arizona
$492K -$1.72K -33 -0.3%
BIA
212
Bigelow Investment Advisors
Maine
$492K +$113K +2,167 +29%
CIBC World Market
213
CIBC World Market
Ontario, Canada
$492K +$496K +9,521 New
PCM
214
Palisade Capital Management
New Jersey
$491K -$195K -3,750 -28%
CCG
215
Chatham Capital Group
Georgia
$486K +$125K +2,400 +34%
WAP
216
Wealthcare Advisory Partners
Pennsylvania
$473K +$52.2K +1,002 +12%
BA
217
Boston Advisors
Massachusetts
$457K -$45.9K -880 -9%
MWA
218
MFA Wealth Advisors
Pennsylvania
$448K +$1.72K +33 +0.4%
NL
219
NVWM LLC
Pennsylvania
$437K +$449K +8,615 New
IB
220
Intrust Bank
Kansas
$430K
ASN
221
Advisory Services Network
Georgia
$424K +$135K +2,597 +46%
PFPT
222
Pinnacle Financial Partners (Tennessee)
Tennessee
$422K +$164K +3,138 +62%
SRCM
223
Swift Run Capital Management
Virginia
$413K +$417K +8,000 New
WPW
224
Waldron Private Wealth
Pennsylvania
$405K
AF
225
Advisornet Financial
Minnesota
$383K -$27.4K -525 -7%