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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
201
Brighton Jones LLC
Washington
$626K +$482 +9 +0.1%
FNBT
202
FineMark National Bank & Trust
Florida
$620K -$329K -6,145 -35%
PWM
203
Paulson Wealth Management
Illinois
$620K +$441K +8,232 +205%
BCM
204
Brookstone Capital Management
Illinois
$614K -$975K -18,190 -62%
PFA
205
Pathway Financial Advisors
Vermont
$611K +$671K +12,525 +7,368%
RJT
206
Raymond James Trust
Florida
$607K +$186K +3,462 +44%
SPIA
207
Steward Partners Investment Advisory
New York
$605K +$25.1K +468 +4%
NA
208
Navellier & Associates
Nevada
$593K -$32.5K -607 -5%
Lazard Asset Management
209
Lazard Asset Management
New York
$593K
Nomura Asset Management
210
Nomura Asset Management
Japan
$592K -$150K -2,800 -20%
IB
211
Intrust Bank
Kansas
$592K +$143K +2,668 +32%
Bank of New York Mellon
212
Bank of New York Mellon
New York
$582K -$32.4K -604 -5%
BFEC
213
Benjamin F. Edwards & Company
Missouri
$557K -$29.6K -552 -5%
PFA
214
Pinnacle Family Advisors
Missouri
$544K -$1.54M -28,696 -74%
WSTAM
215
Wilbanks Smith & Thomas Asset Management
Virginia
$540K
Fidelity Investments
216
Fidelity Investments
Massachusetts
$537K -$320K -5,979 -37%
Nomura Holdings
217
Nomura Holdings
Japan
$537K +$536K +10,000 New
CRWM
218
Castle Rock Wealth Management
California
$528K +$42.8K +798 +8%
AWE
219
Avidian Wealth Enterprises
Texas
$512K +$509K +9,487 New
BIA
220
Bigelow Investment Advisors
Maine
$504K -$10.7K -200 -2%
WAP
221
Wealthcare Advisory Partners
Pennsylvania
$494K -$4.61K -86 -0.9%
M&T Bank
222
M&T Bank
New York
$490K -$305K -5,690 -38%
NPP
223
New Potomac Partners
Maryland
$485K -$24.1K -450 -5%
BCM
224
Brasada Capital Management
Texas
$481K -$788K -14,694 -62%
FIM
225
Fernwood Investment Management
Massachusetts
$479K -$340K -6,334 -42%