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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LTI
201
Laffer Tengler Investments
Tennessee
$529K +$568K +11,301 New
RJT
202
Raymond James Trust
Florida
$526K
IB
203
Intrust Bank
Kansas
$514K
Lazard Asset Management
204
Lazard Asset Management
New York
$514K
BHB
205
Bank Hapoalim BM
Israel
$508K
ANBT
206
American National Bank & Trust
Texas
$498K -$369K -7,347 -41%
WAP
207
Wealthcare Advisory Partners
Pennsylvania
$494K +$71K +1,412 +15%
SS
208
Simplicity Solutions
Minnesota
$488K +$525K +10,434 New
MAFM
209
Mid Atlantic Financial Management
Pennsylvania
$480K +$516K +10,251 New
AWM
210
AE Wealth Management
Kansas
$474K +$120K +2,389 +31%
BFEC
211
Benjamin F. Edwards & Company
Missouri
$471K -$13.7K -272 -3%
GTAM
212
Global Trust Asset Management
Florida
$468K -$535K -10,643 -52%
Bank of New York Mellon
213
Bank of New York Mellon
New York
$455K -$54.1K -1,076 -10%
LPWM
214
Lake Point Wealth Management
Texas
$447K +$481K +9,561 New
BIA
215
Bigelow Investment Advisors
Maine
$438K +$1.06K +21 +0.2%
BCM
216
Brasada Capital Management
Texas
$435K +$19.1K +380 +4%
AB
217
Atlas Brown
Kentucky
$435K +$468K +9,300 New
IFWM
218
Institute for Wealth Management
Colorado
$433K +$465K +9,248 New
M&T Bank
219
M&T Bank
New York
$431K +$5.88K +117 +1%
NPP
220
New Potomac Partners
Maryland
$421K
CF
221
Centaurus Financial
California
$410K -$654K -13,000 -59%
FA
222
FCG Advisors
New Jersey
$392K +$79.2K +1,575 +23%
PWMAG
223
Pinnacle Wealth Management Advisory Group
New Jersey
$376K +$155K +3,090 +63%
SCM
224
Shelton Capital Management
Colorado
$372K +$10.7K +213 +3%
LFAS
225
Level Four Advisory Services
Texas
$369K +$73.2K +1,456 +23%