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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
201
Chatham Capital Group
Georgia
$595K
BCM
202
Brookstone Capital Management
Illinois
$589K +$92.2K +1,761 +19%
Baird Financial Group
203
Baird Financial Group
Wisconsin
$586K -$244K -4,652 -30%
Lazard Asset Management
204
Lazard Asset Management
New York
$581K
SCG
205
Sonata Capital Group
Washington
$580K -$52.4K -1,000 -8%
BIA
206
Bigelow Investment Advisors
Maine
$561K +$77.2K +1,474 +16%
HCM
207
HMS Capital Management
Tennessee
$560K -$450K -8,600 -45%
WEC
208
Winslow Evans & Crocker
Massachusetts
$542K +$43.3K +826 +9%
IFWM
209
Institute for Wealth Management
Colorado
$517K +$13.2K +252 +3%
GTAM
210
Global Trust Asset Management
Florida
$515K -$359K -6,853 -41%
ASN
211
Advisory Services Network
Georgia
$508K +$363K +6,934 +258%
FWM
212
Focused Wealth Management
New York
$507K -$533K -10,171 -51%
AI
213
Atria Investments
North Carolina
$504K -$149K -2,848 -23%
CAC
214
Certified Advisory Corp
Florida
$484K +$201K +3,835 +72%
KA
215
Kovack Advisors
Florida
$474K -$41.3K -789 -8%
M&T Bank
216
M&T Bank
New York
$466K -$3.4K -65 -0.7%
CF
217
Centaurus Financial
California
$462K
AWM
218
Altium Wealth Management
New York
$448K +$444K +8,470 New
BRWM
219
B. Riley Wealth Management
Tennessee
$424K -$25K -477 -6%
BHB
220
Bank Hapoalim BM
Israel
$413K
FA
221
FDx Advisors
Illinois
$413K +$25K +477 +6%
KWM
222
Kingsview Wealth Management
Oregon
$405K -$610K -11,657 -60%
CIBC World Market
223
CIBC World Market
Ontario, Canada
$396K -$712K -13,594 -64%
AF
224
Advisornet Financial
Minnesota
$389K +$12.1K +231 +3%
LP
225
LGL Partners
Pennsylvania
$379K -$286K -5,458 -43%