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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
201
Howard Wealth Management
Connecticut
$1.04M +$1.01M +18,785 New
HCM
202
Hengehold Capital Management
Ohio
$1.03M -$48.6K -902 -5%
RWA
203
Redhawk Wealth Advisors
Minnesota
$1.01M +$126K +2,332 +15%
CCT
204
Capital City Trust
Florida
$1.01M -$249K -4,617 -20%
CWM
205
Cordatus Wealth Management
Pennsylvania
$1.01M +$977K +18,147 New
CAS
206
Cascadia Advisory Services
Oregon
$1M +$971K +18,039 New
Koshinski Asset Management
207
Koshinski Asset Management
Illinois
$1M +$972K +18,059 New
SAM
208
SignalPoint Asset Management
Missouri
$990K +$5.44K +101 +0.6%
CFA
209
Cahill Financial Advisors
Minnesota
$990K +$15.6K +290 +2%
William Blair & Company
210
William Blair & Company
Illinois
$983K +$39.3K +730 +4%
ACM
211
Anfield Capital Management
California
$983K +$1.03M +19,217 New
BRWM
212
B. Riley Wealth Management
Tennessee
$965K +$171K +3,184 +22%
VFA
213
Voya Financial Advisors
Connecticut
$956K +$23.1K +429 +3%
LFAS
214
Level Four Advisory Services
Texas
$945K +$160K +2,976 +23%
ACS
215
Archford Capital Strategies
Illinois
$937K -$20.1K -374 -2%
OAM
216
Occidental Asset Management
California
$936K
CCM
217
Covington Capital Management
California
$933K +$5.38K +100 +0.6%
CCFM
218
Clear Creek Financial Management
Washington
$920K +$213K +3,949 +33%
CG
219
Colony Group
Massachusetts
$914K +$7.91K +147 +0.9%
GTAM
220
Global Trust Asset Management
Florida
$901K +$390K +7,241 +81%
Calamos Advisors
221
Calamos Advisors
Illinois
$901K +$486K +9,030 +125%
QFA
222
Quattro Financial Advisors
Texas
$886K
FHC
223
First Heartland Consultants
Missouri
$884K -$759K -14,092 -47%
Millennium Management
224
Millennium Management
New York
$879K -$257K -4,780 -23%
VFA
225
Values First Advisors
Tennessee
$871K +$844K +15,687 New