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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
201
Clear Creek Financial Management
Washington
$557K -$292K -5,365 -33%
EVM
202
Eaton Vance Management
Massachusetts
$552K -$48.7K -896 -7%
BJL
203
Brighton Jones LLC
Washington
$552K +$1.58K +29 +0.3%
CCG
204
Chatham Capital Group
Georgia
$548K +$10.9K +200 +2%
MIAN
205
Mariner Independent Advisor Network
Kansas
$545K -$39.2K -721 -6%
TCM
206
Telos Capital Management
California
$545K +$288K +5,291 +87%
IFWM
207
Institute for Wealth Management
Colorado
$541K -$45K -828 -7%
ASN
208
Advisory Services Network
Georgia
$538K -$737K -13,557 -55%
SWP
209
Stratos Wealth Partners
Ohio
$533K +$26.2K +481 +5%
RJT
210
Raymond James Trust
Florida
$530K -$23.6K -434 -4%
M&T Bank
211
M&T Bank
New York
$528K +$600K +11,029 New
Lazard Asset Management
212
Lazard Asset Management
New York
$526K
BOS
213
Bank of Stockton
California
$524K -$250K -4,600 -30%
AWA
214
Arete Wealth Advisors
Illinois
$519K -$1.48M -27,171 -71%
NSB
215
Norway Savings Bank
Maine
$488K -$49.2K -905 -8%
DBRC
216
D.B. Root & Company
Pennsylvania
$477K -$192K -3,526 -26%
BF
217
BOK Financial
Oklahoma
$471K -$880K -16,182 -62%
IWM
218
IHT Wealth Management
Illinois
$468K -$175K -3,225 -25%
OMC
219
Overbrook Management Corp
New York
$468K +$532K +9,782 New
EGA
220
E&G Advisors
Texas
$452K -$5.44K -100 -1%
RIG
221
Ramiah Investment Group
Wisconsin
$450K -$10.8K -198 -2%
PCM
222
Palisade Capital Management
New Jersey
$449K -$305K -5,615 -37%
WC
223
Waterloo Capital
Texas
$441K +$501K +9,220 New
CWM
224
Calamos Wealth Management
Illinois
$431K -$859K -15,796 -64%
FIG
225
FundX Investment Group
California
$430K +$488K +8,976 New