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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
201
Voya Financial Advisors
Connecticut
$1.02M -$12.5K -188 -1%
SAM
202
SignalPoint Asset Management
Missouri
$998K -$82.1K -1,238 -8%
HCM
203
Hengehold Capital Management
Ohio
$957K
SPC
204
Sigma Planning Corp
Michigan
$957K +$90.2K +1,359 +11%
MC
205
Moors & Cabot
Massachusetts
$928K +$639K +9,629 +251%
DIA
206
Dana Investment Advisors
Wisconsin
$927K +$893K +13,455 New
VFA
207
Values First Advisors
Tennessee
$901K +$24.1K +363 +3%
IB
208
Intrust Bank
Kansas
$892K -$18.6K -281 -2%
SWIG
209
Strategic Wealth Investment Group
Kentucky
$892K +$40.7K +613 +5%
BAM
210
BTS Asset Management
Massachusetts
$888K +$290K +4,366 +51%
SW
211
SteelPeak Wealth
California
$882K -$61.9K -933 -7%
HH
212
Hilltop Holdings
Texas
$879K -$21K -317 -2%
CCT
213
Capital City Trust
Florida
$866K -$371K -5,595 -31%
AAS
214
Avantax Advisory Services
Texas
$847K +$811K +12,223 New
Baird Financial Group
215
Baird Financial Group
Wisconsin
$837K +$78K +1,175 +11%
SCG
216
Sonata Capital Group
Washington
$829K
CG
217
Colony Group
Massachusetts
$824K -$122K -1,846 -13%
CA
218
Calton & Associates
Florida
$816K -$30.5K -460 -4%
MSAM
219
Moloney Securities Asset Management
Missouri
$813K +$137K +2,068 +21%
BJL
220
Brighton Jones LLC
Washington
$793K +$464 +7 +0.1%
MIAN
221
Mariner Independent Advisor Network
Kansas
$787K +$66 +1 +0%
SW
222
StrongBox Wealth
Missouri
$776K -$87.8K -1,324 -11%
CCM
223
Covington Capital Management
California
$771K +$49.8K +750 +7%
GM
224
GeoWealth Management
Illinois
$770K -$112K -1,681 -13%
COF
225
Capital One Financial
Virginia
$765K -$1.28M -19,281 -63%