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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
201
Lazard Asset Management
New York
$710K
SPC
202
Sigma Planning Corp
Michigan
$705K -$37.5K -540 -5%
HHRDM
203
H&H Retirement Design & Management
Nevada
$703K +$21K +302 +3%
LWM
204
Laidlaw Wealth Management
New York
$693K -$235K -3,382 -24%
FMC
205
First Merchants Corp
Indiana
$688K
VFA
206
Values First Advisors
Tennessee
$674K -$358K -5,156 -33%
SAM
207
SignalPoint Asset Management
Missouri
$664K +$67K +965 +10%
IB
208
Intrust Bank
Kansas
$663K
Renaissance Technologies
209
Renaissance Technologies
New York
$659K -$527K -7,600 -43%
KFI
210
Key Financial Inc
Pennsylvania
$657K -$39.1K -564 -5%
Invesco
211
Invesco
Georgia
$654K -$3.33K -48 -0.5%
BJL
212
Brighton Jones LLC
Washington
$640K -$34K -490 -5%
MCM
213
MV Capital Management
Maryland
$619K -$1.07M -15,355 -62%
OPA
214
Old Port Advisors
Maine
$618K -$47.3K -682 -7%
HW
215
Hedeker Wealth
Illinois
$617K -$3.24M -46,750 -83%
LWM
216
Loveless Wealth Management
Montana
$616K
GEA
217
Glen Eagle Advisors
New Jersey
$615K -$220K -3,173 -25%
SDWMA
218
Schneider Downs Wealth Management Advisors
Pennsylvania
$605K
RW
219
RVW Wealth
California
$594K
CA
220
Calton & Associates
Florida
$592K -$69K -995 -10%
LFA
221
Laraway Financial Advisors
Minnesota
$582K -$52K -750 -8%
SRC
222
Sage Rhino Capital
California
$581K +$19.6K +282 +3%
NSB
223
Norway Savings Bank
Maine
$574K +$98.9K +1,426 +19%
State Street
224
State Street
Massachusetts
$571K -$10.4K -150 -2%
HCM
225
Hengehold Capital Management
Ohio
$560K