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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
201
World Investment Advisors
California
$863K +$37.1K +552 +4%
HFS
202
Horizon Financial Services
North Carolina
$846K -$2.01M -29,924 -69%
CCM
203
Covington Capital Management
California
$810K -$20.2K -300 -2%
PCS
204
Personal CFO Solutions
New Jersey
$770K +$819K +12,170 New
KFI
205
Key Financial Inc
Pennsylvania
$742K +$107K +1,584 +16%
TCM
206
Telos Capital Management
California
$740K +$29K +431 +4%
DWM
207
Dakota Wealth Management
Florida
$718K +$763K +11,336 New
OPS
208
Orion Portfolio Solutions
Nebraska
$716K +$250K +3,717 +49%
SOS
209
Silver Oak Securities
Tennessee
$712K +$706K +10,500 New
JWCA
210
J.W. Coons Advisors
Ohio
$703K
Lazard Asset Management
211
Lazard Asset Management
New York
$696K
LWM
212
Laidlaw Wealth Management
New York
$682K +$2.96K +44 +0.4%
FMC
213
First Merchants Corp
Indiana
$674K
VFA
214
Values First Advisors
Tennessee
$669K +$8.27K +123 +1%
PPP
215
Private Portfolio Partners
New Jersey
$662K -$49.8K -741 -7%
IB
216
Intrust Bank
Kansas
$648K -$2.29K -34 -0.3%
ARC
217
Advisor Resource Council
Texas
$642K +$422K +6,275 +162%
SAM
218
SignalPoint Asset Management
Missouri
$634K -$18.2K -270 -3%
EH
219
Equitable Holdings
New York
$630K +$119K +1,764 +22%
IDA
220
Intelligence Driven Advisers
California
$629K -$245K -3,635 -28%
BJL
221
Brighton Jones LLC
Washington
$627K
HWMA
222
Heritage Wealth Management (Arizona)
Arizona
$617K +$87.5K +1,301 +15%
HHRDM
223
H&H Retirement Design & Management
Nevada
$616K -$39.6K -589 -6%
IWM
224
IHT Wealth Management
Illinois
$598K +$257K +3,823 +68%
SDWMA
225
Schneider Downs Wealth Management Advisors
Pennsylvania
$593K