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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRC
201
Curi RMB Capital
Illinois
$902K
BS
202
Banco Santander
Spain
$900K -$161K -2,477 -15%
FA
203
Faithward Advisors
Pennsylvania
$892K -$42.1K -647 -4%
LWM
204
Laidlaw Wealth Management
New York
$888K +$197K +3,024 +28%
AF
205
Apexium Financial
Texas
$875K -$183K -2,813 -17%
WIA
206
World Investment Advisors
California
$867K -$10.1K -155 -1%
HA
207
Herold Advisors
New York
$856K -$49.4K -758 -5%
MOS
208
MGO One Seven
Ohio
$850K -$308K -4,734 -26%
SWAG
209
Spectrum Wealth Advisory Group
California
$843K -$132K -2,027 -13%
PCS
210
Personal CFO Solutions
New Jersey
$837K +$54.6K +839 +7%
BFG
211
Buttonwood Financial Group
Missouri
$792K +$801K +12,309 New
TCM
212
Telos Capital Management
California
$764K +$11.7K +179 +2%
VFA
213
Values First Advisors
Tennessee
$754K +$75.4K +1,158 +11%
JWCA
214
J.W. Coons Advisors
Ohio
$743K +$28.8K +443 +4%
KFI
215
Key Financial Inc
Pennsylvania
$742K
DWM
216
Dakota Wealth Management
Florida
$723K -$6.51K -100 -0.9%
Lazard Asset Management
217
Lazard Asset Management
New York
$707K
FMC
218
First Merchants Corp
Indiana
$685K
CA
219
Calton & Associates
Florida
$685K +$89.4K +1,373 +15%
Invesco
220
Invesco
Georgia
$678K +$78.5K +1,205 +13%
ARC
221
Advisor Resource Council
Texas
$664K +$11.7K +180 +2%
IB
222
Intrust Bank
Kansas
$659K
SAG
223
SageView Advisory Group
California
$648K +$656K +10,070 New
LFAS
224
Level Four Advisory Services
Texas
$644K +$212K +3,256 +48%
SAM
225
SignalPoint Asset Management
Missouri
$644K -$1.37K -21 -0.2%