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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
201
Dakota Wealth Management
Florida
$684K -$69.6K -1,039 -9%
SAM
202
SignalPoint Asset Management
Missouri
$669K -$2.41K -36 -0.4%
Invesco
203
Invesco
Georgia
$647K -$60.2K -899 -9%
CAG
204
Csenge Advisory Group
Florida
$643K -$4.44M -66,277 -87%
HCM
205
Highview Capital Management
Illinois
$637K
RT
206
Rockland Trust
Massachusetts
$635K -$1.23M -18,361 -66%
CA
207
Cetera Advisors
Colorado
$631K -$483K -7,215 -43%
RW
208
RVW Wealth
California
$621K +$3.28K +49 +0.5%
LFAS
209
Level Four Advisory Services
Texas
$618K -$54.2K -809 -8%
WP
210
WealthSource Partners
California
$611K -$567K -8,469 -48%
LFA
211
Laraway Financial Advisors
Minnesota
$605K
JWCA
212
J.W. Cole Advisors
Florida
$604K +$9.64K +144 +2%
JWCA
213
J.W. Coons Advisors
Ohio
$600K -$174K -2,600 -23%
SCG
214
Sonata Capital Group
Washington
$587K
OPS
215
Orion Portfolio Solutions
Nebraska
$585K +$156K +2,325 +36%
BCI
216
Brinker Capital Investments
Pennsylvania
$585K +$336K +5,024 +136%
SWM
217
Spire Wealth Management
Virginia
$585K +$11.3K +169 +2%
CWM
218
Connecticut Wealth Management
Connecticut
$584K
HCM
219
Hengehold Capital Management
Ohio
$582K
SAG
220
SageView Advisory Group
California
$580K -$95K -1,419 -14%
Qube Research & Technologies (QRT)
221
Qube Research & Technologies (QRT)
United Kingdom
$574K +$573K +8,557 New
IFG
222
Independent Financial Group
California
$573K +$175K +2,620 +44%
DADC
223
D.A. Davidson & Co
Montana
$571K -$17.4K -260 -3%
FA
224
Faithward Advisors
Pennsylvania
$559K -$364K -5,428 -39%
SWP
225
Stratos Wealth Partners
Ohio
$549K -$2.1M -31,397 -79%