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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
201
Ausdal Financial Partners
Iowa
$1.01M +$906 +13 +0.1%
BBHC
202
Brown Brothers Harriman & Co
New York
$1M +$864K +12,400 +517%
CCFM
203
Clear Creek Financial Management
Washington
$981K +$1.95K +28 +0.2%
PA
204
Pinnacle Associates
New York
$981K -$39K -560 -4%
CRC
205
Curi RMB Capital
Illinois
$963K +$12.2K +175 +1%
LFASL
206
Lugano Financial Advisors SA (LFA)
Switzerland
$948K -$567K -8,127 -37%
PWP
207
Pursue Wealth Partners
California
$909K -$249K -3,575 -21%
KFI
208
Key Financial Inc
Pennsylvania
$908K +$6.62K +95 +0.7%
HA
209
Herold Advisors
New York
$902K
NA
210
NewEdge Advisors
Louisiana
$901K +$190K +2,732 +26%
WIA
211
World Investment Advisors
California
$897K -$23.8K -342 -3%
AF
212
Apexium Financial
Texas
$881K -$27.4K -393 -3%
VFA
213
Values First Advisors
Tennessee
$875K +$33.9K +486 +4%
Invesco
214
Invesco
Georgia
$841K +$488 +7 +0.1%
SWAG
215
Spectrum Wealth Advisory Group
California
$837K -$16.8K -241 -2%
DWA
216
Dorsey Wright & Associates
California
$825K -$75.6K -1,084 -8%
TCM
217
Telos Capital Management
California
$822K -$7.6K -109 -0.9%
Corient Private Wealth
218
Corient Private Wealth
Florida
$816K -$54.4K -780 -6%
IWS
219
Insight Wealth Strategies
California
$807K -$80.7K -1,157 -9%
SAG
220
SageView Advisory Group
California
$795K -$66.6K -956 -8%
Lazard Asset Management
221
Lazard Asset Management
New York
$745K
US Bancorp
222
US Bancorp
Minnesota
$731K -$407K -5,841 -35%
DCM
223
Delta Capital Management
New Jersey
$726K
Lido Advisors
224
Lido Advisors
California
$721K -$407K -5,844 -35%
IB
225
Intrust Bank
Kansas
$713K