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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWS
201
Insight Wealth Strategies
California
$837K -$19.9K -293 -2%
FIA
202
Foundations Investment Advisors
Arizona
$820K -$418K -6,158 -35%
NJIM
203
Nabity-Jensen Investment Management
Nebraska
$809K +$761K +11,209 New
Lido Advisors
204
Lido Advisors
California
$808K +$38.6K +568 +5%
Lazard Asset Management
205
Lazard Asset Management
New York
$793K
DCM
206
Delta Capital Management
New Jersey
$773K
IB
207
Intrust Bank
Kansas
$771K +$12.1K +178 +2%
JWCA
208
J.W. Cole Advisors
Florida
$770K +$133K +1,955 +22%
NA
209
NewEdge Advisors
Louisiana
$752K -$192K -2,823 -21%
Victory Capital Management
210
Victory Capital Management
Texas
$749K +$705K +10,381 New
Jane Street
211
Jane Street
New York
$747K -$5.58M -82,177 -89%
LTI
212
Laffer Tengler Investments
Tennessee
$726K +$683K +10,061 New
AI
213
AXS Investments
New York
$722K -$407K -6,000 -38%
CA
214
Calton & Associates
Florida
$721K +$678K +9,989 New
BJL
215
Brighton Jones LLC
Washington
$714K
Cerity Partners
216
Cerity Partners
New York
$701K +$432K +6,356 +189%
MAG
217
M3 Advisory Group
Massachusetts
$697K +$656K +9,658 New
SAM
218
SignalPoint Asset Management
Missouri
$688K -$25.9K -381 -4%
FF
219
Farrell Financial
New York
$686K +$686K +10,104 New
FMC
220
First Merchants Corp
Indiana
$660K
US Bancorp
221
US Bancorp
Minnesota
$656K -$115K -1,690 -16%
BBHC
222
Brown Brothers Harriman & Co
New York
$643K -$400K -5,885 -40%
DADC
223
D.A. Davidson & Co
Montana
$600K -$148K -2,185 -21%
LFA
224
Laraway Financial Advisors
Minnesota
$595K
CAC
225
Certified Advisory Corp
Florida
$591K -$30.3K -446 -5%