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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWAG
201
Spectrum Wealth Advisory Group
California
$712K -$48.5K -678 -6%
Legacy Financial Group (Iowa)
202
Legacy Financial Group (Iowa)
Iowa
$708K +$4.37K +61 +0.6%
RT
203
Rockland Trust
Massachusetts
$704K -$14.1K -197 -2%
JIR
204
James Investment Research
Ohio
$692K
LCWP
205
Legacy Capital Wealth Partners
Arkansas
$686K +$344K +4,807 +102%
SAM
206
SignalPoint Asset Management
Missouri
$684K -$2.65K -37 -0.4%
GSWM
207
Greenup Street Wealth Management
Michigan
$674K +$80.8K +1,129 +14%
JWCA
208
J.W. Cole Advisors
Florida
$670K -$23.1K -323 -3%
US Bancorp
209
US Bancorp
Minnesota
$665K +$11.2K +157 +2%
QC
210
Quadrature Capital
United Kingdom
$663K +$659K +9,201 New
FMC
211
First Merchants Corp
Indiana
$659K
CA
212
Calton & Associates
Florida
$645K -$22.3K -312 -3%
FIA
213
Foundations Investment Advisors
Arizona
$645K -$682K -9,535 -52%
Mariner
214
Mariner
Kansas
$620K -$3.61M -50,383 -85%
SP
215
Stablepoint Partners
Massachusetts
$616K +$60.3K +843 +11%
HGWM
216
Horst & Graben Wealth Management
Oregon
$592K -$4.01K -56 -0.7%
DADC
217
D.A. Davidson & Co
Montana
$580K -$17.1K -239 -3%
LFA
218
Laraway Financial Advisors
Minnesota
$576K
CPL
219
CAP Partners LLC
Tennessee
$559K -$215 -3 -0%
HWM
220
HB Wealth Management
Georgia
$541K
CWM
221
Connecticut Wealth Management
Connecticut
$511K
MWM
222
Modern Wealth Management
Kansas
$511K +$251K +3,507 +98%
SFP
223
Strategic Financial Partners
Oregon
$500K +$39.6K +554 +9%
DFG
224
Delta Financial Group
New Jersey
$499K -$14.1K -197 -3%
CW
225
CreativeOne Wealth
Kansas
$494K +$93K +1,300 +23%