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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PG
201
Patten Group
Tennessee
$1.13M -$438K -5,548 -28%
MPPLM
202
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.12M -$2.87M -36,448 -72%
IWC
203
Integrated Wealth Concepts
Massachusetts
$1.11M +$60.6K +769 +6%
WIA
204
World Investment Advisors
California
$1.11M -$2.92K -37 -0.3%
LFASL
205
Lugano Financial Advisors SA (LFA)
Switzerland
$1.09M
PWMA
206
Pension & Wealth Management Advisors
Massachusetts
$1.07M +$1.08M +13,734 New
PWP
207
Pursue Wealth Partners
California
$1.04M
BCP
208
Blackhawk Capital Partners
Wisconsin
$1.04M +$1.05M +13,317 New
OAM
209
Occidental Asset Management
California
$1.03M -$62.7K -795 -6%
LMKC
210
L.M. Kohn & Company
Ohio
$1.02M -$32.2K -408 -3%
Calamos Advisors
211
Calamos Advisors
Illinois
$1.01M +$1.03M +13,015 New
ETC
212
Exchange Traded Concepts
Oklahoma
$1.01M +$477K +6,055 +88%
AF
213
Apexium Financial
Texas
$989K +$26.4K +335 +3%
FF
214
Farrell Financial
New York
$984K +$28.9K +366 +3%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$977K -$303K -3,844 -23%
NJIM
216
Nabity-Jensen Investment Management
Nebraska
$973K +$101K +1,279 +11%
BFS
217
BridgePort Financial Solutions
Iowa
$965K +$967K +12,261 New
AIA
218
Arrow Investment Advisors
Maryland
$951K
Legacy Financial Group (Iowa)
219
Legacy Financial Group (Iowa)
Iowa
$939K +$158K +2,005 +20%
DADC
220
D.A. Davidson & Co
Montana
$929K +$305K +3,868 +48%
HA
221
Herold Advisors
New York
$919K
SWM
222
SK Wealth Management
Rhode Island
$907K
CWMGO
223
Capstone Wealth Management Group (Oregon)
Oregon
$905K +$916K +11,614 New
IWS
224
Insight Wealth Strategies
California
$896K +$4.65K +59 +0.5%
SWM
225
SeaCrest Wealth Management
New York
$879K +$205K +2,601 +30%