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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
201
HB Wealth Management
Georgia
$770K
WB
202
Webster Bank
Connecticut
$770K
PAA
203
Peregrine Asset Advisers
Oregon
$767K -$4.42K -56 -0.6%
QCM
204
Quantinno Capital Management
New York
$766K +$790K +10,000 New
BJL
205
Brighton Jones LLC
Washington
$759K
SC
206
Sculptor Capital
New York
$742K -$1.35M -17,089 -64%
Invesco
207
Invesco
Georgia
$732K -$21.4K -271 -3%
JFGIW
208
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$730K +$31.6K +400 +4%
LKWM
209
Lee-Kelleher Wealth Management
Maryland
$728K
EWA
210
EverSource Wealth Advisors
Alabama
$717K -$1.08M -13,608 -59%
RT
211
Rockland Trust
Massachusetts
$716K -$7.74K -98 -1%
PA
212
Pinnacle Associates
New York
$711K -$14.5K -183 -2%
KFI
213
Key Financial Inc
Pennsylvania
$706K
PFA
214
Portland Financial Advisors
New York
$698K +$57.1K +723 +9%
M&T Bank
215
M&T Bank
New York
$697K -$105K -1,325 -13%
FIA
216
Foundations Investment Advisors
Arizona
$688K -$2.61M -33,062 -79%
US Bancorp
217
US Bancorp
Minnesota
$676K +$1.26K +16 +0.2%
SWM
218
SeaCrest Wealth Management
New York
$674K -$197K -2,498 -22%
HPC
219
Hobart Private Capital
North Carolina
$670K -$82.9K -1,049 -11%
SP
220
Stablepoint Partners
Massachusetts
$669K +$2.37K +30 +0.3%
SWAG
221
Spectrum Wealth Advisory Group
California
$661K
FFA
222
Farther Finance Advisors
California
$657K +$675K +8,541 +38,823%
FBB
223
Fulton Breakefield Broenniman
Maryland
$642K -$3.39M -42,964 -84%
LFA
224
Laraway Financial Advisors
Minnesota
$613K
FWA
225
FORM Wealth Advisors
Wisconsin
$603K +$622K +7,869 New