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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
201
Towerpoint Wealth
California
$823K -$139K -1,769 -15%
PAA
202
Peregrine Asset Advisers
Oregon
$822K -$5.26K -67 -0.7%
BJL
203
Brighton Jones LLC
Washington
$818K
Comerica Bank
204
Comerica Bank
Texas
$815K -$94.5K -1,204 -11%
Legacy Financial Group (Iowa)
205
Legacy Financial Group (Iowa)
Iowa
$808K -$116K -1,475 -13%
LKWM
206
Lee-Kelleher Wealth Management
Maryland
$785K
HGWM
207
Horst & Graben Wealth Management
Oregon
$782K -$190K -2,424 -20%
JIR
208
James Investment Research
Ohio
$778K +$429K +5,467 +138%
KFI
209
Key Financial Inc
Pennsylvania
$775K +$12.5K +159 +2%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$775K -$97.5K -1,241 -12%
RT
211
Rockland Trust
Massachusetts
$768K -$3.69K -47 -0.5%
SP
212
Stablepoint Partners
Massachusetts
$754K +$30.8K +392 +4%
EWA
213
EverSource Wealth Advisors
Alabama
$740K -$32K -407 -4%
PA
214
Pinnacle Associates
New York
$738K -$27.5K -350 -4%
PFA
215
Portland Financial Advisors
New York
$738K -$13.7K -175 -2%
Invesco
216
Invesco
Georgia
$727K -$59.3K -755 -8%
IWC
217
Integrated Wealth Concepts
Massachusetts
$723K -$283K -3,607 -29%
JP Morgan Chase
218
JP Morgan Chase
New York
$718K -$7.54M -95,961 -92%
SWAG
219
Spectrum Wealth Advisory Group
California
$713K
Squarepoint
220
Squarepoint
New York
$708K -$1.16M -14,728 -63%
FFA
221
Farther Finance Advisors
California
$702K -$5.65K -72 -0.8%
SI
222
Stephens Inc
Arkansas
$691K -$6.86M -87,334 -91%
M&T Bank
223
M&T Bank
New York
$670K -$78.5K -1,000 -11%
P
224
&Partners
Tennessee
$669K +$392K +4,989 +160%
WB
225
Webster Bank
Connecticut
$665K -$157K -2,000 -20%