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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAG
201
M3 Advisory Group
Massachusetts
$984K +$51.8K +602 +6%
DCM
202
Delta Capital Management
New Jersey
$983K
GAA
203
Guardian Asset Advisors
Pennsylvania
$979K +$55.4K +644 +6%
IB
204
Intrust Bank
Kansas
$971K +$10.8K +125 +1%
CI
205
CX Institutional
Indiana
$961K +$914K +10,624 New
SPC
206
Sigma Planning Corp
Michigan
$959K -$4.64K -54 -0.5%
SAM
207
Smithbridge Asset Management
Pennsylvania
$958K +$911K +10,590 New
Legacy Financial Group (Iowa)
208
Legacy Financial Group (Iowa)
Iowa
$944K +$55.9K +650 +7%
HWM
209
HB Wealth Management
Georgia
$937K +$277K +3,218 +45%
SWM
210
SK Wealth Management
Rhode Island
$932K -$28.4K -330 -3%
FMC
211
First Merchants Corp
Indiana
$930K -$32.2K -374 -4%
TCM
212
Telos Capital Management
California
$928K -$46.8K -544 -5%
WA
213
Win Advisors
Florida
$919K +$873K +10,153 New
MYIA
214
Mount Yale Investment Advisors
Colorado
$919K +$873K +10,150 New
VAS
215
Vestmark Advisory Solutions
Massachusetts
$919K +$873K +10,150 New
CWMGO
216
Capstone Wealth Management Group (Oregon)
Oregon
$917K -$8.6K -100 -1%
PAA
217
Peregrine Asset Advisers
Oregon
$900K
TW
218
Towerpoint Wealth
California
$897K -$3.61K -42 -0.4%
KPWS
219
Kestra Private Wealth Services
Texas
$896K +$549K +6,382 +181%
BJL
220
Brighton Jones LLC
Washington
$896K
RWA
221
Redhawk Wealth Advisors
Minnesota
$866K +$823K +9,573 New
SWM
222
SeaCrest Wealth Management
New York
$863K +$118K +1,372 +17%
LKWM
223
Lee-Kelleher Wealth Management
Maryland
$860K
KFI
224
Key Financial Inc
Pennsylvania
$842K -$13.7K -159 -2%
RT
225
Rockland Trust
Massachusetts
$841K