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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
201
United Capital Financial Advisors
Texas
$1.11M +$1.13M +12,425 New
BFS
202
BridgePort Financial Solutions
Iowa
$1.09M +$17.4K +191 +2%
AIA
203
Arrow Investment Advisors
Maryland
$1.08M -$90.9K -1,000 -8%
BNP Paribas Financial Markets
204
BNP Paribas Financial Markets
France
$1.07M -$1.44M -15,787 -57%
HA
205
Herold Advisors
New York
$1.06M -$13.6K -150 -1%
OAM
206
Occidental Asset Management
California
$1.05M
HIM
207
Hanlon Investment Management
New Jersey
$1.04M -$79.7K -877 -7%
IWS
208
Insight Wealth Strategies
California
$1.03M +$3.91K +43 +0.4%
PWP
209
Pursue Wealth Partners
California
$1.02M
GAA
210
Guardian Asset Advisors
Pennsylvania
$1.01M +$50.9K +560 +5%
SRC
211
Sage Rhino Capital
California
$1M -$21.5K -236 -2%
Legacy Financial Group (Iowa)
212
Legacy Financial Group (Iowa)
Iowa
$996K +$27.5K +302 +3%
SWP
213
Stratos Wealth Partners
Ohio
$994K +$454K +4,997 +81%
CCA
214
Cottonwood Capital Advisors
Utah
$983K -$2.36K -26 -0.2%
Lazard Asset Management
215
Lazard Asset Management
New York
$981K
MAG
216
M3 Advisory Group
Massachusetts
$974K +$4.91K +54 +0.5%
SPC
217
Sigma Planning Corp
Michigan
$973K +$28.4K +312 +3%
JFGIW
218
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$970K
DCM
219
Delta Capital Management
New Jersey
$969K
IB
220
Intrust Bank
Kansas
$957K
SWM
221
SK Wealth Management
Rhode Island
$931K -$22.1K -243 -2%
PAA
222
Peregrine Asset Advisers
Oregon
$928K +$41.7K +459 +5%
TFS
223
Targeted Financial Services
Florida
$922K +$940K +10,340 New
HWM
224
HB Wealth Management
Georgia
$917K -$7K -77 -0.7%
TW
225
Towerpoint Wealth
California
$914K +$29.9K +329 +3%