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SPDR Bloomberg Convertible Securities ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 SkyOak Wealth SkyOak Wealth LLC | 20,578 | $1.24M | $2.1M | $859,963.06 | 69.58% |
 Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 1,868 | $201,407.76 | $190,255.8 | -$11,151.96 | -5.54% |
| YA Yinka Akinsola Blue Trust Inc. | 300 | $22,986 | $30,555 | $7,569 | 32.93% |
 Jeff Ameen Spire Wealth Management | 5,109 | $412,561.77 | $520,351.65 | $107,789.88 | 26.13% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 2,423 | $161,701.04 | $246,782.55 | $85,081.51 | 52.62% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 526,030 | $43.92M | $55.71M | $11.79M | 26.85% |
 Dipen Mehta Invst LLC | 3,164 | $341,142.48 | $337,282.4 | -$3,860.08 | -1.13% |
 Matthew Fong Seldon Capita LLP | 4,068 | $299,945.12 | $433,648.8 | $133,703.68 | 44.58% |
 Jason E. Archambault SK Wealth Management LLC | 8,361 | $658,259.87 | $885,429.9 | $227,170.03 | 34.51% |
 Ryan Sanford Elevation Capital Advisory LLC | 51,236 | $5.31M | $5.22M | -$94,730.8 | -1.78% |
 Richard Slavik Newbridge Financial Services Group Inc. | 39 | $2,952.95 | $4,157.4 | $1,204.45 | 40.79% |
 Andrew Endelman Independent Wealth Network Inc. | 3,499 | $320,228.48 | $356,373.15 | $36,144.67 | 11.29% |
 Larry Herold Herold Advisors Inc. | 11,925 | $1.02M | $1.21M | $195,420.47 | 19.18% |
 Chad Kelley Alliance Wealth Advisors LLC /UT | 1,886 | $170,683 | $192,089.1 | $21,406.1 | 12.54% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 96,539 | $8.84M | $9.83M | $997,247.87 | 11.29% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 70,636 | $7.49M | $7.53M | $38,149.82 | 0.51% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,457 | $285,575.05 | $352,095.45 | $66,520.4 | 23.29% |
 Thomas Pappas Cottonwood Capital Advisors LLC | 10,753 | $891,853.32 | $1.1M | $203,339.73 | 22.8% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 15,528 | $1.14M | $1.58M | $437,371.46 | 38.23% |
 Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 97 | $7,555.33 | $9,879.45 | $2,324.12 | 30.76% |
