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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCA
426
Greenwood Capital Associates
South Carolina
-$313K -5,635 Closed
LTI
427
Laffer Tengler Investments
Tennessee
-$297K -5,346 Closed
LP
428
LGL Partners
Pennsylvania
-$277K -4,993 Closed
AWM
429
Affinity Wealth Management
Delaware
-$250K -4,500 Closed
Bank of New York Mellon
430
Bank of New York Mellon
New York
-$243K -4,390 Closed
SFG
431
Summit Financial Group
West Virginia
-$233K -4,205 Closed
SFA
432
Sequoia Financial Advisors
Ohio
-$230K -4,150 Closed
IAA
433
Independent Advisor Alliance
North Carolina
-$229K -4,135 Closed
FNBT
434
FineMark National Bank & Trust
Florida
-$227K -4,094 Closed
UR
435
USCA RIA
Texas
-$222K -4,000 Closed
MC
436
Moors & Cabot
Massachusetts
-$214K -3,863 Closed
PFA
437
Pinnacle Family Advisors
Missouri
-$213K -3,844 Closed
WSFS
438
Wilmington Savings Fund Society
Delaware
-$204K -3,669 Closed
KWMG
439
King Wealth Management Group
Florida
-$202K -3,638 Closed
DIM
440
Delta Investment Management
California
-$200K -3,611 Closed
RAM
441
Riggs Asset Management
Pennsylvania
-$182K -3,283 Closed
PFBT
442
Parkside Financial Bank & Trust
Missouri
-$110K -1,990 Closed
ACM
443
Allred Capital Management
Texas
-$83.3K -1,500 Closed
EW
444
Element Wealth
Mississippi
-$54K -966 Closed
SIC
445
Samalin Investment Counsel
New York
-$52K -952 Closed
CL
446
Cabana LLC
Arkansas
-$36K -655 Closed
LWA
447
Lowe Wealth Advisors
Maryland
-$29K -526 Closed
RFM
448
Royal Fund Management
Florida
-$26K -475 Closed
CFA
449
Carroll Financial Associates
North Carolina
-$13K -252 Closed
LIA
450
LS Investment Advisors
Michigan
-$14K -250 Closed