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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
451
Lake Point Wealth Management
Texas
$3K – – –
NC
452
NewSquare Capital
Pennsylvania
$2K -$555 -8 -17%
MA
453
Montag & Associates
Georgia
$2K – – –
1IA
454
1834 Investment Advisors
Wisconsin
$1K – – –
NFSG
455
Newbridge Financial Services Group
Florida
$1K – – –
TFA
456
Toth Financial Advisory
Virginia
$1K – – –
SFS
457
Sowell Financial Services
Arkansas
– -$32.3M -615,506 Closed
B
458
Barings
North Carolina
– -$31.9M -414,423 Closed
RWA
459
Redhawk Wealth Advisors
Minnesota
– -$7.02M -91,216 Closed
IWA
460
IBEX Wealth Advisors
New Jersey
– -$4.07M -52,867 Closed
FANJ
461
Financial Architects (New Jersey)
New Jersey
– -$3.35M -43,587 Closed
Barclays
462
Barclays
United Kingdom
– -$2.99M -38,900 Closed
HWM
463
Howard Wealth Management
Connecticut
– -$2.2M -28,544 Closed
SL
464
Systelligence LLC
Minnesota
– -$1.99M -25,862 Closed
BCM
465
Brookstone Capital Management
Illinois
– -$1.84M -24,534 Closed
BCP
466
Blackhawk Capital Partners
Wisconsin
– -$1.44M -18,660 Closed
GDP
467
Great Diamond Partners
Maine
– -$1.17M -15,260 Closed
EP
468
Eudaimonia Partners
Tennessee
– -$1.1M -14,364 Closed
CCFM
469
Clear Creek Financial Management
Washington
– -$972K -13,095 Closed
DIM
470
Delta Investment Management
California
– -$885K -11,501 Closed
TSS
471
Two Sigma Securities
New York
– -$874K -11,363 Closed
Vontobel Holding
472
Vontobel Holding
Switzerland
– -$629K -8,171 Closed
LAS
473
Lloyd Advisory Services
Georgia
– -$604K -7,847 Closed
GCMG
474
Gyroscope Capital Management Group
Florida
– -$467K -6,071 Closed
VAG
475
VisionPoint Advisory Group
Texas
– -$365K -5,610 Closed