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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VF
451
VitalStone Financial
Texas
$1.99K – – –
Farther Finance Advisors
452
Farther Finance Advisors
California
$1.69K – – –
TFA
453
Toth Financial Advisory
Virginia
$1.69K – – –
Horizon Investments
454
Horizon Investments
North Carolina
$1.22K -$588 -8 -33%
VFA
455
Values First Advisors
Tennessee
$1.21K -$8.45K -115 -88%
T
456
Tidemark
California
$460 – – –
DWM
457
Darwin Wealth Management
Florida
$460 +$441 +6 New
OLVIG
458
Oliver Lagore Vanvalin Investment Group
Michigan
$230 – – –
DFA
459
DHJJ Financial Advisors
Illinois
$77 – – –
GSEP
460
Golden State Equity Partners
California
$11 – – –
Barclays
461
Barclays
United Kingdom
– -$18.5M -257,186 Closed
RIM
462
Redwood Investment Management
Arizona
– -$18.5M -257,186 Closed
Kingsview Wealth Management
463
Kingsview Wealth Management
Oregon
– -$5.55M -76,958 Closed
Oppenheimer Asset Management
464
Oppenheimer Asset Management
New York
– -$5.45M -75,664 Closed
Allianz Asset Management
465
Allianz Asset Management
Germany
– -$5.15M -71,400 Closed
BCM
466
Bluefin Capital Management
New York
– -$4.49M -62,260 Closed
Thrivent Financial for Lutherans
467
Thrivent Financial for Lutherans
Minnesota
– -$3.01M -41,781 Closed
State of Tennessee, Department of Treasury
468
State of Tennessee, Department of Treasury
Tennessee
– -$2.81M -39,000 Closed
RFWA
469
RPg Family Wealth Advisory
Massachusetts
– -$2.75M -38,127 Closed
OFS
470
OneAscent Financial Services
Alabama
– -$1.63M -22,584 Closed
CFA
471
Cahill Financial Advisors
Minnesota
– -$1.16M -16,092 Closed
SteelPeak Wealth
472
SteelPeak Wealth
California
– -$1.07M -14,836 Closed
Brighton Jones LLC
473
Brighton Jones LLC
Washington
– -$713K -9,900 Closed
GSWM
474
Greenup Street Wealth Management
Michigan
– -$674K -9,348 Closed
Quadrature Capital
475
Quadrature Capital
United Kingdom
– -$663K -9,201 Closed