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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
476
Revisor Wealth Management
Ohio
– -$996K -14,238 Closed
AG
477
Ascent Group
Virginia
– -$889K -12,664 Closed
CA
478
Calton & Associates
Florida
– -$737K -10,537 Closed
LWM
479
Laidlaw Wealth Management
New York
– -$558K -7,971 Closed
DI
480
DFPG Investments
Utah
– -$482K -6,727 Closed
Kingswood Wealth Advisors
481
Kingswood Wealth Advisors
California
– -$440K -6,295 Closed
CCM
482
Crabel Capital Management
California
– -$412K -5,895 Closed
WA
483
Win Advisors
Florida
– -$293K -5,124 Closed
Bleakley Financial Group
484
Bleakley Financial Group
New Jersey
– -$299K -4,271 Closed
Simplicity Solutions
485
Simplicity Solutions
Minnesota
– -$299K -4,271 Closed
BOK Financial
486
BOK Financial
Oklahoma
– -$279K -3,995 Closed
SHFP
487
Second Half Financial Partners
Florida
– -$270K -3,864 Closed
CPSAC
488
Chas P. Smith & Associates (CPS)
Florida
– -$269K -3,841 Closed
SAM
489
Strategy Asset Managers
California
– -$259K -3,705 Closed
Trexquant Investment
490
Trexquant Investment
Connecticut
– -$247K -3,538 Closed
APW
491
Austin Private Wealth
Texas
– -$246K -3,511 Closed
NRI
492
NFP Retirement Inc
California
– -$242K -3,463 Closed
IW
493
Instrumental Wealth
Florida
– -$232K -3,277 Closed
EP
494
Edgestream Partners
New Jersey
– -$229K -3,267 Closed
Koshinski Asset Management
495
Koshinski Asset Management
Illinois
– -$221K -3,156 Closed
Focus Partners Advisor Solutions
496
Focus Partners Advisor Solutions
Missouri
– -$204K -2,919 Closed
MAS
497
Madden Advisory Services
Florida
– -$204K -2,918 Closed
Ashton Thomas Private Wealth
498
Ashton Thomas Private Wealth
Arizona
– -$203K -2,909 Closed
WP
499
Westmount Partners
California
– -$200K -2,860 Closed
RWPA
500
Richard W. Paul & Associates
Michigan
– -$170K -2,428 Closed