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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
501
Flagship Harbor Advisors
Massachusetts
-$449K -6,626 Closed
AAS
502
Avantax Advisory Services
Texas
-$403K -5,951 Closed
PI
503
PFG Investments
New York
-$396K -5,844 Closed
PAMG
504
Patton Albertson Miller Group
Tennessee
-$386K -5,700 Closed
EWM
505
Evercore Wealth Management
New York
-$351K -5,177 Closed
SW
506
SVB Wealth
Massachusetts
-$319K -4,701 Closed
Bank of New York Mellon
507
Bank of New York Mellon
New York
-$307K -4,534 Closed
CW
508
CreativeOne Wealth
Kansas
-$300K -4,420 Closed
CA
509
Continuum Advisory
Idaho
-$292K -4,313 Closed
SB
510
Strategic Blueprint
Georgia
-$224K -3,307 Closed
NFG
511
Nations Financial Group
Iowa
-$220K -3,239 Closed
FIM
512
Fernwood Investment Management
Massachusetts
-$214K -3,158 Closed
SS
513
Sunbelt Securities
Texas
-$212K -3,120 Closed
VCM
514
Virtue Capital Management
Tennessee
-$208K -2,960 Closed
CG
515
Cutler Group
California
-$143K -2,109 Closed
AIC
516
Archer Investment Corporation
Indiana
-$58.9K -869 Closed
SSWM
517
Sheets Smith Wealth Management
North Carolina
-$33.2K -490 Closed
RIA
518
Realta Investment Advisors
Delaware
-$34K -486 Closed
RFA
519
Resurgent Financial Advisors
Georgia
-$32.6K -481 Closed
IAS
520
IMA Advisory Services
Colorado
-$27.1K -400 Closed
CSPIA
521
Cary Street Partners Investment Advisory
Virginia
-$26.3K -388 Closed
HIA
522
Harbor Investment Advisory
Maryland
-$13.6K -200 Closed
GIA
523
Goodwin Investment Advisory
Georgia
-$10.2K -150 Closed
JWA
524
JFS Wealth Advisors
Pennsylvania
-$8.54K -126 Closed
BAAM
525
Baker Avenue Asset Management
California
-$7.12K -105 Closed