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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MS
501
Monetary Solutions
Ohio
$6.69K +$6.82K +75 New
BC
502
Barrett & Company
Rhode Island
$5.98K – – –
TCM
503
TD Capital Management
Tennessee
$5.63K – – –
KCM
504
Key Capital Management
Tennessee
$3.66K +$3.73K +41 New
NFSG
505
Newbridge Financial Services Group
Florida
$3.43K – – –
FFA
506
Founders Financial Alliance
North Carolina
$2.41K -$11.8K -130 -83%
Q1WB
507
Quest 10 Wealth Builders
Virginia
$2.23K – – –
LGWM
508
Litman Gregory Wealth Management
California
$892 +$909 +10 New
T
509
Tidemark
California
$535 – – –
PWAM
510
Private Wealth Asset Management
Iowa
$357 +$91 +1 +33%
DFA
511
DHJJ Financial Advisors
Illinois
$90 – – –
FMII
512
Farmers & Merchants Investments Inc
Nebraska
$89 +$91 +1 New
FTA
513
Financial & Tax Architects
Missouri
– -$10.2M -112,987 Closed
Capstone Investment Advisors
514
Capstone Investment Advisors
New York
– -$9.67M -106,801 Closed
EC
515
Elequin Capital
New York
– -$8.12M -89,729 Closed
Renaissance Technologies
516
Renaissance Technologies
New York
– -$4.81M -53,100 Closed
MPPLM
517
Midwest Professional Planners Ltd (MPPL)
Wisconsin
– -$3.45M -38,133 Closed
Squarepoint
518
Squarepoint
New York
– -$2.56M -28,311 Closed
WA
519
Win Advisors
Florida
– -$919K -10,153 Closed
BJL
520
Brighton Jones LLC
Washington
– -$896K -9,900 Closed
RWA
521
Redhawk Wealth Advisors
Minnesota
– -$866K -9,573 Closed
CFIM
522
Client First Investment Management
Wisconsin
– -$578K -6,382 Closed
PCM
523
Prelude Capital Management
New York
– -$573K -6,327 Closed
CST
524
Charles Schwab Trust
Nevada
– -$462K -5,109 Closed
CSP
525
Cary Street Partners
Virginia
– -$449K -4,966 Closed