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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
501
Barrett & Company
Rhode Island
$5.98K
TCM
502
TD Capital Management
Tennessee
$5.63K
KCM
503
Key Capital Management
Tennessee
$3.66K +$3.73K +41 New
NFSG
504
Newbridge Financial Services Group
Florida
$3.43K
FFA
505
Founders Financial Alliance
North Carolina
$2.41K -$11.8K -130 -83%
Q1WB
506
Quest 10 Wealth Builders
Virginia
$2.23K
LGWM
507
Litman Gregory Wealth Management
California
$892 +$909 +10 New
T
508
Tidemark
California
$535
PWAM
509
Private Wealth Asset Management
Iowa
$357 +$91 +1 +33%
DFA
510
DHJJ Financial Advisors
Illinois
$90
FMII
511
Farmers & Merchants Investments Inc
Nebraska
$89 +$91 +1 New
FTA
512
Financial & Tax Architects
Missouri
-$10.2M -112,987 Closed
Capstone Investment Advisors
513
Capstone Investment Advisors
New York
-$9.67M -106,801 Closed
EC
514
Elequin Capital
New York
-$8.12M -89,729 Closed
Renaissance Technologies
515
Renaissance Technologies
New York
-$4.81M -53,100 Closed
MPPLM
516
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$3.45M -38,133 Closed
Squarepoint
517
Squarepoint
New York
-$2.56M -28,311 Closed
WA
518
Win Advisors
Florida
-$919K -10,153 Closed
BJL
519
Brighton Jones LLC
Washington
-$896K -9,900 Closed
RWA
520
Redhawk Wealth Advisors
Minnesota
-$866K -9,573 Closed
CFIM
521
Client First Investment Management
Wisconsin
-$578K -6,382 Closed
PCM
522
Prelude Capital Management
New York
-$573K -6,327 Closed
CST
523
Charles Schwab Trust
Nevada
-$462K -5,109 Closed
CSP
524
Cary Street Partners
Virginia
-$449K -4,966 Closed
Citadel Advisors
525
Citadel Advisors
Florida
-$375K -4,121 Closed