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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
526
Simplicity Wealth
New Jersey
– -$1.26M -16,443 Closed
FCMA
527
Foresight Capital Management Advisors
Michigan
– -$991K -12,944 Closed
DAS
528
Dynamic Advisor Solutions
Arizona
– -$888K -11,594 Closed
BAM
529
BTS Asset Management
Massachusetts
– -$659K -8,607 Closed
CWM
530
Connecticut Wealth Management
Connecticut
– -$543K -7,095 Closed
ONST
531
Old North State Trust
North Carolina
– -$427K -5,577 Closed
Qube Research & Technologies (QRT)
532
Qube Research & Technologies (QRT)
United Kingdom
– -$389K -5,083 Closed
ARC
533
Advisor Resource Council
Texas
– -$348K -4,539 Closed
FHC
534
First Heartland Consultants
Missouri
– -$339K -4,426 Closed
BCM
535
Beaumont Capital Management
Massachusetts
– -$315K -4,109 Closed
SF
536
Synovus Financial
Georgia
– -$287K -3,746 Closed
GFP
537
Gryphon Financial Partners
Ohio
– -$242K -3,166 Closed
MIM
538
Moseley Investment Management
Florida
– -$234K -3,049 Closed
WAG
539
Winthrop Advisory Group
Massachusetts
– -$229K -2,984 Closed
CPA
540
Court Place Advisors
Maryland
– -$222K -2,900 Closed
Neuberger Berman Group
541
Neuberger Berman Group
New York
– -$222K -2,896 Closed
BFWM
542
Bright Futures Wealth Management
New York
– -$218K -2,822 Closed
AFG
543
Atomi Financial Group
New York
– -$205K -2,673 Closed
NRI
544
NFP Retirement Inc
California
– -$203K -2,649 Closed
MAM
545
McCarthy Asset Management
California
– -$202K -2,631 Closed
CJ
546
Caitlin John
Michigan
– -$87K -1,095 Closed
CA
547
Clearstead Advisors
Ohio
– -$26.7K -349 Closed
HGERS
548
Householder Group Estate & Retirement Specialist
Arizona
– -$21K -281 Closed
PCA
549
Providence Capital Advisors
North Carolina
– -$19.1K -250 Closed
JPWM
550
Jamison Private Wealth Management
Georgia
– -$9.34K -122 Closed