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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
526
Wealthcare Advisory Partners
Pennsylvania
-$356K -3,938 Closed
XT
527
XTX Topco
Cayman Islands
-$335K -3,700 Closed
BAM
528
BTS Asset Management
Massachusetts
-$306K -3,379 Closed
IFWM
529
Institute for Wealth Management
Colorado
-$248K -2,739 Closed
IWM
530
IHT Wealth Management
Illinois
-$241K -2,664 Closed
Neuberger Berman Group
531
Neuberger Berman Group
New York
-$234K -2,590 Closed
BTWM
532
Baker Tilly Wealth Management
Wisconsin
-$232K -2,562 Closed
BWM
533
BAM Wealth Management
Colorado
-$217K -2,402 Closed
TCM
534
Traub Capital Management
Massachusetts
-$216K -2,392 Closed
UCB
535
United Community Bank
South Carolina
-$183K -2,023 Closed
ASN
536
Advisory Services Network
Georgia
-$172K -1,905 Closed
OHWP
537
Oak Harbor Wealth Partners
North Carolina
-$136K -1,500 Closed
TF
538
Tompkins Financial
New York
-$118K -1,308 Closed
MSG
539
Main Street Group
Virginia
-$96.2K -1,063 Closed
FFWM
540
Future Financial Wealth Management
Ohio
-$90.5K -1,000 Closed
NC
541
North Capital
Utah
-$56.9K -629 Closed
GMA
542
Glassy Mountain Advisors
Maryland
-$52.1K -576 Closed
PG
543
Proffitt & Goodson
Tennessee
-$38.9K -430 Closed
MG
544
Mather Group
Illinois
-$34.7K -383 Closed
CAL
545
Capital Analysts LLC
Pennsylvania
-$9K -100 Closed
FLP
546
Financial Life Planners
Arizona
-$5.59K -62 Closed
AA
547
Ancora Advisors
Ohio
-$4.98K -55 Closed
PWMG
548
Private Wealth Management Group
New Jersey
-$4.43K -49 Closed
VNA
549
Valley National Advisers
Pennsylvania
-$2K -29 Closed
TRCT
550
Tower Research Capital (TRC)
New York
-$905 -10 Closed