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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Advisers Inc
526
Vanguard Advisers Inc
Pennsylvania
$2.56K +$2.61K +28 New
Q1WB
527
Quest 10 Wealth Builders
Virginia
$2.29K – – –
KCM
528
Key Capital Management
Tennessee
$1.19K -$2.61K -28 -68%
CPG
529
Cornerstone Planning Group
New Jersey
$1.01K -$12.5K -134 -93%
T
530
Tidemark
California
$549 – – –
DFA
531
DHJJ Financial Advisors
Illinois
$92 – – –
FMII
532
Farmers & Merchants Investments Inc
Nebraska
$92 – – –
Russell Investments Group
533
Russell Investments Group
United Kingdom
$83 +$93 +1 New
PFM
534
Potomac Fund Management
Florida
– -$22.8M -255,798 Closed
WWA
535
Wealth Watch Advisors
Colorado
– -$21.2M -238,038 Closed
LAM
536
Lifestyle Asset Management
Texas
– -$12.6M -141,135 Closed
PA
537
PFG Advisors
Arizona
– -$8.31M -93,126 Closed
HI
538
Horizon Investments
North Carolina
– -$6.67M -74,789 Closed
CWM
539
Cordatus Wealth Management
Pennsylvania
– -$2.69M -30,151 Closed
PAS
540
Parsonex Advisory Services
Colorado
– -$1.97M -22,078 Closed
AC
541
Aristides Capital
Kentucky
– -$1.62M -18,166 Closed
AFS
542
AFG Fiduciary Services
Massachusetts
– -$1.38M -15,222 Closed
MSL
543
Mackay Shields LLC
New York
– -$1.22M -13,633 Closed
JIR
544
James Investment Research
Ohio
– -$1.15M -12,848 Closed
FGA
545
Fortis Group Advisors
New Jersey
– -$1.13M -12,067 Closed
LTI
546
Laffer Tengler Investments
Tennessee
– -$381K -4,267 Closed
AWM
547
Axxcess Wealth Management
California
– -$268K -3,002 Closed
ZF
548
Zhang Financial
Michigan
– -$236K -2,645 Closed
WFA
549
Wells Financial Advisors
Massachusetts
– -$229K -2,570 Closed
NG
550
Norden Group
Utah
– -$225K -2,527 Closed