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State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
551
Lodestone Wealth Management
Washington
$8.18K -$2.69K -26 -25%
MS
552
Monetary Solutions
Ohio
$8.09K – – –
MCM
553
Manchester Capital Management
Vermont
$7.66K -$9.85K -95 -57%
BC
554
Barrett & Company
Rhode Island
$7.22K – – –
NA
555
Networth Advisors
Pennsylvania
$7.12K +$6.84K +66 New
GTAM
556
Global Trust Asset Management
Florida
$5.93K -$140K -1,350 -96%
CFM
557
Compass Financial Management
Florida
$5.7K +$5.6K +54 New
BWS
558
Buck Wealth Strategies
Colorado
$5.61K +$5.39K +52 New
TCM
559
Triumph Capital Management
Colorado
$5.39K -$10.4K -100 -67%
NFSG
560
Newbridge Financial Services Group
Florida
$4.17K – – –
ADL
561
Asset Dedication LLC
California
$3.56K +$3.42K +33 New
AWM
562
Angeles Wealth Management
California
$3.02K +$2.9K +28 New
DCM
563
Davis Capital Management
Florida
$1.17K +$1.14K +11 New
CPG
564
Cornerstone Planning Group
New Jersey
$1.01K – – –
T
565
Tidemark
California
$647 – – –
BlackRock
566
BlackRock
New York
$231 +$207 +2 New
DFA
567
DHJJ Financial Advisors
Illinois
$108 – – –
Jane Street
568
Jane Street
New York
– -$46.8M -451,825 Closed
ETC
569
Exchange Traded Concepts
Oklahoma
– -$3.89M -42,475 Closed
OPAM
570
Ocean Park Asset Management
California
– -$3.89M -42,475 Closed
PCM
571
Prelude Capital Management
New York
– -$1.82M -19,940 Closed
First Trust Advisors
572
First Trust Advisors
Illinois
– -$1.82M -19,867 Closed
IAA
573
Independent Advisor Alliance
North Carolina
– -$1.58M -17,271 Closed
Susquehanna International Group
574
Susquehanna International Group
Pennsylvania
– -$1.46M -14,111 Closed
Squarepoint
575
Squarepoint
New York
– -$912K -9,969 Closed