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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
226
Fernwood Investment Management
Massachusetts
$333K +$339K +6,589 New
TYCC
227
Texas Yale Capital Corp
Florida
$332K – – –
FAIM
228
Financial Advocates Investment Management
Washington
$331K +$337K +6,541 New
AC
229
Alexandria Capital
Virginia
$327K -$112K -2,182 -25%
SWP
230
Strategic Wealth Partners
Ohio
$326K +$324K +6,302 New
LFAS
231
Level Four Advisory Services
Texas
$323K +$5.45K +106 +2%
LRIA
232
Leonard Rickey Investment Advisors
Washington
$322K +$328K +6,367 New
HH
233
Hilltop Holdings
Texas
$307K -$244K -4,751 -44%
PAG
234
Private Advisory Group
Washington
$307K -$115K -2,243 -27%
VIM
235
Vista Investment Management
Pennsylvania
$307K +$312K +6,060 New
SPIA
236
Steward Partners Investment Advisory
New York
$303K +$265K +5,143 +598%
W
237
WealthShield
North Carolina
$303K +$307K +5,977 New
WP
238
WealthShield Partners
North Carolina
$303K +$307K +5,977 New
TSS
239
Two Sigma Securities
New York
$296K +$301K +5,852 New
FIM
240
Freedom Investment Management
Connecticut
$295K -$734K -14,262 -71%
NFG
241
Next Financial Group
Texas
$293K -$39.6K -770 -12%
AWA
242
Acorn Wealth Advisors
Michigan
$293K +$291K +5,652 New
CAN
243
Claraphi Advisory Network
United States
$291K +$296K +5,758 New
MC
244
Moors & Cabot
Massachusetts
$290K +$26.1K +507 +10%
CCM
245
Cutler Capital Management
Massachusetts
$289K -$1.62M -31,503 -85%
EWM
246
Evercore Wealth Management
New York
$289K – – –
SAM
247
SignalPoint Asset Management
Missouri
$286K +$2.62K +51 +0.9%
ASN
248
Advisory Services Network
Georgia
$284K +$138K +2,677 +91%
BJ
249
Brouwer & Janachowski
California
$273K – – –
CWM
250
Cornerstone Wealth Management
Missouri
$270K -$772 -15 -0.3%
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