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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
NPP
226
New Potomac Partners
Maryland
$501K -$36.9K -700 -7%
SCM
227
Shelton Capital Management
Colorado
$496K -$443K -8,392 -47%
WAP
228
Wealthcare Advisory Partners
Pennsylvania
$490K +$4.7K +89 +1%
CAN
229
Cetera Advisor Networks
California
$470K -$53.3K -1,009 -10%
MWA
230
MFA Wealth Advisors
Pennsylvania
$462K +$1.9K +36 +0.4%
WEC
231
Winslow Evans & Crocker
Massachusetts
$448K +$309K +5,854 +229%
IB
232
Intrust Bank
Kansas
$441K – – –
PFPT
233
Pinnacle Financial Partners (Tennessee)
Tennessee
$433K – – –
WPW
234
Waldron Private Wealth
Pennsylvania
$416K – – –
RJT
235
Raymond James Trust
Florida
$413K +$51.8K +981 +14%
AF
236
Advisornet Financial
Minnesota
$390K -$3.69K -70 -0.9%
BCMIO
237
Beacon Capital Management Inc (Ohio)
Ohio
$389K +$387K +7,335 New
NFG
238
Next Financial Group
Texas
$384K -$123K -2,336 -24%
CPA
239
Court Place Advisors
Maryland
$369K – – –
FMC
240
First Merchants Corp
Indiana
$367K -$15.3K -290 -4%
PCM
241
Parsons Capital Management
Rhode Island
$367K +$5.28K +100 +1%
BA
242
Boston Advisors
Massachusetts
$357K -$112K -2,125 -24%
FA
243
FCG Advisors
New Jersey
$346K +$21.1K +399 +7%
UAS
244
United Asset Strategies
New York
$340K -$1.58K -30 -0.5%
SDWMA
245
Schneider Downs Wealth Management Advisors
Pennsylvania
$339K +$338K +6,396 New
WT
246
Whittier Trust
California
$336K -$11.4K -216 -3%
LFAS
247
Level Four Advisory Services
Texas
$334K +$9.29K +176 +3%
MHS
248
M Holdings Securities
Oregon
$326K -$312K -5,918 -49%
SCA
249
Snowden Capital Advisors
New York
$324K +$2.06K +39 +0.6%
LRIA
250
Leonard Rickey Investment Advisors
Washington
$323K +$950 +18 +0.3%
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