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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
MSL
226
Mackay Shields LLC
New York
$1.21M +$1.11M +14,669 New
MIAN
227
Mariner Independent Advisor Network
Kansas
$1.2M +$233K +3,091 +27%
CWM
228
Connecticut Wealth Management
Connecticut
$1.2M -$296K -3,925 -21%
BOTW
229
Bank of the West
California
$1.17M +$1.07M +14,125 New
WEC
230
Winslow Evans & Crocker
Massachusetts
$1.16M +$775K +10,264 +137%
HCM
231
Hengehold Capital Management
Ohio
$1.15M – – –
SAM
232
SignalPoint Asset Management
Missouri
$1.14M -$52.2K -692 -5%
SWIG
233
Strategic Wealth Investment Group
Kentucky
$1.12M +$43.5K +577 +4%
TFA
234
Tranquilli Financial Advisor
New Jersey
$1.12M +$1.02M +13,510 New
GSEP
235
Golden State Equity Partners
California
$1.1M +$1.01M +13,324 New
CCM
236
Covington Capital Management
California
$1.1M +$155K +2,050 +18%
SW
237
SteelPeak Wealth
California
$1.07M +$13.1K +174 +1%
IB
238
Intrust Bank
Kansas
$1.07M – – –
MSAM
239
Moloney Securities Asset Management
Missouri
$1.07M +$82.5K +1,093 +9%
DIA
240
Dana Investment Advisors
Wisconsin
$1.04M -$69.1K -915 -7%
SPC
241
Sigma Planning Corp
Michigan
$1.03M -$113K -1,497 -11%
VFA
242
Values First Advisors
Tennessee
$1.02M -$53.8K -713 -5%
TPWA
243
TRUE Private Wealth Advisors
Oregon
$1.02M +$854K +11,309 +1,064%
SCG
244
Sonata Capital Group
Washington
$1.02M +$22.6K +300 +2%
BOS
245
Bank of Stockton
California
$1.02M +$130K +1,725 +16%
RWP
246
RWA Wealth Partners
Massachusetts
$1.01M +$921K +12,207 New
MP
247
McDonald Partners
Ohio
$1.01M +$919K +12,172 New
RW
248
RVW Wealth
California
$1M +$2.19K +29 +0.3%
CA
249
Calton & Associates
Florida
$991K +$9.13K +121 +1%
MC
250
Moors & Cabot
Massachusetts
$982K -$121K -1,600 -12%
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