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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
251
Alexandria Capital
Virginia
$322K -$15.5K -294 -5%
VIM
252
Vista Investment Management
Pennsylvania
$321K – – –
AWA
253
Acorn Wealth Advisors
Michigan
$314K – – –
MPI
254
Mairs & Power Inc
Minnesota
$313K +$311K +5,900 New
AC
255
Avestar Capital
New York
$308K +$312K +5,909 New
NFG
256
NewFocus Financial Group
Washington
$297K – – –
CFB
257
Cullen/Frost Bankers
Texas
$291K -$15.3K -289 -5%
SAM
258
SignalPoint Asset Management
Missouri
$291K -$4.12K -78 -1%
FAIM
259
Financial Advocates Investment Management
Washington
$287K +$27K +512 +10%
CCM
260
Crabel Capital Management
California
$286K -$35.7K -676 -11%
EWM
261
Evercore Wealth Management
New York
$276K -$26.4K -500 -9%
SGAM
262
Steinberg Global Asset Management
Florida
$274K +$272K +5,159 New
QCIG
263
Quad-Cities Investment Group
Iowa
$273K +$1.06K +20 +0.4%
BWM
264
BerganKDV Wealth Management
Minnesota
$272K +$38.3K +725 +16%
BOTW
265
Bank of the West
California
$265K – – –
SAS
266
Stelac Advisory Services
New York
$265K +$264K +5,000 New
HF
267
HRT Financial
New York
$256K +$256K +4,845 New
SWM
268
SeaCrest Wealth Management
New York
$253K – – –
EF
269
Empirical Finance
Pennsylvania
$246K +$245K +4,633 New
MC
270
Moors & Cabot
Massachusetts
$232K -$53.4K -1,011 -19%
TCM
271
Telos Capital Management
California
$231K -$5.8K -110 -2%
WI
272
Wintrust Investments
Illinois
$224K -$100K -1,900 -31%
CG
273
Colony Group
Massachusetts
$224K – – –
KWMG
274
King Wealth Management Group
Florida
$222K -$5.28K -100 -2%
MCM
275
Maryland Capital Management
Maryland
$221K +$5.7K +108 +3%
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11
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