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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
251
Cullen/Frost Bankers
Texas
$285K -$76.1K -1,453 -21%
TCM
252
Telos Capital Management
California
$277K +$13.9K +265 +5%
CIC
253
Chilton Investment Company
Connecticut
$274K +$271K +5,179 New
FAIM
254
Financial Advocates Investment Management
Washington
$269K -$36K -687 -12%
BPCE
255
Bank Pictet & Cie (Europe)
Germany
$265K +$263K +5,018 New
RP
256
Riverbridge Partners
Minnesota
$264K – – –
SAS
257
Stelac Advisory Services
New York
$264K +$262K +5,000 New
MSAM
258
Moloney Securities Asset Management
Missouri
$248K +$2.25K +43 +0.9%
NFG
259
Next Financial Group
Texas
$245K +$134K +2,562 +124%
PAS
260
Park Avenue Securities
New York
$239K -$9.37K -179 -4%
RCA
261
Reitz Capital Advisors
Michigan
$239K -$1.31K -25 -0.6%
AWM
262
AE Wealth Management
Kansas
$237K +$786 +15 +0.3%
WI
263
WrapManager Inc
California
$235K -$27.3K -521 -11%
SCA
264
Snowden Capital Advisors
New York
$231K +$52 +1 +0%
PWM
265
Paulson Wealth Management
Illinois
$230K +$224K +4,271 New
SFA
266
Sequoia Financial Advisors
Ohio
$219K – – –
BFEC
267
Benjamin F. Edwards & Company
Missouri
$218K +$105 +2 +0%
BF
268
BOK Financial
Oklahoma
$218K +$216K +4,124 New
FNBT
269
FineMark National Bank & Trust
Florida
$216K +$214K +4,094 New
PFA
270
Pinnacle Family Advisors
Missouri
$215K +$995 +19 +0.5%
UR
271
USCA RIA
Texas
$211K – – –
MIM
272
Moseley Investment Management
Florida
$209K -$38.4K -734 -16%
CWM
273
Cornerstone Wealth Management
Missouri
$208K -$22.1K -422 -10%
PA
274
PFG Advisors
Arizona
$208K +$201K +3,839 New
FMC
275
First Merchants Corp
Indiana
$206K -$51.1K -975 -20%
9 10
11
12 13