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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
251
NewFocus Financial Group
Washington
$295K – – –
CFB
252
Cullen/Frost Bankers
Texas
$286K +$3.45K +65 +1%
VIM
253
Vista Investment Management
Pennsylvania
$285K -$3.55K -67 -1%
QCIG
254
Quad-Cities Investment Group
Iowa
$284K +$1.01K +19 +0.4%
FAIM
255
Financial Advocates Investment Management
Washington
$268K +$795 +15 +0.3%
AA
256
Advisory Alpha
Michigan
$265K -$84.5K -1,593 -24%
TCM
257
Telos Capital Management
California
$263K -$11.8K -222 -4%
RP
258
Riverbridge Partners
Minnesota
$262K – – –
SAS
259
Stelac Advisory Services
New York
$262K – – –
FNBT
260
FineMark National Bank & Trust
Florida
$255K +$40.6K +765 +19%
BWL
261
Bogart Wealth LLC
Virginia
$254K -$756K -14,254 -75%
WP
262
WealthShield Partners
North Carolina
$254K +$245K +4,616 +2,079%
MAS
263
Madden Advisory Services
Florida
$249K -$123K -2,317 -33%
MSAM
264
Moloney Securities Asset Management
Missouri
$249K +$3.39K +64 +1%
RCA
265
Reitz Capital Advisors
Michigan
$242K +$5.3K +100 +2%
WI
266
WrapManager Inc
California
$237K +$4.51K +85 +2%
AWM
267
Affinity Wealth Management
Delaware
$236K +$239K +4,500 New
BFEC
268
Benjamin F. Edwards & Company
Missouri
$235K +$18.9K +357 +9%
SCA
269
Snowden Capital Advisors
New York
$229K – – –
BBHC
270
Brown Brothers Harriman & Co
New York
$227K +$230K +4,337 New
PFGIA
271
Patriot Financial Group Insurance Agency
Massachusetts
$219K +$102K +1,916 +85%
SFA
272
Sequoia Financial Advisors
Ohio
$218K – – –
UR
273
USCA RIA
Texas
$210K – – –
TSS
274
Two Sigma Securities
New York
$209K +$211K +3,982 New
SWM
275
SeaCrest Wealth Management
New York
$208K +$210K +3,959 New
9 10
11
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