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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
251
Acorn Wealth Advisors
Michigan
$468K -$9.03K -126 -2%
SFP
252
Strategic Financial Partners
Oregon
$466K +$30.9K +431 +7%
SCA
253
Snowden Capital Advisors
New York
$460K -$287 -4 -0.1%
KWA
254
Kingswood Wealth Advisors
California
$460K +$451K +6,295 New
KA
255
Kovack Advisors
Florida
$457K +$143 +2 +0%
SAG
256
SageView Advisory Group
California
$456K +$912K +12,728 New
LWM
257
LongView Wealth Management
Georgia
$446K +$931 +13 +0.2%
HWAM
258
Hennion & Walsh Asset Management
New Jersey
$436K -$509K -7,107 -54%
BPA
259
Beacon Pointe Advisors
California
$429K +$421K +5,876 New
AWE
260
Avidian Wealth Enterprises
Texas
$429K +$84.2K +1,175 +25%
HCM
261
Highview Capital Management
Illinois
$428K – – –
DL
262
DOHJ LLC
Washington
$423K +$415K +5,795 New
WAM
263
WFA Asset Management
Wisconsin
$422K +$1.22K +17 +0.3%
OPA
264
Old Port Advisors
Maine
$419K -$21.8K -304 -5%
CST
265
Charles Schwab Trust
Nevada
$416K – – –
CW
266
CreativeOne Wealth
Kansas
$406K +$398K +5,560 New
BIA
267
Bigelow Investment Advisors
Maine
$405K -$2.29K -32 -0.6%
RW
268
RVW Wealth
California
$402K +$2.01K +28 +0.5%
TWC
269
TD Waterhouse Canada
Ontario, Canada
$401K +$49.3K +688 +18%
SWP
270
Stratos Wealth Partners
Ohio
$401K -$1.15K -16 -0.3%
WCM
271
Windham Capital Management
Massachusetts
$401K – – –
FMWA
272
Forvis Mazars Wealth Advisors
Missouri
$400K +$392K +5,476 New
ARC
273
Advisor Resource Council
Texas
$399K +$397K +5,535 New
GEA
274
Glen Eagle Advisors
New Jersey
$398K -$716 -10 -0.2%
EFL
275
ERn Financial LLC
Wisconsin
$396K +$215 +3 +0.1%
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11
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