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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
276
Highview Capital Management
Illinois
$397K -$23.8K -342 -6%
PI
277
PFG Investments
New York
$396K +$407K +5,844 New
AA
278
AlphaCentric Advisors
Puerto Rico
$396K -$12.5K -180 -3%
GTAM
279
Global Trust Asset Management
Florida
$393K -$8.99K -129 -2%
FWM
280
Focused Wealth Management
New York
$389K -$31K -444 -7%
RJT
281
Raymond James Trust
Florida
$388K -$1M -14,397 -72%
WAM
282
WFA Asset Management
Wisconsin
$388K +$1.88K +27 +0.5%
PAMG
283
Patton Albertson Miller Group
Tennessee
$386K +$397K +5,700 New
CST
284
Charles Schwab Trust
Nevada
$386K – – –
WCM
285
Windham Capital Management
Massachusetts
$375K -$349 -5 -0.1%
GEA
286
Glen Eagle Advisors
New Jersey
$374K -$69.2K -993 -15%
EFL
287
ERn Financial LLC
Wisconsin
$367K +$279 +4 +0.1%
RW
288
RVW Wealth
California
$365K -$249K -3,573 -40%
RT
289
Rockland Trust
Massachusetts
$363K -$277K -3,976 -43%
CA
290
CoreCap Advisors
Michigan
$362K -$25.2K -362 -6%
EWM
291
Evercore Wealth Management
New York
$351K +$123K +1,759 +51%
SFA
292
Sequoia Financial Advisors
Ohio
$343K +$12.1K +174 +4%
LFAS
293
Level Four Advisory Services
Texas
$341K -$188K -2,698 -35%
CMS
294
Capital Market Strategies
Florida
$326K -$1.74K -25 -0.5%
BOS
295
Bank of Stockton
California
$319K -$11.2K -160 -3%
CTFG
296
Capstone Triton Financial Group
Oklahoma
$319K -$9.27K -133 -3%
SW
297
SVB Wealth
Massachusetts
$319K +$8.16K +117 +3%
MCCA
298
Mill Creek Capital Advisors
Pennsylvania
$316K – – –
PA
299
PFG Advisors
Arizona
$314K -$6.59M -94,483 -95%
GA
300
Geller Advisors
New York
$309K +$318K +4,558 New
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12
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