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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
276
Highline Wealth Partners
California
$585K -$295K -3,746 -33%
DWA
277
Dorsey Wright & Associates
California
$581K – – –
CPL
278
CAP Partners LLC
Tennessee
$579K -$24.3K -308 -4%
AC
279
Aristides Capital
Kentucky
$574K +$581K +7,368 New
SWP
280
Stratos Wealth Partners
Ohio
$572K +$25.4K +322 +5%
RFA
281
Reyes Financial Architecture
California
$559K +$566K +7,179 New
SWP
282
Sagespring Wealth Partners
Tennessee
$556K +$563K +7,142 New
GRP
283
Global Retirement Partners
California
$551K +$33.7K +427 +6%
DFG
284
Delta Financial Group
New Jersey
$550K +$394 +5 +0.1%
PI
285
PFG Investments
New York
$546K +$553K +7,009 New
BCI
286
Blue Capital Inc
Nebraska
$540K +$547K +6,934 New
TCA
287
Trifecta Capital Advisors
Illinois
$532K – – –
CWM
288
Cordatus Wealth Management
Pennsylvania
$515K +$522K +6,617 New
SC
289
Seldon Capital
California
$510K – – –
SCG
290
Sonata Capital Group
Washington
$509K – – –
MCM
291
MV Capital Management
Maryland
$507K – – –
DWM
292
Dakota Wealth Management
Florida
$498K -$4.73K -60 -0.9%
KA
293
Kovack Advisors
Florida
$488K +$552 +7 +0.1%
PWG
294
Portside Wealth Group
Utah
$486K -$159K -2,019 -24%
SCA
295
Snowden Capital Advisors
New York
$476K +$158 +2 +0%
TW
296
Transform Wealth
Colorado
$473K +$479K +6,079 New
IC
297
Iconiq Capital
California
$470K +$476K +6,040 New
DA
298
Detalus Advisors
Missouri
$470K +$67.9K +861 +17%
WS
299
Wedbush Securities
California
$460K +$466K +5,907 New
WAM
300
WFA Asset Management
Wisconsin
$458K +$3.47K +44 +0.8%
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