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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
276
RVW Wealth
California
$499K – – –
SWP
277
Sagespring Wealth Partners
Tennessee
$495K -$1.81K -21 -0.4%
MCM
278
MV Capital Management
Maryland
$489K – – –
AG
279
Ascent Group
Virginia
$488K +$464K +5,392 New
CAG
280
Csenge Advisory Group
Florida
$488K +$119K +1,383 +35%
GEA
281
Glen Eagle Advisors
New Jersey
$476K -$3.53K -41 -0.8%
FA
282
Faithward Advisors
Pennsylvania
$469K +$946 +11 +0.2%
TW
283
Trajan Wealth
Arizona
$465K -$194K -2,253 -30%
CST
284
Charles Schwab Trust
Nevada
$462K – – –
SWM
285
Spire Wealth Management
Virginia
$461K +$155K +1,807 +55%
CSP
286
Cary Street Partners
Virginia
$449K +$31.8K +370 +8%
WAM
287
WFA Asset Management
Wisconsin
$447K +$2.24K +26 +0.4%
DWM
288
Dakota Wealth Management
Florida
$441K -$34.4K -400 -8%
CAC
289
Certified Advisory Corp
Florida
$439K +$688 +8 +0.2%
BOS
290
Bank of Stockton
California
$425K – – –
DWAM
291
Duncan Williams Asset Management
Tennessee
$422K -$20.9K -243 -5%
OPA
292
Old Port Advisors
Maine
$417K -$8.69K -101 -2%
DWA
293
Dorsey Wright & Associates
California
$414K +$393K +4,571 New
AWA
294
Acorn Wealth Advisors
Michigan
$404K -$22.4K -261 -6%
MIA
295
MeadowBrook Investment Advisors
Michigan
$399K – – –
GTAM
296
Global Trust Asset Management
Florida
$387K – – –
PCS
297
Personal CFO Solutions
New Jersey
$386K +$367K +4,270 New
EFG
298
Embree Financial Group
Illinois
$381K – – –
DA
299
Detalus Advisors
Missouri
$377K -$11K -128 -3%
PCIA
300
Prime Capital Investment Advisors
Kansas
$373K +$86 +1 +0%
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