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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
301
Global Retirement Partners
California
$103K -$10.1K -191 -9%
SSB
302
Sandy Spring Bank
Maryland
$95K – – –
MRCM
303
M&R Capital Management
New Jersey
$95K +$15.8K +300 +20%
SWMG
304
Signature Wealth Management Group
Georgia
$78K – – –
AIM
305
Advantage Investment Management
Iowa
$69K -$1.47M -27,935 -96%
MA
306
MCF Advisors
Kentucky
$69K – – –
IAS
307
IMA Advisory Services
Colorado
$67K +$67.2K +1,273 New
PA
308
Parallel Advisors
California
$63K -$9.03K -171 -12%
FHA
309
Flagship Harbor Advisors
Massachusetts
$62K +$62.4K +1,183 New
SWP
310
Strategic Wealth Partners
Ohio
$53K -$45.4K -861 -46%
FRA
311
Front Row Advisors
California
$53K – – –
OSNBOA
312
Old Second National Bank of Aurora
Illinois
$53K – – –
CFD
313
Creative Financial Designs
Indiana
$53K +$16.8K +318 +47%
AAM
314
Advisors Asset Management
Colorado
$52K +$42.1K +797 +450%
RFWA
315
RPg Family Wealth Advisory
Massachusetts
$47.2K -$39.6K -751 -46%
GSC
316
G&S Capital
Colorado
$44K – – –
RWG
317
Regal Wealth Group
California
$38K – – –
LA
318
Legacy Advisors
Pennsylvania
$34K +$34.3K +650 New
CA
319
Centerpoint Advisors
Massachusetts
$32K +$31.7K +600 New
BA
320
Ballew Advisors
Mississippi
$27K – – –
LJHT
321
Laurie J. Hall Trustee
$27K – – –
PFGIA
322
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$53 +1 +0.2%
BWM
323
Baystate Wealth Management
Massachusetts
$22K -$15.7K -298 -75%
RFM
324
Royal Fund Management
Florida
$17K -$69K -1,307 -80%
RCAG
325
Rehmann Capital Advisory Group
Michigan
$16.1K +$7.34K +139 +84%
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