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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
301
TD Waterhouse Canada
Ontario, Canada
$282K -$47K -722 -15%
BFG
302
Berger Financial Group
Minnesota
$279K +$10.8K +166 +4%
USCWA
303
U.S. Capital Wealth Advisors
Texas
$272K +$3.78K +58 +1%
CCA
304
Childress Capital Advisors
Texas
$272K – – –
ES
305
Eagle Strategies
New York
$268K +$271K +4,167 New
MPPLM
306
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$267K -$21.6K -331 -7%
APW
307
Aurora Private Wealth
New Jersey
$267K +$716 +11 +0.3%
PWP
308
Principle Wealth Partners
Connecticut
$266K +$269K +4,130 New
FAG
309
Fortitude Advisory Group
Washington
$264K -$3.65K -56 -1%
TPWA
310
TRUE Private Wealth Advisors
Oregon
$263K -$82.3K -1,264 -24%
SWM
311
SeaCrest Wealth Management
New York
$262K -$16.8K -258 -6%
JIR
312
James Investment Research
Ohio
$261K -$669K -10,275 -72%
LGA
313
Lebenthal Global Advisors
New York
$260K +$263K +4,033 New
CPA
314
Cardiff Park Advisors
California
$257K – – –
FRA
315
Frank Rimerman Advisors
California
$257K – – –
OCM
316
Orion Capital Management
California
$257K – – –
SAM
317
Strategy Asset Managers
California
$255K -$44.4K -682 -15%
EFS
318
Essex Financial Services
Connecticut
$254K +$391 +6 +0.2%
W
319
WealthOne
New York
$253K +$256K +3,936 New
SFG
320
Summit Financial Group
West Virginia
$250K +$26K +400 +11%
DWMG
321
DB Wealth Management Group
California
$250K -$43.1K -662 -15%
CPSAC
322
Chas P. Smith & Associates (CPS)
Florida
$247K +$250K +3,841 New
QCIG
323
Quad-Cities Investment Group
Iowa
$246K -$56.8K -872 -19%
RSWM
324
Robertson Stephens Wealth Management
California
$244K -$55.5K -852 -18%
KPWS
325
Kestra Private Wealth Services
Texas
$243K -$83.3K -1,279 -25%
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13
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