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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
301
Continuum Advisory
Idaho
$311K +$298K +4,439 New
AWE
302
Avidian Wealth Enterprises
Texas
$304K +$23.9K +355 +9%
TCA
303
Trifecta Capital Advisors
Illinois
$303K -$20.2K -300 -6%
BFG
304
Bleakley Financial Group
New Jersey
$299K +$3.02K +45 +1%
SS
305
Simplicity Solutions
Minnesota
$299K +$3.02K +45 +1%
FAM
306
Frontier Asset Management
Wyoming
$296K +$285K +4,238 New
WA
307
Win Advisors
Florida
$293K +$344K +5,124 New
MSAM
308
Moloney Securities Asset Management
Missouri
$293K -$182K -2,700 -39%
PWP
309
Principle Wealth Partners
Connecticut
$289K – – –
SC
310
Seldon Capital
California
$285K – – –
TWC
311
TD Waterhouse Canada
Ontario, Canada
$284K +$5.85K +87 +2%
BFG
312
Berger Financial Group
Minnesota
$283K -$6.45K -96 -2%
LGA
313
Lebenthal Global Advisors
New York
$283K +$336 +5 +0.1%
DWMG
314
DB Wealth Management Group
California
$282K +$5.18K +77 +2%
USCWA
315
U.S. Capital Wealth Advisors
Texas
$281K -$2.15K -32 -0.8%
JFG
316
Jefferies Financial Group
New York
$280K – – –
CPA
317
Cardiff Park Advisors
California
$280K – – –
FRA
318
Frank Rimerman Advisors
California
$280K – – –
OCM
319
Orion Capital Management
California
$280K – – –
BF
320
BOK Financial
Oklahoma
$279K -$53.7K -799 -17%
PCIA
321
Prime Capital Investment Advisors
Kansas
$275K -$88.4K -1,315 -25%
FIM
322
Fernwood Investment Management
Massachusetts
$272K +$262K +3,891 New
SHFP
323
Second Half Financial Partners
Florida
$270K +$260K +3,864 New
CPSAC
324
Chas P. Smith & Associates (CPS)
Florida
$269K – – –
KPWS
325
Kestra Private Wealth Services
Texas
$268K -$20K -298 -7%
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