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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
301
Beacon Pointe Advisors
California
$267K -$155K -2,168 -37%
DA
302
Detalus Advisors
Missouri
$265K -$43K -601 -14%
SAM
303
Strategy Asset Managers
California
$259K +$265K +3,705 New
PWP
304
Principle Wealth Partners
Connecticut
$259K – – –
GRP
305
Global Retirement Partners
California
$257K -$5.58K -78 -2%
QCIG
306
Quad-Cities Investment Group
Iowa
$256K +$716 +10 +0.3%
KPWS
307
Kestra Private Wealth Services
Texas
$253K +$143 +2 +0.1%
BFO
308
Boston Family Office
Massachusetts
$253K – – –
CF
309
Centaurus Financial
California
$252K -$17.5K -244 -7%
WWG
310
West Wealth Group
California
$252K -$3.51K -49 -1%
CCM
311
Crew Capital Management
Ohio
$250K -$7.39M -103,302 -97%
CAM
312
Creekmur Asset Management
Illinois
$247K +$286 +4 +0.1%
PCWA
313
Pacific Capital Wealth Advisors
California
$246K +$358 +5 +0.1%
CWM
314
CCG Wealth Management
California
$243K – – –
APW
315
Aurora Private Wealth
New Jersey
$239K +$143 +2 +0.1%
BCG
316
Breakwater Capital Group
New Jersey
$236K – – –
SWM
317
Spire Wealth Management
Virginia
$235K -$12.9K -180 -5%
ST
318
Sabal Trust
Florida
$232K – – –
PCIA
319
Prime Capital Investment Advisors
Kansas
$232K -$14.7K -205 -6%
SDWMA
320
Schneider Downs Wealth Management Advisors
Pennsylvania
$231K – – –
AAS
321
Avantax Advisory Services
Texas
$227K +$226K +3,155 New
GVAG
322
Great Valley Advisor Group
Delaware
$225K +$143 +2 +0.1%
RWP
323
RWA Wealth Partners
Massachusetts
$222K – – –
BFWM
324
Bright Futures Wealth Management
New York
$222K -$2.18M -30,458 -91%
PFGIA
325
Patriot Financial Group Insurance Agency
Massachusetts
$222K +$72 +1 +0%
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