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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
326
Summit Financial Group
West Virginia
$233K -$488K -9,060 -68%
SFA
327
Sequoia Financial Advisors
Ohio
$230K – – –
IAA
328
Independent Advisor Alliance
North Carolina
$229K +$223K +4,135 New
FNBT
329
FineMark National Bank & Trust
Florida
$227K -$41.2K -765 -16%
UR
330
USCA RIA
Texas
$222K – – –
1IA
331
1834 Investment Advisors
Wisconsin
$215K – – –
MC
332
Moors & Cabot
Massachusetts
$214K – – –
PFA
333
Pinnacle Family Advisors
Missouri
$213K +$54 +1 +0%
CWAF
334
Core Wealth Advisors (Florida)
Florida
$210K +$204K +3,788 New
NPP
335
New Potomac Partners
Maryland
$208K – – –
SF
336
Synovus Financial
Georgia
$205K +$46.7K +867 +31%
WSFS
337
Wilmington Savings Fund Society
Delaware
$204K +$198K +3,669 New
KWMG
338
King Wealth Management Group
Florida
$202K +$196K +3,638 New
NFG
339
Nations Financial Group
Iowa
$201K +$195K +3,625 New
DIM
340
Delta Investment Management
California
$200K +$194K +3,611 New
ANBT
341
American National Bank & Trust
Texas
$192K – – –
WCG
342
Weaver Consulting Group
California
$190K – – –
VCS
343
Vaughan & Co Securities
New Jersey
$182K +$177K +3,288 New
RAM
344
Riggs Asset Management
Pennsylvania
$182K +$1.51K +28 +0.9%
IAS
345
IMA Advisory Services
Colorado
$175K -$1.61K -30 -0.9%
NFG
346
Next Financial Group
Texas
$165K -$28.3K -526 -15%
MPCG
347
Matrix Private Capital Group
New York
$164K +$159K +2,954 New
AF
348
Advisornet Financial
Minnesota
$155K +$592 +11 +0.4%
LFG
349
LifePlan Financial Group
Ohio
$145K +$47.9K +890 +52%
PA
350
Parallel Advisors
California
$135K +$25K +465 +24%
12 13
14
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