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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
326
James Investment Research
Ohio
$268K -$1.68K -25 -0.6%
SFG
327
Summit Financial Group
West Virginia
$266K -$5.04K -75 -2%
SAM
328
Strategy Asset Managers
California
$259K +$249K +3,705 New
FHC
329
First Heartland Consultants
Missouri
$254K – – –
SB
330
Strategic Blueprint
Georgia
$254K +$244K +3,634 New
PFGIA
331
Patriot Financial Group Insurance Agency
Massachusetts
$248K -$5.51K -82 -2%
TI
332
Trexquant Investment
Connecticut
$247K +$238K +3,538 New
QCIG
333
Quad-Cities Investment Group
Iowa
$247K +$269 +4 +0.1%
BFO
334
Boston Family Office
Massachusetts
$246K – – –
APW
335
Austin Private Wealth
Texas
$246K – – –
SSWM
336
Strait & Sound Wealth Management
California
$245K – – –
NRI
337
NFP Retirement Inc
California
$242K +$4.97K +74 +2%
PFP
338
Paragon Financial Partners
California
$240K +$403 +6 +0.2%
EWM
339
Evercore Wealth Management
New York
$239K – – –
MIM
340
Moseley Investment Management
Florida
$238K -$11.4K -170 -5%
EA
341
Eudaimonia Advisors
Tennessee
$238K -$5.24K -78 -2%
PCWA
342
Pacific Capital Wealth Advisors
California
$238K +$336 +5 +0.1%
CWM
343
CCG Wealth Management
California
$237K – – –
SS
344
Sunbelt Securities
Texas
$234K +$225K +3,340 New
SWM
345
SeaCrest Wealth Management
New York
$234K +$134 +2 +0.1%
IW
346
Instrumental Wealth
Florida
$232K +$874 +13 +0.4%
EFS
347
Essex Financial Services
Connecticut
$230K -$20K -298 -8%
EP
348
Edgestream Partners
New Jersey
$229K +$220K +3,267 New
FAG
349
Fortitude Advisory Group
Washington
$228K -$14.5K -216 -6%
NFG
350
Nations Financial Group
Iowa
$227K -$13.4K -200 -6%
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