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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
351
Weatherstone Capital Management
Colorado
– -$11.5M -222,931 Closed
CWSR
352
Chessman Wealth Strategies RIA
Texas
– -$10.8M -208,200 Closed
HFM
353
Harvest Fund Management
China
– -$1.26M -24,500 Closed
MIAN
354
Mariner Independent Advisor Network
Kansas
– -$758K -14,673 Closed
FCAG
355
First Capital Advisors Group
New Jersey
– -$599K -11,587 Closed
WP
356
WealthShield Partners
North Carolina
– -$528K -10,213 Closed
SRCM
357
Swift Run Capital Management
Virginia
– -$413K -8,000 Closed
JG
358
Jefferies Group
New York
– -$356K -6,900 Closed
QFA
359
Quattro Financial Advisors
Texas
– -$322K -6,275 Closed
HPWM
360
Highland Private Wealth Management
Washington
– -$296K -5,724 Closed
PAG
361
Private Advisory Group
Washington
– -$296K -5,724 Closed
EFS
362
Essex Financial Services
Connecticut
– -$293K -5,675 Closed
CCM
363
Cutler Capital Management
Massachusetts
– -$283K -5,480 Closed
BJ
364
Brouwer & Janachowski
California
– -$256K -4,947 Closed
LNC
365
Lincoln National Corp
Pennsylvania
– -$218K -4,225 Closed
VCM
366
Vigilant Capital Management
Maine
– -$63K -1,228 Closed
MGIA
367
Moneta Group Investment Advisors
Missouri
– -$40K -775 Closed
RFC
368
Regions Financial Corp
Alabama
– -$40K -772 Closed
APP
369
Avantax Planning Partners
Iowa
– -$25K -489 Closed
CCA
370
Clearwater Capital Advisors
Illinois
– -$16K -313 Closed
GI
371
Gradient Investments
Minnesota
– -$2K -40 Closed
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