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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
351
Global Retirement Partners
California
$131K +$14.1K +262 +12%
ACA
352
Aptus Capital Advisors
Alabama
$130K +$134K +2,481 New
ED
353
Exane Derivatives
France
$120K -$9.69K -180 -8%
HIA
354
Harbor Investment Advisory
Maryland
$120K +$116K +2,160 New
CFD
355
Creative Financial Designs
Indiana
$114K +$47K +873 +75%
AAM
356
Advisors Asset Management
Colorado
$112K +$7.16K +133 +7%
PFBT
357
Parkside Financial Bank & Trust
Missouri
$110K – – –
HR
358
Howe & Rusling
New York
$107K – – –
SSB
359
Sandy Spring Bank
Maryland
$100K – – –
SBL
360
Sargent Bickham Lagudis
Colorado
$97K +$1.29K +24 +1%
EP
361
Eudaimonia Partners
Tennessee
$95K +$92.2K +1,712 New
CFGS
362
Concourse Financial Group Securities
Alabama
$94K +$4.09K +76 +5%
RWB
363
RMR Wealth Builders
New Jersey
$87K +$84.6K +1,571 New
RCA
364
Ranch Capital Advisors
Florida
$84K +$82K +1,523 New
ACM
365
Allred Capital Management
Texas
$83.3K +$80.7K +1,500 New
MRCM
366
M&R Capital Management
New Jersey
$83K – – –
TPWA
367
TRUE Private Wealth Advisors
Oregon
$80K +$78.4K +1,456 New
MA
368
MCF Advisors
Kentucky
$72K – – –
MA
369
MUFG Americas
New York
$71K – – –
MWP
370
Meridian Wealth Partners
Pennsylvania
$63K +$61.2K +1,136 New
OPS
371
Orion Portfolio Solutions
Nebraska
$58K +$56.5K +1,050 New
OSNBOA
372
Old Second National Bank of Aurora
Illinois
$55K – – –
FRA
373
Front Row Advisors
California
$54K -$1.02K -19 -2%
EW
374
Element Wealth
Mississippi
$54K +$52K +966 New
SIC
375
Samalin Investment Counsel
New York
$52K +$51.2K +952 New
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