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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
351
StoneX Group
New York
$325K +$337K +3,900 New
AP
352
Advisors Preferred
Maryland
$321K -$6.59M -76,191 -65%
IAS
353
IMA Advisory Services
Colorado
$316K +$10.1K +117 +3%
MAM
354
McCarthy Asset Management
California
$315K +$259 +3 +0.1%
RCA
355
Reitz Capital Advisors
Michigan
$313K -$124K -1,430 -28%
CFD
356
Creative Financial Designs
Indiana
$312K -$326K -3,767 -50%
SFG
357
Summit Financial Group
West Virginia
$304K -$31.1K -359 -9%
QC
358
QCM Cayman
Texas
$303K +$315K +3,638 New
CFB
359
Cullen/Frost Bankers
Texas
$302K -$35.7K -413 -10%
RG
360
Retirement Group
California
$300K -$39.5K -457 -11%
GC
361
Grace Capital
Massachusetts
$298K -$160K -1,854 -34%
MIM
362
Moseley Investment Management
Florida
$297K – – –
MAFM
363
Mid Atlantic Financial Management
Pennsylvania
$297K +$308K +3,566 New
HFA
364
Hoover Financial Advisors
Pennsylvania
$296K +$164K +1,892 +110%
BFO
365
Boston Family Office
Massachusetts
$292K – – –
KWMG
366
King Wealth Management Group
Florida
$286K -$3.29K -38 -1%
HIMC
367
Heritage Investors Management Corp
Maryland
$283K -$45.9K -531 -14%
BCM
368
Brookstone Capital Management
Illinois
$283K +$294K +3,398 New
BCM
369
Brasada Capital Management
Texas
$281K +$292K +3,375 New
CAL
370
Capital Analysts LLC
Pennsylvania
$280K -$4.4M -50,912 -94%
1IA
371
1834 Investment Advisors
Wisconsin
$278K – – –
HB
372
Homrich & Berg
Georgia
$276K – – –
ST
373
Sabal Trust
Florida
$269K – – –
SFP
374
Strategic Financial Partners
Oregon
$267K +$86 +1 +0%
SW
375
StrongBox Wealth
Missouri
$266K -$472K -5,455 -63%
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