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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
351
SlateStone Wealth
Florida
$203K +$194K +2,646 New
NRI
352
NFP Retirement Inc
California
$203K +$195K +2,649 New
MAM
353
McCarthy Asset Management
California
$202K +$193K +2,631 New
SAM
354
Strategy Asset Managers
California
$201K -$79.5K -1,082 -29%
CAM
355
Creekmur Asset Management
Illinois
$197K -$62.2K -847 -25%
NS
356
NBC Securities
Alabama
$191K – – –
BWL
357
Bogart Wealth LLC
Virginia
$184K -$3.38K -46 -2%
BBHC
358
Brown Brothers Harriman & Co
New York
$184K – – –
UCB
359
United Community Bank
South Carolina
$168K – – –
DF
360
Dunhill Financial
United Kingdom
$146K -$19.8K -269 -12%
CFGS
361
Concourse Financial Group Securities
Alabama
$146K +$72.3K +984 +107%
IA
362
IFP Advisors
Florida
$144K -$157K -2,140 -53%
BF
363
BOK Financial
Oklahoma
$138K +$133K +1,810 New
CIAS
364
Capital Investment Advisory Services
North Carolina
$138K – – –
CFB
365
Cullen/Frost Bankers
Texas
$123K – – –
EB
366
Eastern Bank
Massachusetts
$123K +$118K +1,605 New
TCOV
367
Trust Company of Vermont
Vermont
$119K +$115K +1,560 New
HCP
368
Hexagon Capital Partners
Arkansas
$117K – – –
MRCM
369
M&R Capital Management
New Jersey
$115K – – –
OHWP
370
Oak Harbor Wealth Partners
North Carolina
$115K – – –
HBW
371
Hazlett, Burt & Watson
West Virginia
$105K +$3.75K +51 +4%
FNWA
372
Financial Network Wealth Advisors
Utah
$100K +$96.2K +1,310 New
TF
373
Tompkins Financial
New York
$100K – – –
MA
374
MCF Advisors
Kentucky
$99.6K – – –
AF
375
Advisornet Financial
Minnesota
$96.5K +$220 +3 +0.2%
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