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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
351
Creekmur Asset Management
Illinois
$197K – – –
WFA
352
Wells Financial Advisors
Massachusetts
$197K – – –
NS
353
NBC Securities
Alabama
$191K +$197K +2,498 +124,900%
BWL
354
Bogart Wealth LLC
Virginia
$185K +$711 +9 +0.4%
BBHC
355
Brown Brothers Harriman & Co
New York
$184K – – –
RFA
356
Reyes Financial Architecture
California
$182K -$380K -4,807 -67%
OSAM
357
O'Shaughnessy Asset Management
Connecticut
$180K +$113K +1,429 +156%
UCB
358
United Community Bank
South Carolina
$163K -$4.74K -60 -3%
MWM
359
MorganRosel Wealth Management
Colorado
$153K +$158K +2,000 New
MWA
360
Medallion Wealth Advisors
Connecticut
$143K – – –
BF
361
BOK Financial
Oklahoma
$139K – – –
CIAS
362
Capital Investment Advisory Services
North Carolina
$138K – – –
SSA
363
SSA Swiss Advisors
$130K +$134K +1,697 New
HI
364
Harbour Investments
Wisconsin
$128K +$3.56K +45 +3%
EB
365
Eastern Bank
Massachusetts
$123K – – –
T
366
Transce3nd
Texas
$118K +$23.4K +296 +24%
SS
367
SBI Securities
Japan
$117K -$33.3K -422 -22%
HCP
368
Hexagon Capital Partners
Arkansas
$117K – – –
OHWP
369
Oak Harbor Wealth Partners
North Carolina
$115K – – –
HFS
370
Hughes Financial Services
Virginia
$110K +$113K +1,427 New
CFB
371
Cullen/Frost Bankers
Texas
$109K -$13.7K -174 -11%
HBW
372
Hazlett, Burt & Watson
West Virginia
$105K +$79 +1 +0.1%
CWC
373
Carolinas Wealth Consulting
North Carolina
$104K +$52.4K +663 +95%
TF
374
Tompkins Financial
New York
$100K – – –
MA
375
MCF Advisors
Kentucky
$99.6K – – –
13 14
15
16 17