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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
351
Wells Financial Advisors
Massachusetts
$212K – – –
MKA
352
M. Kulyk & Associates
Georgia
$207K +$196K +2,500 New
KCFA
353
Key Client Fiduciary Advisors
New Jersey
$205K +$195K +2,480 New
HIS
354
Harvest Investment Services
Illinois
$205K -$14.8K -189 -7%
EP
355
Edgestream Partners
New Jersey
$204K +$193K +2,462 New
BWL
356
Bogart Wealth LLC
Virginia
$199K -$393 -5 -0.2%
SS
357
Sunbelt Securities
Texas
$197K -$10.9K -139 -5%
GFL
358
Granite FO LLC
New Hampshire
$188K -$179K -2,278 -50%
DJSG
359
D.J. St. Germain
Massachusetts
$177K +$71.4K +909 +74%
UCB
360
United Community Bank
South Carolina
$173K -$2.36K -30 -1%
MWM
361
MorganRosel Wealth Management
Colorado
$165K – – –
MWA
362
Medallion Wealth Advisors
Connecticut
$155K +$785 +10 +0.5%
CIAS
363
Capital Investment Advisory Services
North Carolina
$149K – – –
SSA
364
SSA Swiss Advisors
$145K – – –
HBW
365
Hazlett, Burt & Watson
West Virginia
$124K +$11.9K +152 +11%
EB
366
Eastern Bank
Massachusetts
$124K -$8.24K -105 -7%
OHWP
367
Oak Harbor Wealth Partners
North Carolina
$124K – – –
PFM
368
Phillips Financial Management
Indiana
$123K +$117K +1,493 New
HFS
369
Hughes Financial Services
Virginia
$120K – – –
CFB
370
Cullen/Frost Bankers
Texas
$116K -$1.49K -19 -1%
HI
371
Harbour Investments
Wisconsin
$114K -$23K -293 -18%
EWM
372
EPG Wealth Management
Georgia
$114K -$114K -1,447 -51%
TF
373
Tompkins Financial
New York
$108K – – –
MA
374
MCF Advisors
Kentucky
$107K – – –
HWA
375
HHM Wealth Advisors
Tennessee
$104K +$98.4K +1,253 New
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