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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
376
Blue Rock Wealth Management
North Carolina
$354K -$10.4K -100 -3%
BCG
377
Breakwater Capital Group
New Jersey
$346K +$207 +2 +0.1%
I
378
INVST
Indiana
$341K +$328K +3,164 New
SWM
379
Schwallier Wealth Management
Michigan
$340K -$269K -2,591 -45%
BHBT
380
Burke & Herbert Bank & Trust
Virginia
$335K – – –
IW
381
Instrumental Wealth
Florida
$327K -$2.59K -25 -0.8%
OPWM
382
Oxinas Partners Wealth Management
Indiana
$323K +$104 +1 +0%
FTUS
383
Flow Traders U.S.
New York
$323K +$310K +2,992 New
UWM
384
Urban Wealth Management
California
$323K – – –
WAG
385
Winthrop Advisory Group
Massachusetts
$322K – – –
WP
386
Westmount Partners
California
$319K +$622 +6 +0.2%
BFG
387
Berger Financial Group
Minnesota
$316K -$4.66K -45 -2%
MC
388
Moors & Cabot
Massachusetts
$316K – – –
CBU
389
CIBC Bancorp USA
Illinois
$315K -$52.5K -507 -15%
SRC
390
Sage Rhino Capital
California
$314K -$897K -8,652 -75%
FBB
391
Fulton Breakefield Broenniman
Maryland
$308K -$218K -2,100 -42%
NP
392
NorthRock Partners
Minnesota
$306K – – –
9FG
393
93 Financial Group
Massachusetts
$302K -$30.9K -298 -10%
GVAG
394
Great Valley Advisor Group
Delaware
$302K -$622 -6 -0.2%
AG
395
Ascent Group
Virginia
$301K -$84.9K -819 -23%
ASN
396
Advisory Services Network
Georgia
$300K +$92.9K +896 +47%
VAG
397
VisionPoint Advisory Group
Texas
$299K -$85.7K -827 -23%
RIL
398
Rothschild Investment LLC
Illinois
$297K – – –
WF
399
WealthPoint Financial
North Carolina
$296K +$24.5K +236 +9%
BBHC
400
Brown Brothers Harriman & Co
New York
$296K – – –
14 15
16
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