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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
376
Sandy Spring Bank
Maryland
$116K – – –
BAAM
377
Baker Avenue Asset Management
California
$105K -$284K -4,359 -73%
HCP
378
Hexagon Capital Partners
Arkansas
$104K – – –
CPG
379
Cornerstone Planning Group
New Jersey
$100K +$97.9K +1,503 New
CT
380
Cambridge Trust
Massachusetts
$97K +$97.7K +1,500 New
MRCM
381
M&R Capital Management
New Jersey
$96.5K – – –
OHWP
382
Oak Harbor Wealth Partners
North Carolina
$96.5K – – –
AF
383
Advisornet Financial
Minnesota
$94.7K -$78.9K -1,212 -45%
SBL
384
Sargent Bickham Lagudis
Colorado
$94.4K +$1.04K +16 +1%
SSC
385
Syverson Strege & Co
Iowa
$88.9K – – –
PVH
386
Psagot Value Holdings
Israel
$86K – – –
EE
387
EWG Elevate
California
$85.5K +$86.5K +1,329 New
TF
388
Tompkins Financial
New York
$84K – – –
MA
389
MCF Advisors
Kentucky
$83.6K – – –
HBW
390
Hazlett, Burt & Watson
West Virginia
$78K -$3.58K -55 -4%
VF
391
VitalStone Financial
Texas
$78K +$79K +1,214 New
WT
392
Washington Trust
Rhode Island
$77.9K – – –
ANBT
393
American National Bank & Trust
Texas
$74K – – –
RBC
394
Romano Brothers & Co
Illinois
$72.8K +$73.7K +1,132 New
HR
395
Howe & Rusling
New York
$62.1K – – –
LOIP
396
Live Oak Investment Partners
Texas
$56.2K – – –
RF
397
Robbins Farley
New Hampshire
$55.8K -$279K -4,290 -83%
GAG
398
Goodman Advisory Group
Massachusetts
$53K +$53.1K +816 New
RIA
399
Realta Investment Advisors
Delaware
$52.7K -$12.9K -198 -19%
AWM
400
Ameliora Wealth Management
Switzerland
$51.7K – – –
14 15
16
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