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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
376
Sunbelt Securities
Texas
$220K -$9.38K -109 -4%
BWL
377
Bogart Wealth LLC
Virginia
$218K – – –
BWM
378
BAM Wealth Management
Colorado
$217K +$207K +2,402 New
CPA
379
Court Place Advisors
Maryland
$217K +$206K +2,400 New
TCM
380
Traub Capital Management
Massachusetts
$216K -$18.8K -218 -8%
CIC
381
Carnegie Investment Counsel
Ohio
$212K +$201K +2,342 New
NRI
382
NFP Retirement Inc
California
$211K +$201K +2,336 New
CFG
383
Citizens Financial Group
Rhode Island
$210K +$199K +2,317 New
IHL
384
Investment House LLC
California
$207K +$197K +2,285 New
GFL
385
Granite FO LLC
New Hampshire
$206K – – –
VPP
386
Vertex Planning Partners
Illinois
$205K +$195K +2,268 New
DAS
387
Diversify Advisory Services
Utah
$204K -$29.2K -339 -13%
GCIA
388
Gabelli & Co Investment Advisers
New York
$204K +$194K +2,250 New
UCB
389
United Community Bank
South Carolina
$183K -$6.45K -75 -4%
ASN
390
Advisory Services Network
Georgia
$172K +$164K +1,905 New
MWA
391
Medallion Wealth Advisors
Connecticut
$170K +$688 +8 +0.4%
CIAS
392
Capital Investment Advisory Services
North Carolina
$163K – – –
SSA
393
SSA Swiss Advisors
$154K – – –
EB
394
Eastern Bank
Massachusetts
$136K – – –
OHWP
395
Oak Harbor Wealth Partners
North Carolina
$136K – – –
HFS
396
Hughes Financial Services
Virginia
$132K – – –
HBW
397
Hazlett, Burt & Watson
West Virginia
$132K -$6.11K -71 -5%
HI
398
Harbour Investments
Wisconsin
$125K – – –
CFB
399
Cullen/Frost Bankers
Texas
$121K -$5.93K -69 -5%
TF
400
Tompkins Financial
New York
$118K – – –
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16
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