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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
401
Meridian Wealth Management
Kentucky
$209K -$4.33K -50 -2%
PWM
402
PBMares Wealth Management
Virginia
$209K – – –
EDRH
403
Edmond de Rothschild Holding
Switzerland
$208K +$216K +2,500 New
BFA
404
Beacon Financial Advisory
Ohio
$205K +$213K +2,462 New
PA
405
PFG Advisors
Arizona
$201K -$12.4K -143 -6%
VCS
406
Vaughan & Co Securities
New Jersey
$201K -$7.61K -88 -4%
QPWM
407
Quadrant Private Wealth Management
Pennsylvania
$201K +$208K +2,408 New
KFC
408
Klingenstein Fields & Co
New York
$200K +$208K +2,400 New
LAS
409
Lloyd Advisory Services
Georgia
$181K +$127K +1,466 +209%
ED
410
Exane Derivatives
France
$179K -$7.35K -85 -4%
SSB
411
Sandy Spring Bank
Maryland
$150K – – –
HCP
412
Hexagon Capital Partners
Arkansas
$147K – – –
DA
413
DCM Advisors
New York
$143K +$6.49K +75 +5%
CFGS
414
Concourse Financial Group Securities
Alabama
$142K -$23K -266 -14%
WAP
415
Wealthcare Advisory Partners
Pennsylvania
$131K +$136K +1,568 New
NC
416
NewSquare Capital
Pennsylvania
$129K -$10.7M -123,731 -99%
MRCM
417
M&R Capital Management
New Jersey
$125K – – –
SC
418
Solstein Capital
California
$121K +$126K +1,457 New
SBL
419
Sargent Bickham Lagudis
Colorado
$118K +$173 +2 +0.1%
RWB
420
RMR Wealth Builders
New Jersey
$117K -$14.8K -171 -11%
GRP
421
Global Retirement Partners
California
$117K +$86 +1 +0.1%
SSC
422
Syverson Strege & Co
Iowa
$115K – – –
MA
423
MCF Advisors
Kentucky
$108K – – –
RCA
424
Ranch Capital Advisors
Florida
$108K +$86 +1 +0.1%
WT
425
Whittier Trust
California
$103K – – –
15 16
17
18 19