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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
401
Core Wealth Advisors (Florida)
Florida
$32K +$17.3K +250 +100%
FPB
402
First PREMIER Bank
South Dakota
$31K -$62.4K -900 -65%
PA
403
Parallel Advisors
California
$30K +$139 +2 +0.4%
WWMSC
404
Wagner Wealth Management (South Carolina)
South Carolina
$27K -$29.5K -425 -50%
BWM
405
Baystate Wealth Management
Massachusetts
$26K – – –
VRM
406
Vectors Research Management
New York
$26K – – –
GIA
407
Goodwin Investment Advisory
Georgia
$26K +$26.8K +386 +2,413%
CT
408
Caldwell Trust
Florida
$25.8K – – –
MHR
409
Matthew Hamilton Rosenberg
$24K +$26.2K +377 New
SN
410
Sittner & Nelson
Oregon
$23K +$25K +360 New
KFS
411
Kelly Financial Services
Massachusetts
$22.6K -$8.95K -129 -27%
FWA
412
FSC Wealth Advisors
New York
$22K -$3.08M -44,453 -99%
HIA
413
Harbor Investment Advisory
Maryland
$22K – – –
BCMLT
414
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K – – –
AWM
415
Avior Wealth Management
Nebraska
$20K – – –
CAAS
416
Capital Asset Advisory Services
Michigan
$20K +$21.3K +307 New
FPS
417
Fieldpoint Private Securities
Connecticut
$19K -$391K -5,630 -95%
PK
418
Pflug Koory
Nebraska
$19K – – –
SIS
419
Sound Income Strategies
Florida
$18K – – –
PCA
420
Providence Capital Advisors
North Carolina
$16K – – –
TSWM
421
Tyler-Stone Wealth Management
Ohio
$16K – – –
SC
422
Solstein Capital
California
$15K -$13.9K -200 -45%
COCM
423
Charter Oak Capital Management
New Hampshire
$15K +$69 +1 +0.4%
TAM
424
Townsend Asset Management
North Carolina
$14K – – –
GFPC
425
Global Financial Private Client
Florida
$13.6K – – –
15 16
17
18 19