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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
LJHT
401
Laurie J. Hall Trustee
$32K – – –
ACA
402
Aptus Capital Advisors
Alabama
$31K -$95.9K -1,425 -74%
SWA
403
SOA Wealth Advisors
New York
$31K +$135 +2 +0.4%
FPB
404
First PREMIER Bank
South Dakota
$30K – – –
PA
405
Parallel Advisors
California
$30K +$135 +2 +0.4%
UB
406
UMB Bank
Missouri
$30K +$32.3K +480 New
CP
407
Castleview Partners
Texas
$27K -$102K -1,523 -78%
BWM
408
Baystate Wealth Management
Massachusetts
$26K – – –
CT
409
Caldwell Trust
Florida
$25.3K – – –
MHR
410
Matthew Hamilton Rosenberg
$24K – – –
SN
411
Sittner & Nelson
Oregon
$23K – – –
HIA
412
Harbor Investment Advisory
Maryland
$22K – – –
FWA
413
FSC Wealth Advisors
New York
$21K – – –
BWM
414
BerganKDV Wealth Management
Minnesota
$21K +$21.9K +325 New
PK
415
Pflug Koory
Nebraska
$19K – – –
LC
416
Lindbrook Capital
California
$19K +$20.2K +300 New
SIS
417
Sound Income Strategies
Florida
$18K – – –
BCMLT
418
Beacon Capital Management LLC (Tennessee)
Tennessee
$17K – – –
CWAF
419
Core Wealth Advisors (Florida)
Florida
$16K -$16.8K -250 -50%
PCA
420
Providence Capital Advisors
North Carolina
$16K – – –
TSWM
421
Tyler-Stone Wealth Management
Ohio
$16K – – –
SC
422
Solstein Capital
California
$15K – – –
OPW
423
Oxler Private Wealth
New York
$14.5K +$10.1K +150 New
FPFS
424
First Personal Financial Services
North Carolina
$14K +$14.7K +218 New
GFPC
425
Global Financial Private Client
Florida
$13.5K – – –
15 16
17
18 19