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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
401
Caldwell Trust
Florida
$28.9K – – –
FFA
402
Frazier Financial Advisors
Ohio
$28.8K +$27.1K +399 New
AA
403
Ancora Advisors
Ohio
$28.7K – – –
HI
404
Harbour Investments
Wisconsin
$27.7K -$2.1K -31 -7%
RLIM
405
Red Lighthouse Investment Management
New York
$25.3K – – –
LOIP
406
Live Oak Investment Partners
Texas
$25.1K – – –
TAM
407
Tucker Asset Management
Colorado
$24.5K +$23.1K +340 New
T
408
Tidemark
California
$24.4K +$22.9K +338 New
TCM
409
Tradewinds Capital Management
Washington
$23.5K -$72.1K -1,062 -77%
RFG
410
REAP Financial Group
Texas
$22.4K +$21.1K +311 New
ACA
411
Aptus Capital Advisors
Alabama
$21.7K -$1.09K -16 -5%
PCMC
412
Planning Capital Management Corporation
Pennsylvania
$21.6K +$20.4K +300 New
TRCT
413
Tower Research Capital (TRC)
New York
$19.6K -$183K -2,688 -91%
VAG
414
VisionPoint Advisory Group
Texas
$18.8K -$79.1K -1,165 -82%
BCMLT
415
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.1K – – –
PCA
416
Providence Capital Advisors
North Carolina
$18K -$13.2K -195 -44%
CWAF
417
Core Wealth Advisors (Florida)
Florida
$18K – – –
TSWM
418
Tyler-Stone Wealth Management
Ohio
$18K – – –
FPB
419
First PREMIER Bank
South Dakota
$18K – – –
SC
420
Solstein Capital
California
$17.3K – – –
CFD
421
Creative Financial Designs
Indiana
$17K -$22.1K -326 -58%
HT
422
Headlands Technologies
Illinois
$16.5K +$15.5K +229 New
FHA
423
First Horizon Advisors
Tennessee
$16K +$136 +2 +0.9%
MWM
424
MGB Wealth Management
Texas
$15.8K +$14.9K +219 New
AIP
425
Ameritas Investment Partners
Nebraska
$15.6K +$136 +2 +0.9%
15 16
17
18 19