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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
401
Harvest Investment Services
Illinois
$218K +$2.6K +33 +1%
FNBT
402
FineMark National Bank & Trust
Florida
$215K – – –
SW
403
SlateStone Wealth
Florida
$206K – – –
MFG
404
Merit Financial Group
Georgia
$205K +$208K +2,636 New
SAM
405
Strategy Asset Managers
California
$204K – – –
KP
406
Keel Point
Alabama
$202K +$204K +2,592 New
NA
407
Navellier & Associates
Nevada
$201K +$203K +2,578 New
CAM
408
Creekmur Asset Management
Illinois
$201K – – –
WFA
409
Wells Financial Advisors
Massachusetts
$200K -$21.7K -275 -10%
SS
410
Sunbelt Securities
Texas
$198K +$200K +2,534 New
BWL
411
Bogart Wealth LLC
Virginia
$187K – – –
BBHC
412
Brown Brothers Harriman & Co
New York
$187K – – –
DF
413
Dunhill Financial
United Kingdom
$185K +$36.2K +459 +24%
UCB
414
United Community Bank
South Carolina
$170K – – –
SS
415
SBI Securities
Japan
$152K +$154K +1,955 New
CFGS
416
Concourse Financial Group Securities
Alabama
$146K -$6.94K -88 -5%
MWA
417
Medallion Wealth Advisors
Connecticut
$143K +$147K +1,866 New
BF
418
BOK Financial
Oklahoma
$141K – – –
CIAS
419
Capital Investment Advisory Services
North Carolina
$140K – – –
HI
420
Harbour Investments
Wisconsin
$127K +$54.8K +695 +74%
EB
421
Eastern Bank
Massachusetts
$125K – – –
CFB
422
Cullen/Frost Bankers
Texas
$124K -$1.18K -15 -0.9%
TCOV
423
Trust Company of Vermont
Vermont
$122K – – –
HCP
424
Hexagon Capital Partners
Arkansas
$119K – – –
OHWP
425
Oak Harbor Wealth Partners
North Carolina
$117K – – –
15 16
17
18 19