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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
401
Roxbury Financial
New Jersey
$43.5K +$237 +3 +0.5%
FRA
402
Front Row Advisors
California
$41.4K – – –
SWA
403
SOA Wealth Advisors
New York
$40.5K +$158 +2 +0.4%
GBT
404
Grove Bank & Trust
Florida
$38.3K +$39.5K +500 New
TSMHT
405
Thurston Springer Miller Herd & Titak
Indiana
$36.3K – – –
CT
406
Colonial Trust
South Carolina
$32.6K – – –
TFA
407
Transamerica Financial Advisors
Florida
$32K -$4.1M -51,899 -99%
CT
408
Caldwell Trust
Florida
$30.6K – – –
FFA
409
Frazier Financial Advisors
Ohio
$30.5K – – –
MG
410
Mather Group
Illinois
$29.3K – – –
NB
411
NBT Bank
New York
$28.7K – – –
FPF
412
First Pacific Financial
Washington
$28.4K – – –
AAP
413
Arax Advisory Partners
Colorado
$25.8K +$26.6K +337 New
RLIM
414
Red Lighthouse Investment Management
New York
$25.6K – – –
HWP
415
Highline Wealth Partners
California
$25.4K -$567K -7,174 -96%
LC
416
Luminist Capital
Michigan
$24.8K -$14.4K -182 -36%
CAWM
417
Capital A Wealth Management
Pennsylvania
$24.6K -$17.3K -219 -41%
PA
418
Pineridge Advisors
Missouri
$23.7K – – –
BCMLT
419
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.4K +$3.08K +39 +15%
BTI
420
Blue Trust Inc
Georgia
$23K +$23.7K +300 New
CFFP
421
Center for Financial Planning
Michigan
$21.8K +$20.9K +264 +1,320%
SIS
422
Sound Income Strategies
Florida
$21.8K -$16.4K -208 -42%
CPG
423
Cornerstone Planning Group
New Jersey
$21.2K +$79 +1 +0.4%
TCM
424
Tradewinds Capital Management
Washington
$21K – – –
TRCT
425
Tower Research Capital (TRC)
New York
$19K +$19.2K +243 +4,860%
15 16
17
18 19