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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
426
Essex Financial Services
Connecticut
$229K +$220K +2,125 New
PWM
427
PMG Wealth Management
Illinois
$226K +$218K +2,100 New
AP
428
Americana Partners
Texas
$226K +$217K +2,097 New
GVCM
429
Global View Capital Management
Wisconsin
$224K +$215K +2,079 New
SWM
430
SeaCrest Wealth Management
New York
$224K -$717K -6,915 -77%
BAM
431
BTS Asset Management
Massachusetts
$220K +$211K +2,039 New
PC
432
Port Capital
Illinois
$218K +$210K +2,025 New
CF
433
Centaurus Financial
California
$218K -$107K -1,033 -34%
HA
434
Huntleigh Advisors
Missouri
$218K +$209K +2,021 New
APFP
435
Action Point Financial Planning
Michigan
$218K +$209K +2,017 New
CIA
436
Capital Investment Advisors
Georgia
$217K +$209K +2,014 New
BRM
437
Boston Research & Management
Massachusetts
$217K +$208K +2,009 New
BEI
438
Benjamin Edwards Inc
Missouri
$216K +$208K +2,003 New
MWM
439
MorganRosel Wealth Management
Colorado
$216K +$207K +2,000 New
PAMG
440
Patton Albertson Miller Group
Tennessee
$216K +$207K +2,000 New
BWM
441
BAM Wealth Management
Colorado
$214K -$22.6K -218 -10%
PI
442
PFG Investments
New York
$209K -$351K -3,382 -64%
NA
443
Navellier & Associates
Nevada
$205K +$197K +1,901 New
CIAS
444
Capital Investment Advisory Services
North Carolina
$205K +$10.4K +100 +6%
PWG
445
Portside Wealth Group
Utah
$204K -$40.7K -393 -17%
AWAU
446
Alliance Wealth Advisors (Utah)
Utah
$203K -$161K -1,551 -45%
EWM
447
Evercore Wealth Management
New York
$203K +$195K +1,882 New
SAM
448
Strategy Asset Managers
California
$202K +$195K +1,877 New
PCWA
449
Pacific Capital Wealth Advisors
California
$201K +$194K +1,868 New
SDWMA
450
Schneider Downs Wealth Management Advisors
Pennsylvania
$200K +$193K +1,859 New
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