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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
426
Selective Wealth Management
Virginia
$66K – – –
VFA
427
Valeo Financial Advisors
Indiana
$65K +$27.1K +359 +84%
SCM
428
SevenOneSeven Capital Management
Pennsylvania
$63K +$57K +755 New
LAS
429
Lloyd Advisory Services
Georgia
$58K +$52.5K +695 +13,900%
CWC
430
Carolinas Wealth Consulting
North Carolina
$58K +$52.8K +700 New
AWA
431
Arkadios Wealth Advisors
Georgia
$57K +$52.8K +700 New
FRA
432
Front Row Advisors
California
$56K – – –
COCM
433
Charter Oak Capital Management
New Hampshire
$54K +$49.4K +654 New
SMA
434
Sage Mountain Advisors
Georgia
$47K +$42.9K +569 New
WWMSC
435
Wagner Wealth Management (South Carolina)
South Carolina
$47K +$43K +570 New
SAM
436
S.A. Mason
Michigan
$44K – – –
SWA
437
SOA Wealth Advisors
New York
$44K +$36.8K +487 New
FFG
438
Fortem Financial Group
California
$43K +$38.9K +515 New
TIAM2
439
Tru Independence Asset Management 2
Oregon
$43K +$39.5K +524 New
BCWM
440
Bartlett & Co Wealth Management
Ohio
$41.4K +$37.7K +500 New
LJHT
441
Laurie J. Hall Trustee
$41K – – –
BC
442
Bartlett & Co
Ohio
$41K +$37.7K +500 New
CWA
443
Clearview Wealth Advisors
Oregon
$40K +$36.8K +488 New
DOA
444
D'Orazio & Associates
Virginia
$39K +$453 +6 +1%
GFPC
445
Global Financial Private Client
Florida
$38.2K +$3.55K +47 +11%
HPC
446
HM Payson & Co
Maine
$34K -$30.2K -400 -50%
TFA
447
Transamerica Financial Advisors
Florida
$33K -$8.38K -111 -22%
BWM
448
Baystate Wealth Management
Massachusetts
$33K – – –
MPCG
449
Matrix Private Capital Group
New York
$32K -$59K -782 -67%
HIA
450
Harbor Investment Advisory
Maryland
$28K -$56.6K -750 -69%
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