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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
426
Advisors Asset Management
Colorado
$103K -$197K -2,280 -65%
SFSIG
427
San Francisco Sentry Investment Group
California
$93K – – –
ACM
428
Allred Capital Management
Texas
$83.3K +$86.5K +1,000 New
CWAF
429
Core Wealth Advisors (Florida)
Florida
$83K – – –
COCM
430
Charter Oak Capital Management
New Hampshire
$83K +$29.6K +342 +52%
EW
431
Element Wealth
Mississippi
$81K – – –
HR
432
Howe & Rusling
New York
$80K – – –
MAM
433
Meeder Asset Management
Ohio
$78K +$81K +936 New
AWM
434
Avior Wealth Management
Nebraska
$69K +$72K +832 New
SCM
435
SevenOneSeven Capital Management
Pennsylvania
$63K – – –
SAM
436
S.A. Mason
Michigan
$59K +$15.1K +175 +33%
CWC
437
Carolinas Wealth Consulting
North Carolina
$58K – – –
PA
438
Parallel Advisors
California
$57K -$30.2K -349 -34%
FRA
439
Front Row Advisors
California
$57K – – –
WWMSC
440
Wagner Wealth Management (South Carolina)
South Carolina
$52K +$4.33K +50 +9%
SMA
441
Sage Mountain Advisors
Georgia
$47K – – –
GFPC
442
Global Financial Private Client
Florida
$42.3K +$3.46K +40 +9%
BC
443
Bartlett & Co
Ohio
$42K – – –
LJHT
444
Laurie J. Hall Trustee
$42K – – –
BCWM
445
Bartlett & Co Wealth Management
Ohio
$41.7K – – –
SWA
446
SOA Wealth Advisors
New York
$40K +$86 +1 +0.2%
DOA
447
D'Orazio & Associates
Virginia
$39K +$86 +1 +0.2%
VFA
448
Valeo Financial Advisors
Indiana
$38K -$28.6K -331 -42%
BWM
449
Baystate Wealth Management
Massachusetts
$34K – – –
HPC
450
HM Payson & Co
Maine
$34K – – –
16 17
18
19 20