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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
426
Global Retirement Partners
California
$120K +$173 +2 +0.1%
SSC
427
Syverson Strege & Co
Iowa
$118K – – –
CCM
428
Cutler Capital Management
Massachusetts
$118K +$119K +1,379 New
MA
429
MCF Advisors
Kentucky
$111K – – –
RCA
430
Ranch Capital Advisors
Florida
$111K +$173 +2 +0.2%
RDFA
431
Ritter Daniher Financial Advisory
Ohio
$107K +$108K +1,250 New
ANBT
432
American National Bank & Trust
Texas
$104K -$75.7K -877 -42%
DA
433
DCM Advisors
New York
$104K -$43.1K -500 -29%
WT
434
Washington Trust
Rhode Island
$103K – – –
SLF
435
Sun Life Financial
Ontario, Canada
$99K +$99.7K +1,156 New
SAM
436
Strategic Asset Management
Minnesota
$96K +$96.3K +1,116 New
HR
437
Howe & Rusling
New York
$82K – – –
MAM
438
Meeder Asset Management
Ohio
$75K -$5.18K -60 -6%
SAM
439
S.A. Mason
Michigan
$72K -$8.2K -95 -10%
CG
440
Cutler Group
California
$68K +$69K +800 New
AWA
441
Arkadios Wealth Advisors
Georgia
$60K -$186K -2,160 -75%
CWC
442
Carolinas Wealth Consulting
North Carolina
$60K – – –
WT
443
Whittier Trust
California
$59K -$65.9K -764 -52%
FRA
444
Front Row Advisors
California
$56K – – –
SMA
445
Sage Mountain Advisors
Georgia
$49K – – –
SIM
446
Sonora Investment Management
Arizona
$49K +$49.9K +579 New
GFPC
447
Global Financial Private Client
Florida
$43.1K +$86 +1 +0.2%
BC
448
Bartlett & Co
Ohio
$43K – – –
LJHT
449
Laurie J. Hall Trustee
$43K – – –
BCWM
450
Bartlett & Co Wealth Management
Ohio
$42.7K – – –
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18
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