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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
UB
426
UMB Bank
Missouri
$28K -$2.8K -43 -9%
CT
427
Colonial Trust
South Carolina
$27.4K +$27.7K +426 New
AA
428
Ancora Advisors
Ohio
$26K +$22.3K +343 +624%
CT
429
Caldwell Trust
Florida
$25.7K – – –
CSPIA
430
Cary Street Partners Investment Advisory
Virginia
$24.4K +$24.7K +380 New
MHR
431
Matthew Hamilton Rosenberg
$24.3K – – –
SN
432
Sittner & Nelson
Oregon
$23.2K – – –
RLIM
433
Red Lighthouse Investment Management
New York
$22.6K +$22.9K +351 New
HIA
434
Harbor Investment Advisory
Maryland
$21.9K – – –
FWA
435
FSC Wealth Advisors
New York
$21.7K – – –
MSCM
436
McElhenny Sheffield Capital Management
Texas
$21.6K +$21.9K +336 New
FCA
437
Fortis Capital Advisors
Kansas
$20.3K +$20.6K +316 New
CFD
438
Creative Financial Designs
Indiana
$19K +$14.1K +217 +275%
BCMLT
439
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.2K – – –
MWM
440
MinichMacGregor Wealth Management
New York
$16.7K +$16.9K +259 New
GIA
441
Goodwin Investment Advisory
Georgia
$16.1K -$20.4K -314 -56%
CWAF
442
Core Wealth Advisors (Florida)
Florida
$16.1K – – –
PCA
443
Providence Capital Advisors
North Carolina
$16.1K – – –
TSWM
444
Tyler-Stone Wealth Management
Ohio
$16K – – –
SC
445
Solstein Capital
California
$15.4K – – –
FHA
446
First Horizon Advisors
Tennessee
$14K +$130 +2 +0.9%
AIP
447
Ameritas Investment Partners
Nebraska
$13.6K +$130 +2 +1%
FDCDDQ
448
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.5K – – –
GFPC
449
Global Financial Private Client
Florida
$13.5K – – –
OSAM
450
O'Shaughnessy Asset Management
Connecticut
$13.1K – – –
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