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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
426
Realta Investment Advisors
Delaware
$18.6K +$18.3K +255 New
TSWM
427
Tyler-Stone Wealth Management
Ohio
$18.4K +$143 +2 +0.8%
CWAF
428
Core Wealth Advisors (Florida)
Florida
$18.3K – – –
PCA
429
Providence Capital Advisors
North Carolina
$18.3K – – –
FPB
430
First PREMIER Bank
South Dakota
$18K – – –
SC
431
Solstein Capital
California
$17.5K – – –
CFD
432
Creative Financial Designs
Indiana
$17.2K – – –
MWM
433
MGB Wealth Management
Texas
$16K – – –
AIP
434
Ameritas Investment Partners
Nebraska
$15.8K +$72 +1 +0.5%
FDCDDQ
435
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.3K – – –
GFPC
436
Global Financial Private Client
Florida
$15.3K – – –
PK
437
Pflug Koory
Nebraska
$14.8K – – –
IGWM
438
ICA Group Wealth Management
Colorado
$14.6K -$16.8K -235 -54%
GCM
439
Gables Capital Management
Florida
$14.6K – – –
GAA
440
Global Assets Advisory
Florida
$14.6K +$14.3K +200 New
T
441
Tidemark
California
$13.9K -$10.5K -147 -43%
CA
442
Continuum Advisory
Idaho
$12.5K +$12.5K +175 New
CP
443
Castleview Partners
Texas
$12.4K -$1.86K -26 -13%
BC
444
Barrett & Company
Rhode Island
$12.2K – – –
KIG
445
Kessler Investment Group
Indiana
$12.1K – – –
CSC
446
Caldwell Sutter Capital
California
$11K – – –
CTWM
447
Cherry Tree Wealth Management
Minnesota
$11K – – –
OSAM
448
O'Shaughnessy Asset Management
Connecticut
$10.7K – – –
GWP
449
Gen-Wealth Partners
Michigan
$9.49K +$9.31K +130 New
JPWM
450
Jamison Private Wealth Management
Georgia
$8.91K – – –
16 17
18
19 20