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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
426
Independence Bank of Kentucky
Kentucky
$54.3K -$5.16K -60 -9%
GMA
427
Glassy Mountain Advisors
Maryland
$52.1K +$49.5K +576 New
SMA
428
Sage Mountain Advisors
Georgia
$51.5K – – –
LC
429
Luminist Capital
Michigan
$51K +$23K +267 +91%
RF
430
Roxbury Financial
New Jersey
$50K +$86 +1 +0.2%
FRA
431
Front Row Advisors
California
$48.9K – – –
SWA
432
SOA Wealth Advisors
New York
$48.2K +$172 +2 +0.4%
ACA
433
Aptus Capital Advisors
Alabama
$46.9K – – –
PG
434
Proffitt & Goodson
Tennessee
$38.9K – – –
CT
435
Colonial Trust
South Carolina
$38.6K – – –
CT
436
Caldwell Trust
Florida
$36.2K – – –
FFA
437
Frazier Financial Advisors
Ohio
$36.1K – – –
MG
438
Mather Group
Illinois
$34.7K +$32.9K +383 New
NB
439
NBT Bank
New York
$33.8K – – –
FCAS
440
First Command Advisory Services
Texas
$31.8K – – –
RLIM
441
Red Lighthouse Investment Management
New York
$31.8K – – –
BWAM
442
Boyd Watterson Asset Management
Ohio
$30.2K +$2.15K +25 +8%
FPF
443
First Pacific Financial
Washington
$29.7K +$86 +1 +0.3%
PA
444
Pineridge Advisors
Missouri
$28K – – –
BTI
445
Blue Trust Inc
Georgia
$27.1K – – –
SIS
446
Sound Income Strategies
Florida
$26.3K -$5.93K -69 -20%
CFFP
447
Center for Financial Planning
Michigan
$25.7K – – –
TCM
448
Tradewinds Capital Management
Washington
$24.8K – – –
PSFG
449
Park Square Financial Group
Georgia
$23.2K +$22K +256 New
FPB
450
First PREMIER Bank
South Dakota
$23K – – –
16 17
18
19 20