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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
426
Angeles Wealth Management
California
$58.2K +$59.4K +653 New
FHA
427
Flagship Harbor Advisors
Massachusetts
$58.1K +$59.1K +650 New
ANBT
428
American National Bank & Trust
Texas
$57.5K – – –
FNWA
429
Financial Network Wealth Advisors
Utah
$56.7K – – –
B
430
Bayban
Minnesota
$56.4K +$57.5K +632 New
FMTCOCP
431
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$54K – – –
IBOK
432
Independence Bank of Kentucky
Kentucky
$53.5K – – –
HIA
433
Harbor Investment Advisory
Maryland
$53K +$54K +594 New
CFD
434
Creative Financial Designs
Indiana
$52.3K +$38.6K +425 +264%
SMA
435
Sage Mountain Advisors
Georgia
$50.8K – – –
RF
436
Roxbury Financial
New Jersey
$49.5K +$91 +1 +0.2%
FRA
437
Front Row Advisors
California
$48.2K – – –
SWA
438
SOA Wealth Advisors
New York
$47.8K +$273 +3 +0.6%
ACA
439
Aptus Capital Advisors
Alabama
$47.7K +$1.54K +17 +3%
CWM
440
Copia Wealth Management
Oregon
$42.9K +$43.7K +481 New
HWP
441
Highline Wealth Partners
California
$39.2K +$40K +440 New
WG
442
Wellington Group
Indiana
$39.2K +$40K +440 New
CT
443
Colonial Trust
South Carolina
$38K – – –
AGWCA
444
Annis Gardner Whiting Capital Advisors
Florida
$36.4K +$37.1K +408 New
CT
445
Caldwell Trust
Florida
$35.7K – – –
SIS
446
Sound Income Strategies
Florida
$35.7K +$8.73K +96 +34%
FFA
447
Frazier Financial Advisors
Ohio
$35.6K – – –
NB
448
NBT Bank
New York
$33.4K – – –
CTB
449
Country Trust Bank
Illinois
$33K -$50K -550 -60%
FCAS
450
First Command Advisory Services
Texas
$31.3K – – –
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