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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
451
Perigon Wealth Management
California
$27K +$24.5K +325 New
RA
452
Reby Advisors
Connecticut
$27K +$24.5K +325 New
SFPG
453
Stonebridge Financial Planning Group
Florida
$25K – – –
FPCG
454
Fort Pitt Capital Group
Pennsylvania
$24K +$21.7K +287 New
ACA
455
Aptus Capital Advisors
Alabama
$23K -$202K -2,674 -91%
PWPS
456
Pinnacle Wealth Planning Services
Ohio
$20K +$18.3K +242 New
FDCDDQ
457
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4K – – –
CCA
458
Column Capital Advisors
Indiana
$17K – – –
DWP
459
Destiny Wealth Partners
Florida
$17K +$15.3K +203 New
AIP
460
Ameritas Investment Partners
Nebraska
$16K +$226 +3 +2%
MPWT
461
MassMutual Private Wealth & Trust
Connecticut
$16K +$14.9K +198 New
FF
462
FourThought Financial
Florida
$16K +$15.1K +200 New
TC
463
Truvestments Capital
Florida
$16K +$15.2K +202 New
GI
464
Gradient Investments
Minnesota
$15K – – –
MCM
465
McMillion Capital Management
North Carolina
$15K +$13.6K +180 New
KIG
466
Kessler Investment Group
Indiana
$14K – – –
KFAA
467
Klaas Financial Asset Advisors
Illinois
$13K +$11.5K +152 New
CAAS
468
Capital Asset Advisory Services
Michigan
$13K +$11.9K +158 New
NFSG
469
Newbridge Financial Services Group
Florida
$11K +$3.32K +44 +48%
AA
470
Ancora Advisors
Ohio
$10K -$2.72K -36 -22%
AIC
471
Archer Investment Corporation
Indiana
$8.28K – – –
FFA
472
Founders Financial Alliance
North Carolina
$8K – – –
PCG
473
Private Capital Group
Connecticut
$8K +$7.17K +95 New
CWP
474
Concord Wealth Partners
Virginia
$8K +$7.55K +100 New
TRCT
475
Tower Research Capital (TRC)
New York
$8K +$7.55K +100 New
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