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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
LJHT
451
Laurie J. Hall Trustee
$43K – – –
SWA
452
SOA Wealth Advisors
New York
$42K – – –
PA
453
Parallel Advisors
California
$40K -$18.7K -221 -32%
DOA
454
D'Orazio & Associates
Virginia
$36K -$4.65K -55 -12%
BWM
455
Baystate Wealth Management
Massachusetts
$36K +$1.18K +14 +3%
HPC
456
HM Payson & Co
Maine
$35K – – –
APC
457
Aspire Private Capital
North Carolina
$31K +$5.92K +70 +25%
CA
458
Clearstead Advisors
Ohio
$31K +$30.4K +360 New
HIA
459
Harbor Investment Advisory
Maryland
$29K – – –
CP
460
Castleview Partners
Texas
$27K +$26K +308 New
SFPG
461
Stonebridge Financial Planning Group
Florida
$26K – – –
TFS
462
TrustCore Financial Services
Tennessee
$26K +$25.4K +300 New
CWAF
463
Core Wealth Advisors (Florida)
Florida
$22K -$63.4K -750 -75%
AF
464
Allworth Financial
California
$22K – – –
PCA
465
Providence Capital Advisors
North Carolina
$22K +$21.1K +250 New
FHA
466
First Horizon Advisors
Tennessee
$19K -$5.75K -68 -23%
FDCDDQ
467
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.2K – – –
TC
468
Truvestments Capital
Florida
$18K +$85 +1 +0.5%
AIP
469
Ameritas Investment Partners
Nebraska
$17K – – –
CCA
470
Column Capital Advisors
Indiana
$17K – – –
FF
471
FourThought Financial
Florida
$17K – – –
OSAM
472
O'Shaughnessy Asset Management
Connecticut
$17K +$16.9K +200 New
BU
473
BBVA USA
Alabama
$15K +$15K +178 New
KIG
474
Kessler Investment Group
Indiana
$14K – – –
KFAA
475
Klaas Financial Asset Advisors
Illinois
$13K – – –
17 18
19
20 21