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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
451
Tower Research Capital (TRC)
New York
$23K +$23.2K +303 New
SIS
452
Sound Income Strategies
Florida
$22K -$2.45K -32 -10%
BCMLT
453
Beacon Capital Management LLC (Tennessee)
Tennessee
$21K +$20.4K +267 New
JWA
454
JFS Wealth Advisors
Pennsylvania
$19K -$75.4K -986 -80%
CWAF
455
Core Wealth Advisors (Florida)
Florida
$19K – – –
PCA
456
Providence Capital Advisors
North Carolina
$19K – – –
TSWM
457
Tyler-Stone Wealth Management
Ohio
$19K – – –
COCM
458
Charter Oak Capital Management
New Hampshire
$17K -$14.8K -193 -46%
GFPC
459
Global Financial Private Client
Florida
$16.2K -$17.3K -226 -52%
FDCDDQ
460
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.2K – – –
TAM
461
Townsend Asset Management
North Carolina
$16K – – –
CCA
462
Column Capital Advisors
Indiana
$15K – – –
AIP
463
Ameritas Investment Partners
Nebraska
$15K +$77 +1 +0.5%
AA
464
Addison Advisors
Vermont
$14K – – –
GWS
465
Glassman Wealth Services
Virginia
$13K – – –
KIG
466
Kessler Investment Group
Indiana
$13K – – –
GI
467
Gradient Investments
Minnesota
$13K +$8.49K +111 +179%
CFD
468
Creative Financial Designs
Indiana
$12K -$281K -3,667 -96%
WA
469
Win Advisors
Florida
$11K +$11.4K +149 New
GIA
470
GHP Investment Advisors
Colorado
$9K +$8.95K +117 New
MWM
471
Mascoma Wealth Management
New Hampshire
$8K – – –
FFA
472
Founders Financial Alliance
North Carolina
$7K – – –
ONST
473
Old North State Trust
North Carolina
$5.68K -$5.43M -70,940 -100%
TWM
474
Tradition Wealth Management
Minnesota
$5K – – –
TFGT
475
TS Financial Group (TSFG)
Illinois
$5K – – –
17 18
19
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