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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
JMF
451
Johnson Midwest Financial
Iowa
$12.1K – – –
BC
452
Barrett & Company
Rhode Island
$11.7K – – –
KIG
453
Kessler Investment Group
Indiana
$11.5K – – –
BSB
454
Bangor Savings Bank
Maine
$10.7K -$1.08K -16 -9%
CSC
455
Caldwell Sutter Capital
California
$10.5K +$10.1K +150 New
OSAM
456
O'Shaughnessy Asset Management
Connecticut
$10.3K -$3.83K -57 -28%
IPW
457
Impact Partnership Wealth
Georgia
$8.95K +$8.61K +128 New
JWA
458
JFS Wealth Advisors
Pennsylvania
$8.81K – – –
GIA
459
GHP Investment Advisors
Colorado
$8.8K +$8.47K +126 New
EWA
460
EverSource Wealth Advisors
Alabama
$8.74K +$6.45K +96 +331%
BAAM
461
Baker Avenue Asset Management
California
$7.34K -$81K -1,205 -92%
CTC
462
Central Trust Company
Missouri
$6.65K – – –
FFA
463
Founders Financial Alliance
North Carolina
$6.64K – – –
TFGT
464
TS Financial Group (TSFG)
Illinois
$5K – – –
MCM
465
McMillion Capital Management
North Carolina
$4.9K +$4.71K +70 New
GI
466
Gradient Investments
Minnesota
$4.34K – – –
HI
467
Horizon Investments
North Carolina
$4.33K +$4.17K +62 New
TCM
468
Tradewinds Capital Management
Washington
$3.99K -$92.4K -1,374 -96%
HT
469
Headlands Technologies
Illinois
$3.71K -$29.7K -442 -89%
IFAM
470
Institutional & Family Asset Management
Colorado
$3.36K +$3.23K +48 New
NFSG
471
Newbridge Financial Services Group
Florida
$2.56K +$1.41K +21 +131%
NC
472
NewSquare Capital
Pennsylvania
$2.24K +$134 +2 +7%
FFA
473
Farther Finance Advisors
California
$2.24K +$2.15K +32 New
TFA
474
Toth Financial Advisory
Virginia
$1.54K – – –
WP
475
WealthShield Partners
North Carolina
$1.12K – – –
17 18
19
20 21