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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
451
American National Bank & Trust
Texas
$46.2K -$13.2K -168 -22%
FWM
452
FLP Wealth Management
Arkansas
$45.2K +$45.7K +580 New
RF
453
Roxbury Financial
New Jersey
$44.9K +$43.1K +547 New
AWM
454
Avior Wealth Management
Nebraska
$44.4K – – –
SMA
455
Sage Mountain Advisors
Georgia
$44.3K – – –
CAS
456
Coppell Advisory Solutions
Texas
$43.1K -$6.47K -82 -13%
FRA
457
Front Row Advisors
California
$42.1K – – –
CAWM
458
Capital A Wealth Management
Pennsylvania
$42.1K +$42.6K +540 New
SR
459
Syntax Research
Florida
$41.8K – – –
SWA
460
SOA Wealth Advisors
New York
$41K +$237 +3 +0.6%
LC
461
Luminist Capital
Michigan
$39.4K +$39.8K +505 New
LJHT
462
Laurie J. Hall Trustee
$39K – – –
SIS
463
Sound Income Strategies
Florida
$38.3K +$2.05K +26 +6%
TSMHT
464
Thurston Springer Miller Herd & Titak
Indiana
$36.8K +$20K +254 +117%
CT
465
Colonial Trust
South Carolina
$33.2K – – –
CT
466
Caldwell Trust
Florida
$31.2K – – –
FFA
467
Frazier Financial Advisors
Ohio
$31.2K – – –
MG
468
Mather Group
Illinois
$29.8K – – –
NB
469
NBT Bank
New York
$29.1K – – –
FPF
470
First Pacific Financial
Washington
$28.9K – – –
S
471
SignatureFD
Georgia
$28K +$28.3K +359 New
RLIM
472
Red Lighthouse Investment Management
New York
$27.3K – – –
BWAM
473
Boyd Watterson Asset Management
Ohio
$26.9K +$27.3K +346 New
PA
474
Pineridge Advisors
Missouri
$24.1K – – –
RFG
475
REAP Financial Group
Texas
$22.5K – – –
17 18
19
20 21