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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
RLIM
451
Red Lighthouse Investment Management
New York
$31.3K – – –
AAP
452
Arax Advisory Partners
Colorado
$30.1K +$30.6K +337 New
FPF
453
First Pacific Financial
Washington
$29.5K +$91 +1 +0.3%
BWM
454
Benson Wealth Management
Tennessee
$27.1K +$27.6K +304 New
BTI
455
Blue Trust Inc
Georgia
$26.8K – – –
HPWM
456
High Point Wealth Management
New Jersey
$25.5K +$26K +286 New
CFFP
457
Center for Financial Planning
Michigan
$25.3K – – –
TCM
458
Tradewinds Capital Management
Washington
$24.4K – – –
KFG
459
Kingdom Financial Group
Arizona
$24.1K +$24.5K +270 New
PSFG
460
Park Square Financial Group
Georgia
$22.6K +$3.09K +34 +13%
PCA
461
Providence Capital Advisors
North Carolina
$22.3K – – –
PWPS
462
Pinnacle Wealth Planning Services
Ohio
$22.1K +$22.5K +248 New
FPB
463
First PREMIER Bank
South Dakota
$22K – – –
SC
464
Solstein Capital
California
$21.4K – – –
EPG
465
Estate Planners Group
Pennsylvania
$21.3K +$21.7K +239 New
MEG
466
Millstone Evans Group
Colorado
$20.5K – – –
AIP
467
Ameritas Investment Partners
Nebraska
$20K +$91 +1 +0.4%
MWM
468
MGB Wealth Management
Texas
$19.6K +$91 +1 +0.5%
AC
469
AlphaCore Capital
California
$18.9K +$91 +1 +0.5%
FDCDDQ
470
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.7K – – –
GPFA
471
Game Plan Financial Advisors
Ohio
$18K +$18.4K +202 New
GCM
472
Gables Capital Management
Florida
$17.8K – – –
GBT
473
Grove Bank & Trust
Florida
$17.8K – – –
HWA
474
HHM Wealth Advisors
Tennessee
$17.8K – – –
NSG
475
Nalls Sherbakoff Group
Tennessee
$17.7K – – –
17 18
19
20 21