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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
476
Gill Capital Partners
Colorado
$100K -$7.25K -70 -7%
BWM
477
Bullock Wealth Management
Indiana
$100K +$98.1K +946 New
BCM
478
BlueCrest Capital Management
Jersey
$99.8K +$96K +926 New
DJSG
479
D.J. St. Germain
Massachusetts
$98K -$3.52K -34 -4%
HWP
480
Highline Wealth Partners
California
$96.4K – – –
WETS
481
Wealth Enhancement Trust Services
South Dakota
$92.9K +$829 +8 +0.9%
PFM
482
Phillips Financial Management
Indiana
$87.8K – – –
USB
483
Union Savings Bank
Connecticut
$82.4K – – –
LAS
484
Lloyd Advisory Services
Georgia
$77.3K +$47.7K +460 +179%
AUB
485
Atlantic Union Bankshares
Virginia
$75.5K – – –
TF
486
Tompkins Financial
New York
$70.9K +$68.2K +658 New
RF
487
Robbins Farley
New Hampshire
$70.2K -$6.84K -66 -9%
ANBT
488
American National Bank & Trust
Texas
$69.5K – – –
B
489
Bayban
Minnesota
$64.7K – – –
IBOK
490
Independence Bank of Kentucky
Kentucky
$64.7K – – –
HIA
491
Harbor Investment Advisory
Maryland
$64K – – –
FNWA
492
Financial Network Wealth Advisors
Utah
$61.5K -$4.15K -40 -7%
SMA
493
Sage Mountain Advisors
Georgia
$61.4K – – –
RF
494
Roxbury Financial
New Jersey
$60K +$104 +1 +0.2%
SAM
495
Smartleaf Asset Management
Massachusetts
$58.3K – – –
SWA
496
SOA Wealth Advisors
New York
$58.2K +$207 +2 +0.4%
KFP
497
Kroeger Financial Partners
California
$57.8K +$55.6K +536 New
ACA
498
Aptus Capital Advisors
Alabama
$57.7K – – –
FRA
499
Front Row Advisors
California
$56K – – –
SIS
500
Strategic Investment Solutions
Illinois
$54.2K +$207 +2 +0.4%
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