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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
LJHT
476
Laurie J. Hall Trustee
$41K – – –
SWA
477
SOA Wealth Advisors
New York
$41K +$514 +6 +1%
PA
478
Parallel Advisors
California
$39K +$428 +5 +1%
FHA
479
First Horizon Advisors
Tennessee
$38K +$21.2K +247 +107%
CA
480
Cornerstone Advisory
Maryland
$38K +$38.4K +448 New
SC
481
Solstein Capital
California
$37K – – –
GFPC
482
Global Financial Private Client
Florida
$36.2K -$5.65K -66 -13%
AWM
483
Avior Wealth Management
Nebraska
$36K -$2.91K -34 -7%
COCM
484
Charter Oak Capital Management
New Hampshire
$35K -$2.74K -32 -7%
WWMSC
485
Wagner Wealth Management (South Carolina)
South Carolina
$35K – – –
BWM
486
Baystate Wealth Management
Massachusetts
$34K -$1.2K -14 -3%
FWA
487
FSC Wealth Advisors
New York
$34K +$35.5K +415 New
CT
488
Caldwell Trust
Florida
$33.2K – – –
BLC
489
Brown, Lisle/Cummings
Rhode Island
$29K +$30K +350 New
HIA
490
Harbor Investment Advisory
Maryland
$28K – – –
SIS
491
Sound Income Strategies
Florida
$26K -$1.88K -22 -7%
PK
492
Pflug Koory
Nebraska
$25K – – –
SFPG
493
Stonebridge Financial Planning Group
Florida
$22K – – –
CWAF
494
Core Wealth Advisors (Florida)
Florida
$21K – – –
PCA
495
Providence Capital Advisors
North Carolina
$21K – – –
TSWM
496
Tyler-Stone Wealth Management
Ohio
$21K +$21.4K +250 New
FPWM
497
FSB Premier Wealth Management
Iowa
$19K +$20.6K +240 New
FDCDDQ
498
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4K – – –
CCA
499
Column Capital Advisors
Indiana
$17K – – –
TAM
500
Townsend Asset Management
North Carolina
$17K – – –
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