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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
476
Strategy Asset Managers
California
– -$255K -3,964 Closed
W
477
WealthOne
New York
– -$253K -3,936 Closed
RSWM
478
Robertson Stephens Wealth Management
California
– -$244K -3,787 Closed
CCM
479
Crew Capital Management
Ohio
– -$241K -3,750 Closed
GP
480
Geneva Partners
Wisconsin
– -$235K -3,651 Closed
OFS
481
OneAscent Financial Services
Alabama
– -$233K -3,628 Closed
HF
482
HRT Financial
New York
– -$232K -3,609 Closed
PWM
483
Perigon Wealth Management
California
– -$224K -3,476 Closed
BTWM
484
Baker Tilly Wealth Management
Wisconsin
– -$222K -3,450 Closed
SB
485
Strategic Blueprint
Georgia
– -$221K -3,434 Closed
HPM
486
Hoxton Planning & Management
West Virginia
– -$205K -3,181 Closed
PWMAG
487
Pinnacle Wealth Management Advisory Group
New Jersey
– -$201K -3,130 Closed
OWA
488
One Wealth Advisors
California
– -$186K -2,897 Closed
PVH
489
Psagot Value Holdings
Israel
– -$86K -1,332 Closed
EE
490
EWG Elevate
California
– -$85.5K -1,329 Closed
RBC
491
Romano Brothers & Co
Illinois
– -$72.8K -1,132 Closed
HR
492
Howe & Rusling
New York
– -$62.1K -965 Closed
RIA
493
Realta Investment Advisors
Delaware
– -$52.7K -818 Closed
CBT
494
CoreFirst Bank & Trust
Kansas
– -$40.7K -632 Closed
LFA
495
LGT Financial Advisors
Texas
– -$39.4K -613 Closed
CAS
496
Coppell Advisory Solutions
Texas
– -$39.2K -609 Closed
CASC
497
Coppell Advisory Solutions Corp
Texas
– -$39.2K -609 Closed
AWM
498
Accurate Wealth Management
Florida
– -$28.9K -438 Closed
MSCM
499
McElhenny Sheffield Capital Management
Texas
– -$21.6K -336 Closed
MWM
500
MinichMacGregor Wealth Management
New York
– -$16.7K -259 Closed
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