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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
501
Ameritas Investment Partners
Nebraska
$17K +$171 +2 +1%
AA
502
Addison Advisors
Vermont
$15K +$15.4K +180 New
KIG
503
Kessler Investment Group
Indiana
$14K – – –
NC
504
NewSquare Capital
Pennsylvania
$14K +$9.59K +112 +190%
GWS
505
Glassman Wealth Services
Virginia
$14K +$14K +163 New
RCM
506
Regency Capital Management
Hawaii
$11K +$11.6K +135 New
EFS
507
Econ Financial Services
Pennsylvania
$10K +$10.2K +119 New
AIC
508
Archer Investment Corporation
Indiana
$8.3K – – –
FFA
509
Founders Financial Alliance
North Carolina
$8K – – –
MWM
510
Mascoma Wealth Management
New Hampshire
$8K +$8.39K +98 New
TWM
511
Tradition Wealth Management
Minnesota
$6K – – –
AA
512
Ancora Advisors
Ohio
$5K – – –
GI
513
Gradient Investments
Minnesota
$5K – – –
TFGT
514
TS Financial Group (TSFG)
Illinois
$5K – – –
LPWM
515
Lake Point Wealth Management
Texas
$4K – – –
MA
516
Montag & Associates
Georgia
$2K – – –
TFA
517
Toth Financial Advisory
Virginia
$2K – – –
NFSG
518
Newbridge Financial Services Group
Florida
$1K -$2.91K -34 -69%
1IA
519
1834 Investment Advisors
Wisconsin
$1K – – –
TFA
520
Transamerica Financial Advisors
Florida
$1K – – –
CT
521
Cambridge Trust
Massachusetts
$1K +$1.11K +13 New
CFCI
522
Comprehensive Financial Consultants Institutional
Indiana
$1K +$1.71K +20 New
BCM
523
Bluefin Capital Management
New York
– -$19.2M -225,458 Closed
SH
524
SeaTown Holdings
Singapore
– -$11.5M -135,000 Closed
SIA
525
Strategic Investment Advisors
Michigan
– -$9.79M -114,683 Closed
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