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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
501
Focus Partners Advisor Solutions
Missouri
– -$333K -4,025 Closed
CPSAC
502
Chas P. Smith & Associates (CPS)
Florida
– -$325K -3,932 Closed
MWM
503
Modern Wealth Management
Kansas
– -$282K -3,409 Closed
SDWMA
504
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$265K -3,207 Closed
LFAS
505
Level Four Advisory Services
Texas
– -$232K -2,806 Closed
HIS
506
Harvest Investment Services
Illinois
– -$205K -2,478 Closed
EP
507
Edgestream Partners
New Jersey
– -$204K -2,462 Closed
MWM
508
MorganRosel Wealth Management
Colorado
– -$165K -2,000 Closed
TIM
509
Total Investment Management
Arizona
– -$92.8K -1,123 Closed
T
510
Transce3nd
Texas
– -$71.3K -863 Closed
AIA
511
Armor Investment Advisors
North Carolina
– -$64.1K -775 Closed
AWM
512
Atticus Wealth Management
Florida
– -$62.5K -756 Closed
SAM
513
S.A. Mason
Michigan
– -$59.9K -725 Closed
TSMHT
514
Thurston Springer Miller Herd & Titak
Indiana
– -$42.7K -514 Closed
AAP
515
Arax Advisory Partners
Colorado
– -$27.9K -337 Closed
AF
516
Alerus Financial
North Dakota
– -$25K -303 Closed
BCMLT
517
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$22.1K -267 Closed
AG
518
AmeriFlex Group
Nevada
– -$17.7K -215 Closed
UBP
519
Union Bancaire Privee
Switzerland
– -$12K -200 Closed
KIG
520
Kessler Investment Group
Indiana
– -$13.6K -165 Closed
RIA
521
Realta Investment Advisors
Delaware
– -$8.27K -100 Closed
NC
522
NewSquare Capital
Pennsylvania
– -$6.61K -80 Closed
TFGT
523
TS Financial Group (TSFG)
Illinois
– -$5K -65 Closed
TFA
524
Toth Financial Advisory
Virginia
– -$1.82K -22 Closed
HT
525
Headlands Technologies
Illinois
– -$1.24K -15 Closed
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