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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
501
Pflug Koory
Nebraska
$13.8K +$93 +1 +0.7%
TCM
502
Triumph Capital Management
Colorado
$13.7K – – –
CFG
503
Clayton Financial Group
Missouri
$13.5K – – –
PCA
504
Providence Capital Advisors
North Carolina
$12.7K -$10.4K -111 -44%
KFAS
505
Keating Financial Advisory Services
Kansas
$12.7K -$1.21K -13 -9%
GWP
506
Gen-Wealth Partners
Michigan
$11.9K – – –
M
507
MOTCO
Texas
$11.6K +$11.9K +127 New
FFA
508
Founders Financial Alliance
North Carolina
$11.4K +$9.15K +98 +363%
SVWA
509
Sarver Vrooman Wealth Advisors
Missouri
$10.6K – – –
SR
510
Syntax Research
Florida
$10.5K -$654 -7 -6%
GSEP
511
Golden State Equity Partners
California
$10.1K +$10.3K +110 New
PSFG
512
Park Square Financial Group
Georgia
$9.88K -$17K -182 -63%
LWM
513
Lodestone Wealth Management
Washington
$9.29K +$93 +1 +1%
MDCM
514
Morgan Dempsey Capital Management
Wisconsin
$9.15K – – –
RIA
515
Realta Investment Advisors
Delaware
$9.15K – – –
SGK
516
Steigerwald Gordon & Koch
Virginia
$9.15K – – –
1IA
517
1620 Investment Advisors
Massachusetts
$8.88K – – –
HFS
518
Hantz Financial Services
Michigan
$8K – – –
SFS
519
Sunrise Financial Services
Washington
$7.6K – – –
CTWM
520
Cherry Tree Wealth Management
Minnesota
$7.32K – – –
MS
521
Monetary Solutions
Ohio
$6.86K – – –
BC
522
Barrett & Company
Rhode Island
$6.13K – – –
SC
523
Swan Capital
Florida
$4.67K +$4.76K +51 New
NFSG
524
Newbridge Financial Services Group
Florida
$3.52K +$93 +1 +3%
SC
525
SouthState Corp
Florida
$3.39K +$3.45K +37 New
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