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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
526
Fortem Financial Group
California
– -$43K -515 Closed
CWA
527
Clearview Wealth Advisors
Oregon
– -$40K -488 Closed
MPCG
528
Matrix Private Capital Group
New York
– -$32K -385 Closed
PWM
529
Perigon Wealth Management
California
– -$27K -325 Closed
FPCG
530
Fort Pitt Capital Group
Pennsylvania
– -$24K -287 Closed
PWPS
531
Pinnacle Wealth Planning Services
Ohio
– -$20K -242 Closed
MPWT
532
MassMutual Private Wealth & Trust
Connecticut
– -$16K -198 Closed
MCM
533
McMillion Capital Management
North Carolina
– -$15K -180 Closed
CAAS
534
Capital Asset Advisory Services
Michigan
– -$13K -158 Closed
TRCT
535
Tower Research Capital (TRC)
New York
– -$8K -100 Closed
KCM
536
Kathmere Capital Management
Pennsylvania
– -$7K -86 Closed
TWM
537
Tradition Wealth Management
Minnesota
– -$6K -67 Closed
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