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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
APC
151
Aspire Private Capital
North Carolina
$1.18M +$120K +2,298 +12%
EFS
152
Econ Financial Services
Pennsylvania
$1.18M +$129K +2,466 +12%
PI
153
PFS Investments
Georgia
$1.14M +$63.8K +1,219 +6%
LFASL
154
Lugano Financial Advisors SA (LFA)
Switzerland
$1.14M +$79.9K +1,525 +8%
AL
155
Aspiriant LLC
California
$1.11M +$91K +1,738 +9%
WT
156
Whittier Trust
California
$1.09M -$30.6K -585 -3%
PA
157
Pinnacle Associates
New York
$1.07M -$43.5K -830 -4%
HCM
158
Hengehold Capital Management
Ohio
$1.07M -$64K -1,223 -6%
PP
159
PagnatoKarp Partners
Virginia
$1.04M +$1.31K +25 +0.1%
CRC
160
Curi RMB Capital
Illinois
$1.03M -$3.18M -60,787 -76%
GEA
161
Glen Eagle Advisors
New Jersey
$1.01M -$7.86K -150 -0.8%
BWL
162
Bogart Wealth LLC
Virginia
$1.01M +$17.6K +336 +2%
ACS
163
Archford Capital Strategies
Illinois
$1M +$25.3K +484 +3%
SRC
164
Sage Rhino Capital
California
$1M -$161K -3,073 -14%
KWA
165
KCS Wealth Advisory
California
$1M -$25.8K -493 -3%
BOS
166
Bank of Stockton
California
$996K -$105K -2,000 -10%
SWP
167
Stratos Wealth Partners
Ohio
$971K -$857K -16,363 -47%
KF
168
Krilogy Financial
Missouri
$951K -$31.4K -599 -3%
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$940K +$197K +3,764 +27%
WIA
170
World Investment Advisors
California
$934K -$44.4K -847 -5%
CCFM
171
Clear Creek Financial Management
Washington
$928K +$920K +17,566 New
CA
172
Calton & Associates
Florida
$920K -$47.2K -902 -5%
CFA
173
Cahill Financial Advisors
Minnesota
$917K +$48.3K +923 +6%
VCM
174
Virtue Capital Management
Tennessee
$913K -$497K -9,490 -35%
FA
175
FCG Advisors
New Jersey
$913K +$278K +5,301 +44%
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