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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
151
Prudential plc
United Kingdom
$1.94M +$122K +1,590 +7%
MCM
152
MV Capital Management
Maryland
$1.92M -$341K -4,463 -15%
WA
153
Winfield Associates
Ohio
$1.9M – – –
PWM
154
Provident Wealth Management
Tennessee
$1.88M -$121K -1,588 -6%
PAS
155
Park Avenue Securities
New York
$1.87M +$55.8K +729 +3%
BCM
156
Brookstone Capital Management
Illinois
$1.84M +$1.67M +21,850 +814%
CCA
157
Cottonwood Capital Advisors
Utah
$1.82M -$376K -4,912 -17%
EA
158
Eudaimonia Advisors
Tennessee
$1.78M -$220K -2,880 -11%
AWS
159
Atria Wealth Solutions
New York
$1.78M +$1.77M +23,141 New
SW
160
Simplicity Wealth
New Jersey
$1.75M +$36.3K +475 +2%
KPWS
161
Kestra Private Wealth Services
Texas
$1.74M -$108K -1,409 -6%
FFN
162
Focus Financial Network
Minnesota
$1.73M +$1.44M +18,833 +521%
RJT
163
Raymond James Trust
Florida
$1.65M -$260K -3,400 -14%
CWS
164
Confluence Wealth Services
Pennsylvania
$1.6M -$175K -2,289 -10%
APA
165
American Portfolios Advisors
New York
$1.54M -$652K -8,516 -30%
PFS
166
Prospera Financial Services
Texas
$1.54M +$22.2K +290 +1%
CAC
167
Certified Advisory Corp
Florida
$1.51M +$995 +13 +0.1%
PA
168
Pinnacle Associates
New York
$1.51M -$15.3K -200 -1%
SC
169
Seldon Capital
California
$1.51M -$37.3K -488 -2%
MIAN
170
Mariner Independent Advisor Network
Kansas
$1.5M -$214K -2,798 -13%
SWP
171
Stratos Wealth Partners
Ohio
$1.49M +$263K +3,441 +22%
LMKC
172
L.M. Kohn & Company
Ohio
$1.48M +$1.47M +19,261 New
CRC
173
Curi RMB Capital
Illinois
$1.48M – – –
MWM
174
Minot Wealth Management
Massachusetts
$1.46M -$610K -7,975 -30%
WCM
175
Windham Capital Management
Massachusetts
$1.44M +$70.9K +927 +5%
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