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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
151
IFP Advisors
Florida
$1.32M – – –
PWM
152
Provident Wealth Management
Tennessee
$1.31M -$285K -4,112 -17%
BS
153
Banco Santander
Spain
$1.31M -$558K -8,039 -28%
NEPWA
154
New England Private Wealth Advisors
Massachusetts
$1.26M -$139 -2 -0%
PP
155
Prudential plc
United Kingdom
$1.26M -$389K -5,610 -22%
PFS
156
Prospera Financial Services
Texas
$1.26M -$32.2K -464 -2%
PA
157
Pinnacle Associates
New York
$1.26M -$11.1K -160 -0.8%
WCM
158
Windham Capital Management
Massachusetts
$1.25M +$43.1K +621 +3%
CRC
159
Curi RMB Capital
Illinois
$1.24M +$3.19K +46 +0.2%
LMKC
160
L.M. Kohn & Company
Ohio
$1.24M -$8.05K -116 -0.6%
ACS
161
Archford Capital Strategies
Illinois
$1.23M +$79K +1,139 +6%
ORC
162
O'Rourke & Company
Massachusetts
$1.22M +$66.2K +954 +5%
WP
163
WealthSource Partners
California
$1.22M +$583K +8,400 +80%
APA
164
American Portfolios Advisors
New York
$1.21M -$83.7K -1,207 -6%
CAC
165
Certified Advisory Corp
Florida
$1.2M -$76K -1,095 -6%
AFS
166
AFG Fiduciary Services
Massachusetts
$1.19M +$96.6K +1,392 +8%
AWA
167
Aletheian Wealth Advisors
Washington
$1.15M +$277K +3,991 +29%
BAM
168
BTS Asset Management
Massachusetts
$1.14M +$946K +13,628 +339%
CFA
169
Cahill Financial Advisors
Minnesota
$1.11M +$104K +1,498 +10%
AWM
170
AE Wealth Management
Kansas
$1.11M -$61.3M -883,562 -98%
CCT
171
Capital City Trust
Florida
$1.1M +$491K +7,071 +71%
MWM
172
Minot Wealth Management
Massachusetts
$1.07M -$166K -2,395 -13%
MOS
173
MGO One Seven
Ohio
$1.03M -$136K -1,961 -11%
MIAN
174
Mariner Independent Advisor Network
Kansas
$1.03M -$247K -3,560 -18%
GW
175
GW & Wade
Massachusetts
$1.01M -$27.9K -402 -2%
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