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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BPCE
176
Bank Pictet & Cie (Europe)
Germany
$394K +$388K +8,200 New
VFA
177
Voya Financial Advisors
Connecticut
$386K -$4.6M -97,279 -92%
PFA
178
Pinnacle Family Advisors
Missouri
$382K -$1.96M -41,385 -84%
BOTW
179
Bank of the West
California
$378K – – –
NFG
180
Next Financial Group
Texas
$369K +$42.6K +900 +14%
GCA
181
Greenwood Capital Associates
South Carolina
$356K -$24.4K -515 -7%
HH
182
Hilltop Holdings
Texas
$355K -$488K -10,319 -58%
RJT
183
Raymond James Trust
Florida
$354K -$8.32K -176 -2%
CPA
184
Court Place Advisors
Maryland
$335K -$11.8K -250 -3%
FHC
185
First Heartland Consultants
Missouri
$321K -$54.4K -1,150 -15%
AIP
186
Almanack Investment Partners
Pennsylvania
$319K +$314K +6,633 New
RSA
187
Robertson Stephens Advisors
California
$301K +$493K +10,428 New
VA
188
Valmark Advisers
Ohio
$297K – – –
FNBT
189
FineMark National Bank & Trust
Florida
$296K -$8.28K -175 -3%
IFB
190
iAB Financial Bank
Indiana
$284K +$32.6K +690 +13%
WEC
191
Winslow Evans & Crocker
Massachusetts
$282K +$10.3K +218 +4%
WS
192
Wedbush Securities
California
$278K -$24.5K -519 -8%
EFS
193
Essex Financial Services
Connecticut
$265K +$37.8K +800 +17%
BJ
194
Brouwer & Janachowski
California
$259K – – –
BWM
195
BerganKDV Wealth Management
Minnesota
$255K – – –
LFAS
196
Level Four Advisory Services
Texas
$252K -$4.78K -101 -2%
GIA
197
Granite Investment Advisors
New Hampshire
$251K – – –
MC
198
Moors & Cabot
Massachusetts
$242K -$68.2K -1,441 -22%
DI
199
Diligent Investors
California
$236K +$7.09K +150 +3%
BRWA
200
B. Riley Wealth Advisors
Florida
$236K +$231K +4,890 New
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