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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
176
Brookstone Capital Management
Illinois
$1.32M +$803K +14,910 +170%
CFO
177
CVA Family Office
Colorado
$1.31M +$1.27M +23,666 New
NP
178
NorthRock Partners
Minnesota
$1.31M -$2.51M -46,544 -66%
VC
179
Voit & Company
Wisconsin
$1.31M -$29.9K -555 -2%
SW
180
SteelPeak Wealth
California
$1.28M +$1.24M +23,019 New
WP
181
WealthSource Partners
California
$1.24M -$96.4K -1,791 -7%
AIP
182
Almanack Investment Partners
Pennsylvania
$1.22M +$1.18M +21,910 New
MSL
183
Mackay Shields LLC
New York
$1.2M +$1.16M +21,640 New
LFASL
184
Lugano Financial Advisors SA (LFA)
Switzerland
$1.2M +$1.16M +21,595 New
AL
185
Aspiriant LLC
California
$1.17M – – –
CF
186
Centaurus Financial
California
$1.16M +$654K +12,141 +137%
SRC
187
Sage Rhino Capital
California
$1.16M +$31.8K +591 +3%
FEG
188
Fund Evaluation Group
Ohio
$1.15M +$1.12M +20,800 New
SAM
189
Stringer Asset Management
Tennessee
$1.14M -$92K -1,710 -8%
CRWM
190
Castle Rock Wealth Management
California
$1.13M +$31.9K +593 +3%
PA
191
Pinnacle Associates
New York
$1.13M +$8.07K +150 +0.7%
RSWM
192
Robertson Stephens Wealth Management
California
$1.12M -$692K -12,862 -39%
MOS
193
MGO One Seven
Ohio
$1.11M +$207K +3,847 +24%
PP
194
PagnatoKarp Partners
Virginia
$1.1M -$7.8K -145 -0.7%
RA
195
RFG Advisory
Alabama
$1.08M +$692K +12,863 +195%
GDP
196
Great Diamond Partners
Maine
$1.08M +$1.05M +19,452 New
CA
197
Calton & Associates
Florida
$1.08M +$73.8K +1,371 +8%
FA
198
FCG Advisors
New Jersey
$1.06M +$35.5K +659 +4%
GWAG
199
Garrett Wealth Advisory Group
Texas
$1.06M +$143K +2,659 +16%
WIA
200
World Investment Advisors
California
$1.04M +$51.2K +952 +5%
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