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State Street SPDR Bloomberg Convertible Securities ETF
CWB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Farther Finance Advisors
226
Farther Finance Advisors
California
USD 1.24 M -USD 4.66 k -45 -0.4%
M3 Advisory Group
227
M3 Advisory Group
Massachusetts
USD 1.22 M +USD 21.8 k +210 +2%
Insight Wealth Strategies
228
Insight Wealth Strategies
California
USD 1.22 M +USD 3.11 k +30 +0.3%
Vestmark Advisory Solutions
229
Vestmark Advisory Solutions
Massachusetts
USD 1.2 M -USD 221 k -2,137 -16%
Arax Advisory Partners
230
Arax Advisory Partners
Colorado
USD 1.19 M +USD 992 k +9,569 +666%
Lazard Asset Management
231
Lazard Asset Management
New York
USD 1.19 M – – –
Hanlon Investment Management
232
Hanlon Investment Management
New Jersey
USD 1.16 M +USD 56.8 k +548 +5%
Cottonwood Capital Advisors
233
Cottonwood Capital Advisors
Utah
USD 1.16 M -USD 4.46 k -43 -0.4%
Intrust Bank
234
Intrust Bank
Kansas
USD 1.16 M – – –
Occidental Asset Management
235
Occidental Asset Management
California
USD 1.15 M -USD 71.6 k -691 -6%
Advisory Alpha
236
Advisory Alpha
Michigan
USD 1.15 M -USD 957 k -9,236 -46%
Citadel Advisors
237
Citadel Advisors
Florida
USD 1.15 M +USD 349 k +3,369 +46%
Sigma Planning Corp
238
Sigma Planning Corp
Michigan
USD 1.13 M -USD 20.1 k -194 -2%
JP Morgan Chase
239
JP Morgan Chase
New York
USD 1.13 M +USD 15.2 k +147 +1%
HB Wealth Management
240
HB Wealth Management
Georgia
USD 1.12 M +USD 11.4 k +110 +1%
Peregrine Asset Advisers
241
Peregrine Asset Advisers
Oregon
USD 1.12 M – – –
Purpose Unlimited Inc
242
Purpose Unlimited Inc
USD 1.11 M +USD 341 k +3,289 +47%
Johnson Financial Group Inc (Wisconsin)
243
Johnson Financial Group Inc (Wisconsin)
Wisconsin
USD 1.11 M – – –
Targeted Financial Services
244
Targeted Financial Services
Florida
USD 1.1 M – – –
BIA
245
Bigelow Investment Advisors
Maine
USD 1.1 M +USD 369 k +3,558 +53%
Towerpoint Wealth
246
Towerpoint Wealth
California
USD 1.1 M +USD 2.28 k +22 +0.2%
Avidian Wealth Enterprises
247
Avidian Wealth Enterprises
Texas
USD 1.09 M +USD 173 k +1,673 +20%
Stablepoint Partners
248
Stablepoint Partners
Massachusetts
USD 1.09 M +USD 74.7 k +721 +8%
James Investment Research
249
James Investment Research
Ohio
USD 1.07 M +USD 1.03 M +9,951 Nuevas
Daymark Wealth Partners
250
Daymark Wealth Partners
Ohio
USD 1.07 M +USD 1.02 M +9,884 Nuevas
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