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icono de CWB

State Street SPDR Bloomberg Convertible Securities ETF
CWB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Clear Creek Financial Management
176
Clear Creek Financial Management
Washington
USD 2.1 M +USD 100 k +963 +5%
IBEX Wealth Advisors
177
IBEX Wealth Advisors
New Jersey
USD 2.08 M +USD 788 k +7,600 +65%
CVA Family Office
178
CVA Family Office
Colorado
USD 2.07 M +USD 2.8 k +27 +0.1%
Rosenblum Silverman Sutton
179
Rosenblum Silverman Sutton
California
USD 2.06 M -USD 61.7 k -595 -3%
Octavia Wealth Advisors
180
Octavia Wealth Advisors
Ohio
USD 2.03 M -USD 20 k -193 -1%
Schaper Benz & Wise Investment Counsel
181
Schaper Benz & Wise Investment Counsel
Wisconsin
USD 2.02 M – – –
Tucker Asset Management
182
Tucker Asset Management
Colorado
USD 1.97 M +USD 1.9 M +18,295 Nuevas
MGO One Seven
183
MGO One Seven
Ohio
USD 1.94 M +USD 3.32 k +32 +0.2%
Fidelity Investments
184
Fidelity Investments
Massachusetts
USD 1.91 M +USD 299 k +2,883 +19%
Manske Wealth Management
185
Manske Wealth Management
Texas
USD 1.9 M +USD 9.5 k +92 +0.5%
Worth Asset Management
186
Worth Asset Management
Texas
USD 1.84 M +USD 1.45 M +13,982 +450%
Global Retirement Partners
187
Global Retirement Partners
California
USD 1.84 M +USD 1.77 M +17,075 Nuevas
Ignite Planners
188
Ignite Planners
California
USD 1.8 M -USD 42.9 k -414 -2%
Flagstar Advisors
189
Flagstar Advisors
New York
USD 1.8 M -USD 25.3 k -244 -1%
New England Private Wealth Advisors
190
New England Private Wealth Advisors
Massachusetts
USD 1.78 M +USD 28.2 k +272 +2%
ATI
191
ARK & TLK Investments
Oklahoma
USD 1.78 M – – –
HighPoint Advisor Group
192
HighPoint Advisor Group
Illinois
USD 1.76 M -USD 85.4 k -824 -5%
AXS Investments
193
AXS Investments
New York
USD 1.73 M -USD 3.17 M -30,562 -66%
Farrell Financial
194
Farrell Financial
New York
USD 1.72 M +USD 35.6 k +343 +2%
Independent Financial Group
195
Independent Financial Group
California
USD 1.68 M -USD 203 k -1,963 -11%
WhitTier Trust Company
196
WhitTier Trust Company
Nevada
USD 1.65 M -USD 62.2 k -600 -4%
Brighton Jones LLC
197
Brighton Jones LLC
Washington
USD 1.61 M +USD 523 k +5,050 +51%
Arete Wealth Advisors
198
Arete Wealth Advisors
Illinois
USD 1.6 M +USD 1.54 M +14,825 Nuevas
Lugano Financial Advisors SA (LFA)
199
Lugano Financial Advisors SA (LFA)
Switzerland
USD 1.58 M – – –
Kingsbury Capital Investment Advisors
200
Kingsbury Capital Investment Advisors
Illinois
USD 1.58 M -USD 1.54 M -14,825 -50%
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