We are live on ! Find out more
CWB icon

State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
226
Farther Finance Advisors
California
$1.24M -$4.66K -45 -0.4%
MAG
227
M3 Advisory Group
Massachusetts
$1.22M +$21.8K +210 +2%
IWS
228
Insight Wealth Strategies
California
$1.22M +$3.11K +30 +0.3%
VAS
229
Vestmark Advisory Solutions
Massachusetts
$1.2M -$221K -2,137 -16%
AAP
230
Arax Advisory Partners
Colorado
$1.19M +$992K +9,569 +666%
Lazard Asset Management
231
Lazard Asset Management
New York
$1.19M – – –
HIM
232
Hanlon Investment Management
New Jersey
$1.16M +$56.8K +548 +5%
CCA
233
Cottonwood Capital Advisors
Utah
$1.16M -$4.46K -43 -0.4%
IB
234
Intrust Bank
Kansas
$1.16M – – –
OAM
235
Occidental Asset Management
California
$1.15M -$71.6K -691 -6%
AA
236
Advisory Alpha
Michigan
$1.15M -$957K -9,236 -46%
Citadel Advisors
237
Citadel Advisors
Florida
$1.15M +$349K +3,369 +46%
SPC
238
Sigma Planning Corp
Michigan
$1.13M -$20.1K -194 -2%
JP Morgan Chase
239
JP Morgan Chase
New York
$1.13M +$15.2K +147 +1%
HWM
240
HB Wealth Management
Georgia
$1.12M +$11.4K +110 +1%
PAA
241
Peregrine Asset Advisers
Oregon
$1.12M – – –
PUI
242
Purpose Unlimited Inc
$1.11M +$341K +3,289 +47%
JFGIW
243
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.11M – – –
TFS
244
Targeted Financial Services
Florida
$1.1M – – –
BIA
245
Bigelow Investment Advisors
Maine
$1.1M +$369K +3,558 +53%
TW
246
Towerpoint Wealth
California
$1.1M +$2.28K +22 +0.2%
AWE
247
Avidian Wealth Enterprises
Texas
$1.09M +$173K +1,673 +20%
SP
248
Stablepoint Partners
Massachusetts
$1.09M +$74.7K +721 +8%
JIR
249
James Investment Research
Ohio
$1.07M +$1.03M +9,951 New
DWP
250
Daymark Wealth Partners
Ohio
$1.07M +$1.02M +9,884 New