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
BOS
226
Bank of Stockton
California
$863K -$75.4K -1,400 -8%
CA
227
Cetera Advisors
Colorado
$854K +$14.9K +276 +2%
CAN
228
Cetera Advisor Networks
California
$840K -$114K -2,122 -12%
PCM
229
Palisade Capital Management
New Jersey
$832K +$807K +15,000 New
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$827K -$103K -1,922 -11%
HCM
231
HMS Capital Management
Tennessee
$788K
DBRC
232
D.B. Root & Company
Pennsylvania
$749K -$24.5K -456 -3%
SAG
233
Spotlight Asset Group
Illinois
$743K +$799K +14,846 New
IB
234
Intrust Bank
Kansas
$734K
IWM
235
IHT Wealth Management
Illinois
$722K -$651K -12,102 -48%
MIAN
236
Mariner Independent Advisor Network
Kansas
$703K +$1.94K +36 +0.3%
OL
237
Optas LLC
Texas
$701K +$679K +12,620 New
EVM
238
Eaton Vance Management
Massachusetts
$690K -$9.96K -185 -1%
CAN
239
Claraphi Advisory Network
United States
$680K -$241K -4,479 -27%
NR
240
Newfound Research
Massachusetts
$677K -$385K -7,148 -37%
LA
241
LexAurum Advisors
Kansas
$674K +$117K +2,177 +22%
IFWM
242
Institute for Wealth Management
Colorado
$673K -$275K -5,115 -30%
CWA
243
Capital Wealth Alliance
Arizona
$654K +$615K +11,428 New
Jane Street
244
Jane Street
New York
$643K -$6.64M -123,417 -91%
SCG
245
Sonata Capital Group
Washington
$640K +$30.7K +570 +5%
RJT
246
Raymond James Trust
Florida
$639K -$12.4K -230 -2%
BJL
247
Brighton Jones LLC
Washington
$638K -$23K -427 -4%
KF
248
Krilogy Financial
Missouri
$624K -$700 -13 -0.1%
CCG
249
Chatham Capital Group
Georgia
$624K
WEPOG
250
Wealth Enhancement & Preservation of GA
Georgia
$624K +$626K +11,624 New