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
ES
226
Eagle Strategies
New York
$821K -$759K -9,922 -48%
FMC
227
First Merchants Corp
Indiana
$820K
Mercer Global Advisors
228
Mercer Global Advisors
Colorado
$816K +$210K +2,751 +35%
BOS
229
Bank of Stockton
California
$810K -$24.3K -318 -3%
SWIG
230
Strategic Wealth Investment Group
Kentucky
$807K -$35.3K -462 -4%
WP
231
WealthSource Partners
California
$806K +$95.2K +1,244 +13%
BJL
232
Brighton Jones LLC
Washington
$800K +$77 +1 +0%
IB
233
Intrust Bank
Kansas
$791K +$36K +470 +5%
OPA
234
Old Port Advisors
Maine
$785K -$69.9K -914 -8%
CA
235
Calton & Associates
Florida
$783K -$82.4K -1,077 -10%
Invesco
236
Invesco
Georgia
$783K -$64.3K -840 -8%
CCT
237
Capital City Trust
Florida
$762K
HHRDM
238
H&H Retirement Design & Management
Nevada
$759K -$1.14M -14,931 -60%
LFA
239
Laraway Financial Advisors
Minnesota
$751K -$57.4K -750 -7%
LWM
240
Loveless Wealth Management
Montana
$734K -$7.65K -100 -1%
MCC
241
Money Concepts Capital
Florida
$729K -$416K -5,441 -36%
SDWMA
242
Schneider Downs Wealth Management Advisors
Pennsylvania
$721K
HWMA
243
Heritage Wealth Management (Arizona)
Arizona
$721K +$717K +9,365 New
SAM
244
SignalPoint Asset Management
Missouri
$718K -$35.3K -461 -5%
Koshinski Asset Management
245
Koshinski Asset Management
Illinois
$715K -$554K -7,243 -44%
RW
246
RVW Wealth
California
$709K +$1.45K +19 +0.2%
HH
247
Hilltop Holdings
Texas
$697K -$459K -6,002 -40%
State Street
248
State Street
Massachusetts
$693K +$54.2K +708 +9%
JWCA
249
J.W. Cole Advisors
Florida
$681K -$358K -4,677 -35%
SRC
250
Sage Rhino Capital
California
$671K +$56.9K +744 +9%