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
JWCA
226
J.W. Cole Advisors
Florida
$551K -$21.6K -312 -4%
DADC
227
D.A. Davidson & Co
Montana
$551K
PCWA
228
Pacific Capital Wealth Advisors
California
$550K +$347 +5 +0.1%
HWMA
229
Heritage Wealth Management (Arizona)
Arizona
$545K -$64K -922 -10%
HWM
230
HB Wealth Management
Georgia
$541K -$4.37K -63 -0.7%
CRWM
231
Castle Rock Wealth Management
California
$538K -$4.23K -61 -0.7%
HH
232
Hilltop Holdings
Texas
$536K -$53K -764 -8%
LA
233
Lifeworks Advisors
Michigan
$532K +$208K +3,005 +57%
AWA
234
Acorn Wealth Advisors
Michigan
$530K +$1.04K +15 +0.2%
EH
235
Equitable Holdings
New York
$529K -$33.5K -483 -6%
Koshinski Asset Management
236
Koshinski Asset Management
Illinois
$527K -$78.5K -1,131 -12%
TRIA
237
Trail Ridge Investment Advisors
Colorado
$523K +$562K +8,106 New
BF
238
BOK Financial
Oklahoma
$522K -$330K -4,754 -37%
BFEC
239
Benjamin F. Edwards & Company
Missouri
$518K +$197K +2,836 +55%
MSAM
240
Moloney Securities Asset Management
Missouri
$509K
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
$507K -$191K -2,751 -26%
LFAS
242
Level Four Advisory Services
Texas
$505K -$461K -6,649 -46%
SWM
243
Spire Wealth Management
Virginia
$500K -$47K -678 -8%
GP
244
Geneva Partners
Wisconsin
$497K -$30.9K -446 -5%
OPS
245
Orion Portfolio Solutions
Nebraska
$490K +$23K +331 +5%
BOS
246
Bank of Stockton
California
$488K -$206K -2,962 -28%
WMR
247
Wealth Management Resources
Rhode Island
$488K +$173K +2,495 +49%
KPWS
248
Kestra Private Wealth Services
Texas
$485K -$1.05M -15,089 -67%
BAM
249
Belpointe Asset Management
Nevada
$481K -$902 -13 -0.2%
CC
250
Commons Capital
Massachusetts
$480K +$694 +10 +0.1%