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
SIA
226
Sage Investment Advisers
New York
$641K +$649K +9,962 New
CAI
227
Capital Advisors Inc
Oklahoma
$639K +$191K +2,930 +42%
BJL
228
Brighton Jones LLC
Washington
$637K -$521 -8 -0.1%
HCM
229
Highview Capital Management
Illinois
$611K +$179K +2,745 +41%
WMR
230
Wealth Management Resources
Rhode Island
$610K +$38.4K +590 +7%
RW
231
RVW Wealth
California
$592K
HHRDM
232
H&H Retirement Design & Management
Nevada
$586K -$68.4K -1,051 -11%
LFA
233
Laraway Financial Advisors
Minnesota
$580K -$326 -5 -0.1%
PPP
234
Private Portfolio Partners
New Jersey
$578K -$96K -1,475 -14%
JWCA
235
J.W. Cole Advisors
Florida
$570K +$18.6K +285 +3%
State Street
236
State Street
Massachusetts
$569K
DADC
237
D.A. Davidson & Co
Montana
$565K +$7.16K +110 +1%
ACP
238
Aveo Capital Partners
Colorado
$564K -$1.88M -28,908 -77%
SCG
239
Sonata Capital Group
Washington
$563K -$32.6K -500 -5%
CWM
240
Connecticut Wealth Management
Connecticut
$560K -$12.4K -190 -2%
HCM
241
Hengehold Capital Management
Ohio
$558K
IWC
242
Integrated Wealth Concepts
Massachusetts
$555K -$34.2K -526 -6%
SWM
243
Spire Wealth Management
Virginia
$550K +$94.3K +1,449 +20%
MCC
244
Money Concepts Capital
Florida
$525K +$464K +7,131 +690%
DFG
245
Delta Financial Group
New Jersey
$517K +$524K +8,052 New
BIA
246
Bigelow Investment Advisors
Maine
$497K -$6.71K -103 -1%
IWM
247
IHT Wealth Management
Illinois
$496K -$114K -1,745 -18%
MCM
248
MV Capital Management
Maryland
$494K -$72.5K -1,114 -13%
FW
249
FirstPurpose Wealth
Utah
$493K +$13.7K +210 +3%
BAM
250
Belpointe Asset Management
Nevada
$492K -$19.8K -304 -4%