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
AWA
251
Acorn Wealth Advisors
Michigan
$444K -$21.9K -298 -5%
CST
252
Charles Schwab Trust
Nevada
$436K
PTC
253
Private Trust Company
Ohio
$435K +$114K +1,558 +38%
LWM
254
LongView Wealth Management
Georgia
$432K -$35.4K -482 -8%
ONST
255
Old North State Trust
North Carolina
$427K -$676K -9,205 -62%
KeyBank National Association
256
KeyBank National Association
Ohio
$421K +$20.8K +283 +5%
FMWA
257
Forvis Mazars Wealth Advisors
Missouri
$419K
RW
258
RVW Wealth
California
$419K -$2.35K -32 -0.6%
GEA
259
Glen Eagle Advisors
New Jersey
$417K
OPA
260
Old Port Advisors
Maine
$417K -$13.4K -182 -3%
EFL
261
ERn Financial LLC
Wisconsin
$416K +$294 +4 +0.1%
MC
262
Moors & Cabot
Massachusetts
$412K -$2.2K -30 -0.6%
DWM
263
Diversify Wealth Management
Utah
$404K +$385K +5,243 New
GA
264
Geller Advisors
New York
$398K -$3.16K -43 -0.8%
CAC
265
Certified Advisory Corp
Florida
$397K -$35.4K -482 -9%
DA
266
Detalus Advisors
Missouri
$396K +$110K +1,501 +41%
FA
267
Faithward Advisors
Pennsylvania
$395K +$147 +2 +0%
DWAM
268
Duncan Williams Asset Management
Tennessee
$395K +$379K +5,160 New
Qube Research & Technologies (QRT)
269
Qube Research & Technologies (QRT)
United Kingdom
$389K +$271K +3,690 +265%
BIA
270
Bigelow Investment Advisors
Maine
$387K -$27.5K -375 -7%
CA
271
CoreCap Advisors
Michigan
$385K +$4.19K +57 +1%
TPW
272
Talon Private Wealth
Florida
$381K +$365K +4,972 New
AA
273
AlphaCentric Advisors
Puerto Rico
$370K -$6.68K -91 -2%
BOS
274
Bank of Stockton
California
$360K
HWAM
275
Hennion & Walsh Asset Management
New Jersey
$354K -$109K -1,480 -24%