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
CAI
251
Capital Advisors Inc
Oklahoma
$682K
Invesco
252
Invesco
Georgia
$681K -$63.9K -703 -8%
MWM
253
Maridea Wealth Management
New York
$680K +$1K +11 +0.1%
AAS
254
Ameritas Advisory Services
Nebraska
$669K +$612K +6,737 +881%
AWAU
255
Alliance Wealth Advisors (Utah)
Utah
$659K -$429K -4,720 -39%
LFA
256
Laraway Financial Advisors
Minnesota
$659K -$27.3K -300 -4%
DADC
257
D.A. Davidson & Co
Montana
$656K +$9.09K +100 +1%
WA
258
Waystone Advisors
Washington
$642K +$655K +7,202 New
FIA
259
Foundations Investment Advisors
Arizona
$637K -$10.7K -118 -2%
WMR
260
Wealth Management Resources
Rhode Island
$629K +$25.6K +282 +4%
WB
261
Webster Bank
Connecticut
$624K
CWM
262
Connecticut Wealth Management
Connecticut
$624K
Cerity Partners
263
Cerity Partners
New York
$617K +$36.3K +399 +6%
TCA
264
Trifecta Capital Advisors
Illinois
$610K
BRWM
265
Blue Rock Wealth Management
North Carolina
$606K +$68.2K +750 +12%
SCG
266
Sonata Capital Group
Washington
$583K
FBB
267
Fulton Breakefield Broenniman
Maryland
$574K -$2.73K -30 -0.5%
FWA
268
FORM Wealth Advisors
Wisconsin
$563K +$573K +6,308 New
CPL
269
CAP Partners LLC
Tennessee
$560K +$818 +9 +0.1%
SCA
270
Snowden Capital Advisors
New York
$545K -$37.1K -408 -6%
LWM
271
LongView Wealth Management
Georgia
$536K +$2.18K +24 +0.4%
AAS
272
Annex Advisory Services
Wisconsin
$534K +$544K +5,983 New
AWE
273
Avidian Wealth Enterprises
Texas
$512K -$6.82K -75 -1%
KA
274
Kovack Advisors
Florida
$509K -$5.73K -63 -1%
EFL
275
ERn Financial LLC
Wisconsin
$500K +$545 +6 +0.1%