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
CMMS
276
Comprehensive Money Management Services
Florida
$833K -$3.11K -30 -0.4%
IWC
277
Integrated Wealth Concepts
Massachusetts
$828K +$170K +1,637 +27%
MWM
278
Maridea Wealth Management
New York
$827K +$20.4K +197 +3%
CAI
279
Capital Advisors Inc
Oklahoma
$824K
LFA
280
Laraway Financial Advisors
Minnesota
$795K
SAW
281
Signal Advisors Wealth
Michigan
$764K +$114K +1,096 +18%
Invesco
282
Invesco
Georgia
$764K -$51.9K -501 -7%
TW
283
Trajan Wealth
Arizona
$760K +$90.8K +876 +14%
GM
284
GeoWealth Management
Illinois
$756K -$254K -2,448 -26%
SC
285
Savant Capital
Illinois
$755K +$445K +4,297 +135%
TCA
286
Trifecta Capital Advisors
Illinois
$737K
MT
287
Midwest Trust
Kansas
$735K
SAM
288
Smithbridge Asset Management
Pennsylvania
$734K -$64.5K -622 -8%
WB
289
Webster Bank
Connecticut
$730K -$22.7K -219 -3%
GWP
290
Gateway Wealth Partners
Wisconsin
$728K -$18.4K -178 -3%
National Bank of Canada
291
National Bank of Canada
Quebec, Canada
$726K -$444K -4,283 -39%
M&T Bank
292
M&T Bank
New York
$712K
PWP
293
Pursue Wealth Partners
California
$706K -$503K -4,850 -43%
SCG
294
Sonata Capital Group
Washington
$705K
LBWM
295
Left Brain Wealth Management
Illinois
$693K +$666K +6,425 New
HI
296
Hyundai Investments
South Korea
$686K +$60.1K +580 +10%
CPL
297
CAP Partners LLC
Tennessee
$667K -$9.85K -95 -2%
SCA
298
Snowden Capital Advisors
New York
$656K
WA
299
Waystone Advisors
Washington
$656K -$85.1K -821 -12%
AAS
300
Annex Advisory Services
Wisconsin
$649K +$2.28K +22 +0.4%