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
WP
301
WealthShield Partners
North Carolina
$318K
SFG
302
Summit Financial Group
West Virginia
$317K +$3.98K +60 +1%
TF
303
Tompkins Financial
New York
$310K
Kovitz Investment Group Partners
304
Kovitz Investment Group Partners
Illinois
$310K +$299K +4,500 New
FHC
305
First Heartland Consultants
Missouri
$309K
NSB
306
Norway Savings Bank
Maine
$308K -$485K -7,305 -62%
BBHC
307
Brown Brothers Harriman & Co
New York
$308K +$297K +4,476 New
VIM
308
Vista Investment Management
Pennsylvania
$303K -$4.05K -61 -1%
IAS
309
IMA Advisory Services
Colorado
$301K -$7.17K -108 -2%
CFB
310
Cullen/Frost Bankers
Texas
$300K +$133 +2 +0%
SAG
311
Spotlight Asset Group
Illinois
$300K +$289K +4,359 New
RG
312
Retirement Group
California
$295K +$796 +12 +0.3%
SCA
313
Snowden Capital Advisors
New York
$295K
SFA
314
Sequoia Financial Advisors
Ohio
$286K
FNBT
315
FineMark National Bank & Trust
Florida
$282K
SWM
316
SeaCrest Wealth Management
New York
$280K -$21.6K -326 -7%
MIM
317
Moseley Investment Management
Florida
$279K
UR
318
USCA RIA
Texas
$276K
IWM
319
IHT Wealth Management
Illinois
$271K -$1.74M -26,277 -87%
BWL
320
Bogart Wealth LLC
Virginia
$271K -$52.3K -788 -17%
HIMC
321
Heritage Investors Management Corp
Maryland
$270K
PA
322
PFG Advisors
Arizona
$268K +$251K +3,779 New
TF
323
Trek Financial
Arizona
$266K +$863 +13 +0.3%
HAS
324
HBW Advisory Services
California
$264K +$8.29K +125 +3%
LPT
325
Legacy Private Trust
Wisconsin
$262K -$3.32K -50 -1%