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
ST
326
Sabal Trust
Florida
$216K
SDWMA
327
Schneider Downs Wealth Management Advisors
Pennsylvania
$215K
WWG
328
West Wealth Group
California
$214K +$214K +3,193 New
IW
329
Instrumental Wealth
Florida
$214K +$219K +3,264 New
PWAG
330
Polaris Wealth Advisory Group
California
$212K
CAL
331
Capital Analysts LLC
Pennsylvania
$210K +$603 +9 +0.3%
CCA
332
Childress Capital Advisors
Texas
$208K -$75K -1,120 -27%
Citadel Advisors
333
Citadel Advisors
Florida
$203K -$1.62M -24,153 -89%
GVAG
334
Great Valley Advisor Group
Delaware
$202K +$202K +3,015 New
RHP
335
Royal Harbor Partners
Texas
$202K +$202K +3,012 New
KWMG
336
King Wealth Management Group
Florida
$201K -$17.5K -262 -8%
LWP
337
Laurel Wealth Planning
Minnesota
$201K
WAG
338
Winthrop Advisory Group
Massachusetts
$200K +$200K +2,984 New
RWPA
339
Richard W. Paul & Associates
Michigan
$188K -$12.3K -184 -6%
WFA
340
Wells Financial Advisors
Massachusetts
$172K
AF
341
Allworth Financial
California
$171K +$42.5K +634 +33%
RG
342
Retirement Group
California
$171K -$9.64K -144 -5%
BWL
343
Bogart Wealth LLC
Virginia
$166K -$31.9K -477 -16%
UCB
344
United Community Bank
South Carolina
$164K +$4.35K +65 +3%
BBHC
345
Brown Brothers Harriman & Co
New York
$161K
KM
346
Kalos Management
Georgia
$156K -$5.09K -76 -3%
Franklin Resources
347
Franklin Resources
California
$152K +$113K +1,692 +298%
BAM
348
Baldrige Asset Management
Pennsylvania
$147K
HI
349
Harbour Investments
Wisconsin
$136K
AssetMark Inc
350
AssetMark Inc
California
$132K -$246M -3,679,253 -100%