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
$247K
SDWMA
327
Schneider Downs Wealth Management Advisors
Pennsylvania
$246K
CCM
328
Crew Capital Management
Ohio
$244K -$20.7K -282 -8%
GFP
329
Gryphon Financial Partners
Ohio
$242K +$233K +3,166 New
KPWS
330
Kestra Private Wealth Services
Texas
$238K -$29.5K -402 -11%
GVAG
331
Great Valley Advisor Group
Delaware
$238K -$514 -7 -0.2%
QCIG
332
Quad-Cities Investment Group
Iowa
$238K -$32.2K -439 -12%
RWP
333
RWA Wealth Partners
Massachusetts
$236K
HH
334
Hilltop Holdings
Texas
$234K -$8.25M -112,361 -97%
MIM
335
Moseley Investment Management
Florida
$234K
BAM
336
Belpointe Asset Management
Nevada
$231K +$209K +2,847 +1,705%
AAS
337
Avantax Advisory Services
Texas
$229K -$11.7K -159 -5%
WAG
338
Winthrop Advisory Group
Massachusetts
$229K
BCI
339
Brinker Capital Investments
Pennsylvania
$223K +$214K +2,914 New
OPS
340
Orion Portfolio Solutions
Nebraska
$223K +$214K +2,914 New
WP
341
Westmount Partners
California
$222K +$588 +8 +0.3%
CPA
342
Court Place Advisors
Maryland
$222K
Neuberger Berman Group
343
Neuberger Berman Group
New York
$222K
WWG
344
West Wealth Group
California
$219K -$46.4K -632 -18%
BFWM
345
Bright Futures Wealth Management
New York
$218K -$20.1K -274 -9%
WFA
346
Wells Financial Advisors
Massachusetts
$218K +$20.2K +275 +11%
VPP
347
Vertex Planning Partners
Illinois
$213K -$11.6K -158 -5%
HIS
348
Harvest Investment Services
Illinois
$212K -$102K -1,382 -33%
FNBT
349
FineMark National Bank & Trust
Florida
$211K -$11K -150 -5%
AFG
350
Atomi Financial Group
New York
$205K +$196K +2,673 New