CWB icon

State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
351
Global Retirement Partners
California
$136K +$133 +2 +0.1%
WCG
352
Weaver Consulting Group
California
$130K – – –
PA
353
Parallel Advisors
California
$125K +$265 +4 +0.2%
SSB
354
Sandy Spring Bank
Maryland
$124K – – –
HCP
355
Hexagon Capital Partners
Arkansas
$122K +$118K +1,771 New
CIAS
356
Capital Investment Advisory Services
North Carolina
$118K -$159K -2,399 -58%
MRCM
357
M&R Capital Management
New Jersey
$103K – – –
SBL
358
Sargent Bickham Lagudis
Colorado
$96K +$398 +6 +0.4%
MA
359
MCF Advisors
Kentucky
$90K – – –
APC
360
Aspire Private Capital
North Carolina
$89K +$85.9K +1,294 New
RCA
361
Ranch Capital Advisors
Florida
$88K +$66 +1 +0.1%
WT
362
Whittier Trust
California
$85K +$50.7K +764 +163%
MPCG
363
Matrix Private Capital Group
New York
$80K -$33.7K -508 -30%
HIA
364
Harbor Investment Advisory
Maryland
$75K -$33.2K -500 -31%
TPWA
365
TRUE Private Wealth Advisors
Oregon
$73K -$26.1K -393 -27%
PFS
366
Prospera Financial Services
Texas
$69K -$2.28M -34,298 -97%
CWAF
367
Core Wealth Advisors (Florida)
Florida
$69K -$57.7K -869 -46%
HR
368
Howe & Rusling
New York
$66K – – –
CFGS
369
Concourse Financial Group Securities
Alabama
$56K -$9.75K -147 -15%
HPC
370
HM Payson & Co
Maine
$55K – – –
SWM
371
Selective Wealth Management
Virginia
$55K – – –
FRA
372
Front Row Advisors
California
$54K – – –
QCG
373
Quadrant Capital Group
Ohio
$49K +$47.5K +716 New
SAM
374
S.A. Mason
Michigan
$37K – – –
TFA
375
Transamerica Financial Advisors
Florida
$35K -$6.37M -96,029 -99%
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