CWB icon

State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
376
Carolinas Wealth Consulting
North Carolina
$46.9K – – –
CFGS
377
Concourse Financial Group Securities
Alabama
$46.5K -$2.18M -32,517 -98%
FRA
378
Front Row Advisors
California
$42K – – –
KSWA
379
Kathleen S. Wright Associates
Pennsylvania
$40.5K – – –
SAM
380
S.A. Mason
Michigan
$39.2K – – –
SMA
381
Sage Mountain Advisors
Georgia
$38.2K – – –
WT
382
Whittier Trust
California
$37.8K – – –
IGWM
383
ICA Group Wealth Management
Colorado
$37.6K – – –
CFD
384
Creative Financial Designs
Indiana
$36.3K +$16.4K +245 +83%
SWA
385
SOA Wealth Advisors
New York
$34K +$67 +1 +0.2%
LJHT
386
Laurie J. Hall Trustee
$34K – – –
CWP
387
Concord Wealth Partners
Virginia
$33.5K – – –
HT
388
Headlands Technologies
Illinois
$33.2K +$26.5K +395 +395%
GAG
389
Goodman Advisory Group
Massachusetts
$32.9K -$21.8K -325 -40%
FPB
390
First PREMIER Bank
South Dakota
$32K – – –
SIS
391
Sound Income Strategies
Florida
$31.3K – – –
CP
392
Castleview Partners
Texas
$29.9K -$603 -9 -2%
UB
393
UMB Bank
Missouri
$29.3K – – –
CT
394
Colonial Trust
South Carolina
$28.6K – – –
BWM
395
Baystate Wealth Management
Massachusetts
$27.1K -$17.3K -258 -39%
CT
396
Caldwell Trust
Florida
$26.8K – – –
AA
397
Ancora Advisors
Ohio
$26.7K – – –
RI
398
Ridgewood Investments
New Jersey
$26.7K +$26.7K +398 New
CSPIA
399
Cary Street Partners Investment Advisory
Virginia
$25.5K – – –
MHR
400
Matthew Hamilton Rosenberg
$25.3K – – –
14 15
16
17 18