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
AssetMark Inc
376
AssetMark Inc
California
$74.8K -$160M -2,359,788 -100%
BWM
377
Baystate Wealth Management
Massachusetts
$65.5K +$34.2K +503 +125%
AWM
378
Ameliora Wealth Management
Switzerland
$64.9K
CPG
379
Cornerstone Planning Group
New Jersey
$61.8K -$55.4K -816 -49%
CAS
380
Coppell Advisory Solutions
Texas
$56.1K +$5.57K +82 +12%
AIA
381
Armor Investment Advisors
North Carolina
$55.9K +$52.6K +775 New
KSWA
382
Kathleen S. Wright Associates
Pennsylvania
$54.3K
PA
383
Pineridge Advisors
Missouri
$54.2K +$51.1K +752 New
OP
384
ORG Partners
Indiana
$53.4K
RF
385
Robbins Farley
New Hampshire
$53K
PA
386
Parallel Advisors
California
$51.7K -$12.8K -189 -21%
CWC
387
Carolinas Wealth Consulting
North Carolina
$50.5K
SR
388
Syntax Research
Florida
$44.9K
MSWM
389
McGlone Suttner Wealth Management
Wisconsin
$42.8K +$40.3K +593 New
SAM
390
S.A. Mason
Michigan
$42.2K
AWM
391
Avior Wealth Management
Nebraska
$41.1K
SMA
392
Sage Mountain Advisors
Georgia
$41.1K
Franklin Resources
393
Franklin Resources
California
$41K
FRA
394
Front Row Advisors
California
$39K -$5.5K -81 -13%
SWA
395
SOA Wealth Advisors
New York
$37.3K +$272 +4 +0.8%
LJHT
396
Laurie J. Hall Trustee
$36K
SIS
397
Sound Income Strategies
Florida
$33.6K
Simplex Trading
398
Simplex Trading
Illinois
$33K -$109K -1,607 -78%
IGWM
399
ICA Group Wealth Management
Colorado
$31.4K +$29.5K +435 New
CT
400
Colonial Trust
South Carolina
$30.7K