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
CWM
376
CCG Wealth Management
California
$263K
TW
377
Trajan Wealth
Arizona
$260K -$27.4K -347 -9%
LFAS
378
Level Four Advisory Services
Texas
$259K -$9.46K -120 -3%
BFG
379
Berger Financial Group
Minnesota
$259K -$27.5K -349 -9%
TWM
380
Topsail Wealth Management
North Carolina
$259K +$262K +3,320 New
VPP
381
Vertex Planning Partners
Illinois
$258K +$41.4K +525 +19%
SWM
382
Spire Wealth Management
Virginia
$256K +$867 +11 +0.3%
BPA
383
Beacon Pointe Advisors
California
$255K +$158 +2 +0.1%
APW
384
Aurora Private Wealth
New Jersey
$253K -$1.74K -22 -0.7%
BCG
385
Breakwater Capital Group
New Jersey
$252K
ST
386
Sabal Trust
Florida
$251K
SDWMA
387
Schneider Downs Wealth Management Advisors
Pennsylvania
$250K
CCM
388
Crew Capital Management
Ohio
$248K
CP
389
Castleview Partners
Texas
$246K +$249K +3,152 New
P
390
&Partners
Tennessee
$244K +$246K +3,120 New
OIA
391
OneDigital Investment Advisors
Kansas
$242K -$12.7K -161 -5%
QCIG
392
Quad-Cities Investment Group
Iowa
$241K -$867 -11 -0.4%
IA
393
Integrity Alliance
Iowa
$237K +$240K +3,048 New
WWG
394
West Wealth Group
California
$237K +$14.4K +183 +6%
Bank of New York Mellon
395
Bank of New York Mellon
New York
$236K +$239K +3,025 New
WP
396
Westmount Partners
California
$227K +$1.02K +13 +0.4%
BAM
397
Belpointe Asset Management
Nevada
$226K +$1.97K +25 +0.8%
GWM
398
GK Wealth Management
Nevada
$224K +$226K +2,872 New
CCA
399
Cooper Capital Advisors
California
$219K +$222K +2,809 New
EC
400
Elequin Capital
New York
$218K -$8.44M -106,992 -97%