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
CCA
401
Childress Capital Advisors
Texas
$257K
CAL
402
Capital Analysts LLC
Pennsylvania
$254K -$1.07M -12,447 -80%
CIAS
403
Capital Investment Advisory Services
North Carolina
$254K -$1.46K -17 -0.6%
RHP
404
Royal Harbor Partners
Texas
$250K
CAI
405
Capital Advisors Inc
Oklahoma
$249K
HCM
406
Hilton Capital Management
New York
$249K
BPCE
407
Bank Pictet & Cie (Europe)
Germany
$248K
PAMG
408
Patton Albertson Miller Group
Tennessee
$248K
MWM
409
Meridian Wealth Management
Kentucky
$244K
Thrivent Financial for Lutherans
410
Thrivent Financial for Lutherans
Minnesota
$243K -$32.8K -383 -12%
PMG
411
ProVise Management Group
Florida
$239K +$4.54K +53 +2%
CAP
412
Columbia Advisory Partners
Washington
$237K +$245K +2,862 New
AWM
413
Affinity Wealth Management
Delaware
$236K +$1.97K +23 +0.8%
BBA
414
Braun-Bostich & Associates
Pennsylvania
$236K +$259K +3,029 New
SW
415
StrongBox Wealth
Missouri
$233K -$32.6K -381 -12%
BTWM
416
Baker Tilly Wealth Management
Wisconsin
$233K +$241K +2,810 New
IHL
417
Investment House LLC
California
$231K
CPSAC
418
Chas P. Smith & Associates (CPS)
Florida
$220K
CAM
419
Chandler Asset Management
California
$220K +$227K +2,650 New
IFWM
420
Institute for Wealth Management
Colorado
$220K +$227K +2,653 New
LWAC
421
Laurel Wealth Advisors (California)
California
$219K +$226K +2,639 New
MA
422
MUFG Americas
New York
$215K -$30K -350 -12%
BCM
423
Brookstone Capital Management
Illinois
$214K +$230K +2,684 New
AssetMark Inc
424
AssetMark Inc
California
$213K -$137M -1,597,660 -100%
WFA
425
Wells Financial Advisors
Massachusetts
$213K