CWB icon

State Street SPDR Bloomberg Convertible Securities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
401
S.A. Mason
Michigan
$48.4K +$5.52K +77 +13%
SR
402
Syntax Research
Florida
$45.4K – – –
FRA
403
Front Row Advisors
California
$45.4K +$5.8K +81 +15%
AWM
404
Avior Wealth Management
Nebraska
$41.6K – – –
SMA
405
Sage Mountain Advisors
Georgia
$41.6K – – –
Franklin Resources
406
Franklin Resources
California
$41.5K – – –
SWA
407
SOA Wealth Advisors
New York
$37.8K +$143 +2 +0.4%
LJHT
408
Laurie J. Hall Trustee
$37K – – –
SIS
409
Sound Income Strategies
Florida
$34.1K – – –
CT
410
Colonial Trust
South Carolina
$31.1K – – –
CT
411
Caldwell Trust
Florida
$29.2K – – –
FFA
412
Frazier Financial Advisors
Ohio
$29.1K – – –
AA
413
Ancora Advisors
Ohio
$29.1K – – –
HI
414
Harbour Investments
Wisconsin
$28K – – –
MG
415
Mather Group
Illinois
$27.6K +$27.4K +383 New
FPF
416
First Pacific Financial
Washington
$27.1K +$26.6K +371 New
EWA
417
EverSource Wealth Advisors
Alabama
$26.7K +$20.3K +283 +292%
RLIM
418
Red Lighthouse Investment Management
New York
$25.6K – – –
RFG
419
REAP Financial Group
Texas
$22.7K – – –
PA
420
Pineridge Advisors
Missouri
$22.6K -$31.7K -443 -59%
PCMC
421
Planning Capital Management Corporation
Pennsylvania
$21.9K – – –
Fifth Third Bancorp
422
Fifth Third Bancorp
Ohio
$20.7K -$160K -2,233 -89%
TCM
423
Tradewinds Capital Management
Washington
$20K -$3.73K -52 -16%
BCMLT
424
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.5K – – –
CPG
425
Cornerstone Planning Group
New Jersey
$19.4K -$41.8K -584 -68%