CWB icon

State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
426
VisionPoint Advisory Group
Texas
$19K – – –
RIA
427
Realta Investment Advisors
Delaware
$18.6K +$18.3K +255 New
TSWM
428
Tyler-Stone Wealth Management
Ohio
$18.4K +$143 +2 +0.8%
CWAF
429
Core Wealth Advisors (Florida)
Florida
$18.3K – – –
PCA
430
Providence Capital Advisors
North Carolina
$18.3K – – –
FPB
431
First PREMIER Bank
South Dakota
$18K – – –
SC
432
Solstein Capital
California
$17.5K – – –
CFD
433
Creative Financial Designs
Indiana
$17.2K – – –
MWM
434
MGB Wealth Management
Texas
$16K – – –
AIP
435
Ameritas Investment Partners
Nebraska
$15.8K +$72 +1 +0.5%
FDCDDQ
436
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.3K – – –
GFPC
437
Global Financial Private Client
Florida
$15.3K – – –
PK
438
Pflug Koory
Nebraska
$14.8K – – –
IGWM
439
ICA Group Wealth Management
Colorado
$14.6K -$16.8K -235 -54%
GCM
440
Gables Capital Management
Florida
$14.6K – – –
GAA
441
Global Assets Advisory
Florida
$14.6K +$14.3K +200 New
T
442
Tidemark
California
$13.9K -$10.5K -147 -43%
CA
443
Continuum Advisory
Idaho
$12.5K +$12.5K +175 New
CP
444
Castleview Partners
Texas
$12.4K -$1.86K -26 -13%
BC
445
Barrett & Company
Rhode Island
$12.2K – – –
KIG
446
Kessler Investment Group
Indiana
$12.1K – – –
CSC
447
Caldwell Sutter Capital
California
$11K – – –
CTWM
448
Cherry Tree Wealth Management
Minnesota
$11K – – –
OSAM
449
O'Shaughnessy Asset Management
Connecticut
$10.7K – – –
GWP
450
Gen-Wealth Partners
Michigan
$9.49K +$9.31K +130 New
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