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
OAM
101
Occidental Asset Management
California
$2.65M +$109K +2,162 +4%
Invesco
102
Invesco
Georgia
$2.62M +$29.1K +575 +1%
Citigroup
103
Citigroup
New York
$2.56M +$670K +13,228 +36%
BAM
104
BTS Asset Management
Massachusetts
$2.51M
BA
105
BKS Advisors
Michigan
$2.5M -$36.2K -715 -1%
ICOA
106
Investment Centers of America
North Dakota
$2.49M -$43.3K -856 -2%
PWMAG
107
Pinnacle Wealth Management Advisory Group
New Jersey
$2.38M +$38K +750 +2%
LP
108
LGL Partners
Pennsylvania
$2.31M -$759K -14,988 -25%
CFP
109
Cornerstone Financial Partners
North Carolina
$2.26M +$205K +4,054 +10%
NEPWA
110
New England Private Wealth Advisors
Massachusetts
$2.19M +$11.4K +226 +0.5%
BAM
111
Belpointe Asset Management
Nevada
$2.19M +$2.17M +42,841 New
SFP
112
Shepherd Financial Partners
Massachusetts
$2.14M -$1.01K -20 -0%
WB
113
Webster Bank
Connecticut
$2.1M -$118K -2,337 -5%
GP
114
Geneva Partners
Wisconsin
$2.1M +$2.08M +41,035 New
FA
115
FDx Advisors
Illinois
$2.09M +$784K +15,478 +61%
KWM
116
Kingsview Wealth Management
Oregon
$2.05M +$424K +8,370 +26%
AFP
117
Ausdal Financial Partners
Iowa
$2.03M -$123K -2,437 -6%
WTC
118
WhitTier Trust Company
Nevada
$2.03M +$1.77K +35 +0.1%
FANJ
119
Financial Architects (New Jersey)
New Jersey
$2M -$20.4K -402 -1%
IAA
120
Ironsides Asset Advisors
North Carolina
$1.95M
ANBT
121
American National Bank & Trust
Texas
$1.94M +$66K +1,303 +4%
SCM
122
Stonehearth Capital Management
Massachusetts
$1.86M -$55.8K -1,103 -3%
VAM
123
Visionary Asset Management
Texas
$1.84M -$116K -2,300 -6%
Millennium Management
124
Millennium Management
New York
$1.76M +$67.5K +1,334 +4%
NPC
125
National Planning Corporation
California
$1.68M -$1.79M -35,406 -52%