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
MWM
101
Modera Wealth Management
New Jersey
$5.54M -$214K -2,528 -4%
GVAG
102
Great Valley Advisor Group
Delaware
$5.4M +$371K +4,389 +8%
DI
103
Disciplined Investments
Oklahoma
$5.33M +$808K +9,564 +18%
CAN
104
Cetera Advisor Networks
California
$5.27M +$3.7M +43,806 +259%
PWM
105
Penobscot Wealth Management
Maine
$5.2M +$5.06M +59,915 New
PBF
106
Petix & Botte Financial
California
$5M -$82.1K -971 -2%
AP
107
Advisors Preferred
Maryland
$4.9M +$1.27M +15,054 +36%
Nomura Asset Management
108
Nomura Asset Management
Japan
$4.86M -$430K -5,090 -8%
Mirae Asset Global Investments
109
Mirae Asset Global Investments
South Korea
$4.84M +$1.7M +20,163 +57%
Renaissance Technologies
110
Renaissance Technologies
New York
$4.83M -$597K -7,066 -11%
BDWCC
111
B&D White Capital Company
Texas
$4.8M +$19.8K +234 +0.4%
DWMG
112
DB Wealth Management Group
California
$4.8M -$1.91M -22,658 -29%
MIAN
113
Mariner Independent Advisor Network
Kansas
$4.79M +$1.38M +16,292 +42%
FIG
114
FundX Investment Group
California
$4.67M -$43.6M -515,826 -98%
NL
115
NEPC LLC
Massachusetts
$4.66M +$4.54M +53,766 New
CAG
116
Csenge Advisory Group
Florida
$4.56M +$147K +1,736 +3%
CCM
117
Crew Capital Management
Ohio
$4.54M +$169K +2,000 +4%
EAMA
118
EFG Asset Management (Americas)
Florida
$4.49M +$120K +1,418 +3%
TA
119
TFG Advisers
Michigan
$4.47M -$17.5K -207 -0.4%
NRI
120
NFP Retirement Inc
California
$4.28M -$3.04M -35,918 -42%
IAIM
121
International Assets Investment Management
Florida
$4.16M +$6.28M +74,356 New
IWA
122
IBEX Wealth Advisors
New Jersey
$4.11M +$171K +2,025 +4%
GSWM
123
Golden State Wealth Management
California
$4.07M +$3.97M +46,924 New
FANJ
124
Financial Architects (New Jersey)
New Jersey
$3.98M -$5.66K -67 -0.1%
TW
125
Towerpoint Wealth
California
$3.98M -$2.34M -27,746 -38%