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
FPS
126
Fieldpoint Private Securities
Connecticut
$1.63M -$450K -8,279 -20%
GWM
127
Geneos Wealth Management
Colorado
$1.63M +$104K +1,907 +6%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$1.62M +$120K +2,204 +7%
Invesco
129
Invesco
Georgia
$1.59M -$37K -681 -2%
SFS
130
Sowell Financial Services
Arkansas
$1.58M -$190K -3,485 -10%
PFO
131
Pathstone Family Office
New Jersey
$1.58M +$1.8M +33,100 New
F
132
F3Logic
Minnesota
$1.58M -$1.65M -30,300 -48%
FFN
133
Focus Financial Network
Minnesota
$1.57M -$44.4K -817 -2%
PG
134
Patten Group
Tennessee
$1.56M -$113K -2,074 -6%
RSS
135
Rosenblum Silverman Sutton
California
$1.46M +$1.66M +30,453 New
MFG
136
Merit Financial Group
Georgia
$1.45M +$28.5K +524 +2%
EFSCE
137
Enterprise Financial Services Corp (EFSC)
Missouri
$1.44M -$95.9K -1,763 -6%
PWM
138
Provident Wealth Management
Tennessee
$1.4M +$186K +3,419 +13%
Nomura Asset Management
139
Nomura Asset Management
Japan
$1.39M +$1.58M +29,000 New
SWAG
140
Spectrum Wealth Advisory Group
California
$1.38M -$119K -2,189 -7%
APA
141
American Portfolios Advisors
New York
$1.26M +$25.6K +470 +2%
MWM
142
Merriman Wealth Management
Washington
$1.24M +$1.41M +25,844 New
LFASL
143
Lugano Financial Advisors SA (LFA)
Switzerland
$1.24M
BAM
144
Belpointe Asset Management
Nevada
$1.22M -$107K -1,962 -7%
WS
145
Wedbush Securities
California
$1.16M -$554K -10,186 -30%
HWM
146
Howard Wealth Management
Connecticut
$1.13M +$261K +4,800 +26%
CFO
147
CVA Family Office
Colorado
$1.12M -$16.2K -298 -1%
VC
148
Voit & Company
Wisconsin
$1.07M -$59K -1,085 -5%
GDP
149
Great Diamond Partners
Maine
$1.04M +$130K +2,395 +12%
OPA
150
Old Port Advisors
Maine
$1.04M -$181K -3,326 -13%