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
CI
151
Cavalier Investments
Georgia
$2.74M +$171K +2,018 +7%
FWA
152
FOCUS Wealth Advisors
Texas
$2.71M -$42.7K -505 -2%
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$2.63M -$52.9K -626 -2%
AFWM
154
AMJ Financial Wealth Management
Virginia
$2.63M +$136K +1,612 +6%
OAM
155
Occidental Asset Management
California
$2.62M -$85.5K -1,012 -3%
MPPLM
156
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.62M -$4.38M -51,883 -63%
WB
157
WesBanco Bank
West Virginia
$2.58M -$81.1K -960 -3%
PIA
158
Powell Investment Advisors
Florida
$2.56M -$241K -2,856 -9%
FFN
159
Focus Financial Network
Minnesota
$2.53M +$215K +2,547 +10%
WTC
160
WhitTier Trust Company
Nevada
$2.5M
MWM
161
Minot Wealth Management
Massachusetts
$2.47M
APA
162
American Portfolios Advisors
New York
$2.47M +$81.5K +964 +4%
HWM
163
Howard Wealth Management
Connecticut
$2.43M +$15.1K +179 +0.6%
CWM
164
Centric Wealth Management
Illinois
$2.42M +$39.8K +471 +2%
AGA
165
Arkos Global Advisors
Texas
$2.38M -$1.99M -23,532 -46%
Capstone Investment Advisors
166
Capstone Investment Advisors
New York
$2.36M +$2.3M +27,200 New
CFO
167
CVA Family Office
Colorado
$2.34M +$85 +1 +0%
RFWA
168
RPg Family Wealth Advisory
Massachusetts
$2.29M +$2.23M +26,428 New
CCC
169
Crescent Capital Consulting
Louisiana
$2.24M -$300K -3,554 -12%
RJT
170
Raymond James Trust
Florida
$2.23M +$661K +7,820 +44%
OMC
171
Old Mission Capital
Illinois
$2.22M +$2.17M +25,645 New
WA
172
Winfield Associates
Ohio
$2.19M -$12.7K -150 -0.6%
HWAM
173
Hennion & Walsh Asset Management
New Jersey
$2.19M -$19.8M -233,767 -90%
ACM
174
Anfield Capital Management
California
$2.19M +$143K +1,694 +7%
AI
175
Atria Investments
North Carolina
$2.18M +$39.4K +466 +2%