We are live on ! Find out more
CWB icon

State Street SPDR Bloomberg Convertible Securities ETF
CWB

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
151
SkyOak Wealth
Michigan
$2.69M -$15.1K -175 -0.6%
APA
152
American Portfolios Advisors
New York
$2.68M +$255K +2,960 +10%
FWA
153
FOCUS Wealth Advisors
Texas
$2.63M -$38.6K -447 -1%
RA
154
RFG Advisory
Alabama
$2.62M -$1.07M -12,376 -29%
MWM
155
Minot Wealth Management
Massachusetts
$2.46M – – –
RFWA
156
RPg Family Wealth Advisory
Massachusetts
$2.46M +$203K +2,357 +9%
OAM
157
Occidental Asset Management
California
$2.39M -$189K -2,195 -7%
WTC
158
WhitTier Trust Company
Nevada
$2.38M -$81.3K -942 -3%
HWM
159
Howard Wealth Management
Connecticut
$2.35M -$40.3K -467 -2%
AGA
160
Arkos Global Advisors
Texas
$2.33M -$10.8K -125 -0.5%
CWM
161
Centric Wealth Management
Illinois
$2.31M -$74.2K -860 -3%
MPPLM
162
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.31M -$263K -3,051 -10%
AFP
163
Ausdal Financial Partners
Iowa
$2.23M -$589K -6,827 -21%
FFN
164
Focus Financial Network
Minnesota
$2.23M -$257K -2,977 -10%
CA
165
Cetera Advisors
Colorado
$2.23M +$128K +1,478 +6%
MOS
166
MGO One Seven
Ohio
$2.19M +$167K +1,937 +8%
CCC
167
Crescent Capital Consulting
Louisiana
$2.17M -$38.3K -444 -2%
RJT
168
Raymond James Trust
Florida
$2.12M -$72.1K -836 -3%
WA
169
Winfield Associates
Ohio
$2.12M -$39.7K -460 -2%
HWAM
170
Hennion & Walsh Asset Management
New Jersey
$2.11M -$45.7K -530 -2%
ACM
171
Anfield Capital Management
California
$2.11M -$44.7K -518 -2%
PWM
172
Provident Wealth Management
Tennessee
$2.1M +$133K +1,540 +7%
TW
173
Transform Wealth
Colorado
$2.09M +$2.11M +24,512 New
FNC
174
First National Corp
Massachusetts
$2.02M -$852K -9,875 -29%
KPWS
175
Kestra Private Wealth Services
Texas
$2.02M -$66.7K -773 -3%
5 6
7
8 9