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
AFS
176
AFG Fiduciary Services
Massachusetts
$1.38M -$294K -3,239 -18%
FF
177
Farrell Financial
New York
$1.37M +$162K +1,778 +13%
SAM
178
Smithbridge Asset Management
Pennsylvania
$1.36M +$420K +4,618 +44%
GRP
179
Global Retirement Partners
California
$1.34M +$705K +7,758 +106%
Mariner
180
Mariner
Kansas
$1.33M +$187K +2,061 +16%
GWM
181
Gilpin Wealth Management
Colorado
$1.32M +$1.35M +14,808 New
LFASL
182
Lugano Financial Advisors SA (LFA)
Switzerland
$1.31M +$60.9K +670 +5%
SW
183
Simplicity Wealth
New Jersey
$1.3M -$759K -8,348 -36%
CRC
184
Curi RMB Capital
Illinois
$1.27M -$91 -1 -0%
KIA
185
Kraematon Investment Advisors
Massachusetts
$1.25M +$56.6K +623 +5%
PWMA
186
Pension & Wealth Management Advisors
Massachusetts
$1.24M -$571K -6,286 -31%
GCP
187
Guardian Capital (Pennsylvania)
Pennsylvania
$1.23M +$1.25M +13,781 New
MSL
188
Mackay Shields LLC
New York
$1.22M +$1.24M +13,633 New
IRC
189
Investors Research Corp
Georgia
$1.21M -$44K -484 -3%
OAG
190
Oakmont Advisory Group
New Mexico
$1.21M +$1.24M +13,598 New
LCWP
191
Legacy Capital Wealth Partners
Arkansas
$1.21M +$507K +5,578 +70%
KWA
192
Kingswood Wealth Advisors
California
$1.21M +$29.5K +324 +2%
TWC
193
TD Waterhouse Canada
Ontario, Canada
$1.19M -$108K -1,184 -8%
MYIA
194
Mount Yale Investment Advisors
Colorado
$1.18M +$280K +3,075 +30%
VAS
195
Vestmark Advisory Solutions
Massachusetts
$1.18M +$280K +3,075 +30%
Fidelity Investments
196
Fidelity Investments
Massachusetts
$1.18M +$502K +5,517 +72%
JIR
197
James Investment Research
Ohio
$1.15M +$328K +3,606 +39%
FGA
198
Fortis Group Advisors
New Jersey
$1.13M +$1.1M +12,067 New
NJIM
199
Nabity-Jensen Investment Management
Nebraska
$1.11M
PG
200
Patten Group
Tennessee
$1.11M -$7.45K -82 -0.7%