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
Baird Financial Group
201
Baird Financial Group
Wisconsin
$822K -$202K -3,977 -20%
DWA
202
Dorsey Wright & Associates
California
$813K +$789K +15,559 New
William Blair & Company
203
William Blair & Company
Illinois
$784K +$8.01K +158 +1%
RFWA
204
RPg Family Wealth Advisory
Massachusetts
$772K +$661K +13,041 +753%
NSB
205
Norway Savings Bank
Maine
$752K -$105K -2,071 -13%
MAS
206
Madden Advisory Services
Florida
$746K
BHWM
207
Bay Harbor Wealth Management
Maryland
$733K -$1.77K -35 -0.2%
WAP
208
Wealthcare Advisory Partners
Pennsylvania
$732K +$175K +3,453 +33%
OAM
209
Occidental Asset Management
California
$716K +$28.3K +558 +4%
VAG
210
VisionPoint Advisory Group
Texas
$705K +$685K +13,501 New
RW
211
RVW Wealth
California
$661K +$641K +12,643 New
LP
212
LGL Partners
Pennsylvania
$660K -$723K -14,248 -53%
EVM
213
Eaton Vance Management
Massachusetts
$659K +$640K +12,611 New
AI
214
Atria Investments
North Carolina
$653K +$395K +7,782 +165%
CWM
215
Cornerstone Wealth Management
Missouri
$641K -$5.17K -102 -2%
IB
216
Intrust Bank
Kansas
$640K +$64.8K +1,277 +12%
SAS
217
Sage Advisory Services
Texas
$632K -$571K -11,255 -48%
SCG
218
Sonata Capital Group
Washington
$625K
FA
219
FCG Advisors
New Jersey
$625K +$182K +3,587 +43%
GWAG
220
Garrett Wealth Advisory Group
Texas
$612K +$354K +6,986 +148%
BJL
221
Brighton Jones LLC
Washington
$611K +$254 +5 +0%
RJT
222
Raymond James Trust
Florida
$610K +$20.5K +405 +4%
MIAN
223
Mariner Independent Advisor Network
Kansas
$592K
CCG
224
Chatham Capital Group
Georgia
$588K -$20.3K -400 -3%
LFAS
225
Level Four Advisory Services
Texas
$578K +$160K +3,160 +40%