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
PFS
201
Prospera Financial Services
Texas
$1.6M +$1.38M +18,307 +1,831%
LFAS
202
Level Four Advisory Services
Texas
$1.59M +$131K +1,732 +10%
SWAG
203
Spectrum Wealth Advisory Group
California
$1.55M -$1.59M -21,008 -53%
MOS
204
MGO One Seven
Ohio
$1.55M +$39.2K +520 +3%
SRC
205
Sage Rhino Capital
California
$1.55M -$3.92K -52 -0.3%
KWM
206
Kingsview Wealth Management
Oregon
$1.53M -$76.2K -1,010 -5%
ASN
207
Advisory Services Network
Georgia
$1.52M -$223K -2,954 -14%
LA
208
LexAurum Advisors
Kansas
$1.51M -$272K -3,607 -17%
TF
209
Trek Financial
Arizona
$1.47M +$1.05M +13,885 +359%
ACS
210
Archford Capital Strategies
Illinois
$1.46M +$8.15K +108 +0.6%
BAM
211
Belpointe Asset Management
Nevada
$1.43M -$226K -2,992 -15%
PP
212
Prudential plc
United Kingdom
$1.42M +$578K +7,660 +81%
FHB
213
First Hawaiian Bank
Hawaii
$1.41M
SWP
214
Stratos Wealth Partners
Ohio
$1.41M +$39.3K +521 +3%
FA
215
Faithward Advisors
Pennsylvania
$1.4M -$107K -1,418 -8%
OMC
216
Overbrook Management Corp
New York
$1.37M +$479K +6,340 +62%
US Bancorp
217
US Bancorp
Minnesota
$1.36M -$479K -6,350 -28%
CAN
218
Cetera Advisor Networks
California
$1.34M -$30.3K -401 -2%
OPA
219
Old Port Advisors
Maine
$1.33M -$11.2K -149 -0.9%
CFA
220
Cahill Financial Advisors
Minnesota
$1.31M -$39.2K -520 -3%
KPWS
221
Kestra Private Wealth Services
Texas
$1.28M -$2.35M -31,185 -67%
GM
222
GeoWealth Management
Illinois
$1.26M +$311K +4,116 +37%
VFA
223
Voya Financial Advisors
Connecticut
$1.23M +$7.25K +96 +0.6%
RJT
224
Raymond James Trust
Florida
$1.23M +$348K +4,610 +45%
CCFM
225
Clear Creek Financial Management
Washington
$1.22M +$1.19M +15,799 New