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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWA
226
FORM Wealth Advisors
Wisconsin
$499K +$1.51K +13 +0.3%
Wealthfront Advisers
227
Wealthfront Advisers
California
$496K +$9.62K +83 +2%
AFG
228
Atomi Financial Group
New York
$490K +$7.76K +67 +2%
AA
229
Ancora Advisors
Ohio
$480K +$376K +3,241 +463%
RWA
230
Redhawk Wealth Advisors
Minnesota
$477K +$454K +3,920 New
TFA
231
Transamerica Financial Advisors
Florida
$457K -$86.3K -745 -17%
KWM
232
Keebeck Wealth Management
Illinois
$440K -$137K -1,178 -25%
RSWM
233
Robertson Stephens Wealth Management
California
$434K
1CP
234
17 Capital Partners
Arizona
$432K +$42K +362 +11%
CP
235
Creekside Partners
California
$430K -$18K -155 -4%
FRA
236
Front Row Advisors
California
$415K +$18K +155 +5%
CIA
237
Concurrent Investment Advisors
Florida
$405K -$25.8K -223 -6%
CFG
238
Citizens Financial Group
Rhode Island
$399K +$5.21K +45 +1%
MCA
239
Midwest Capital Advisors
Michigan
$396K -$858K -7,399 -69%
CAM
240
Clark Asset Management
New Hampshire
$392K
GAM
241
Gotham Asset Management
New York
$390K -$21K -181 -5%
Bank of Montreal
242
Bank of Montreal
Ontario, Canada
$389K
MWM
243
Meridian Wealth Management
Kentucky
$388K +$232 +2 +0.1%
QPWM
244
Quadrant Private Wealth Management
Pennsylvania
$388K -$213K -1,841 -37%
QIM
245
Quest Investment Management
Oregon
$382K -$6.61K -57 -2%
FFA
246
Founders Financial Alliance
North Carolina
$382K +$304K +2,622 +508%
CA
247
Centennial Advisors
Texas
$375K -$55.6K -480 -13%
SVWG
248
Shared Vision Wealth Group
United States
$374K -$169K -1,458 -32%
CCFM
249
Clear Creek Financial Management
Washington
$371K +$1.39K +12 +0.4%
GS
250
GWN Securities
Florida
$371K +$115K +988 +48%