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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
226
Cerity Partners
New York
$501K -$431K -3,722 -47%
FWA
227
FORM Wealth Advisors
Wisconsin
$499K +$1.51K +13 +0.3%
Wealthfront Advisers
228
Wealthfront Advisers
California
$496K +$9.62K +83 +2%
AFG
229
Atomi Financial Group
New York
$490K +$7.76K +67 +2%
AA
230
Ancora Advisors
Ohio
$480K +$376K +3,241 +463%
RWA
231
Redhawk Wealth Advisors
Minnesota
$477K +$454K +3,920 New
TFA
232
Transamerica Financial Advisors
Florida
$457K -$86.3K -745 -17%
KWM
233
Keebeck Wealth Management
Illinois
$440K -$137K -1,178 -25%
RSWM
234
Robertson Stephens Wealth Management
California
$434K – – –
1CP
235
17 Capital Partners
Arizona
$432K +$42K +362 +11%
CP
236
Creekside Partners
California
$430K -$18K -155 -4%
FRA
237
Front Row Advisors
California
$415K +$18K +155 +5%
CIA
238
Concurrent Investment Advisors
Florida
$405K -$25.8K -223 -6%
CFG
239
Citizens Financial Group
Rhode Island
$399K +$5.21K +45 +1%
MCA
240
Midwest Capital Advisors
Michigan
$396K -$858K -7,399 -69%
CAM
241
Clark Asset Management
New Hampshire
$392K – – –
GAM
242
Gotham Asset Management
New York
$390K -$21K -181 -5%
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$389K – – –
MWM
244
Meridian Wealth Management
Kentucky
$388K +$232 +2 +0.1%
QPWM
245
Quadrant Private Wealth Management
Pennsylvania
$388K -$213K -1,841 -37%
QIM
246
Quest Investment Management
Oregon
$382K -$6.61K -57 -2%
FFA
247
Founders Financial Alliance
North Carolina
$382K +$304K +2,622 +508%
CA
248
Centennial Advisors
Texas
$375K -$55.6K -480 -13%
SVWG
249
Shared Vision Wealth Group
United States
$374K -$169K -1,458 -32%
CCFM
250
Clear Creek Financial Management
Washington
$371K +$1.39K +12 +0.4%