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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWP
226
WR Wealth Planners
Missouri
$15.7K +$15.7K +189 New
RCM
227
Raleigh Capital Management
North Carolina
$14K +$13.4K +162 New
CIAS
228
Capital Investment Advisory Services
North Carolina
$13K +$7.29K +88 +131%
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$11K +$11.2K +135 New
BWM
230
Baystate Wealth Management
Massachusetts
$11K +$11.3K +136 New
GTAM
231
Global Trust Asset Management
Florida
$9K – – –
GI
232
Gradient Investments
Minnesota
$9K – – –
OLVIG
233
Oliver Lagore Vanvalin Investment Group
Michigan
$6K +$5.55K +67 New
CWP
234
Concord Wealth Partners
Virginia
$6K +$5.8K +70 New
EWA
235
EverSource Wealth Advisors
Alabama
$5K +$4.56K +55 New
HWMA
236
Heritage Wealth Management (Arizona)
Arizona
$5K +$4.81K +58 New
SAM
237
Strategic Asset Management
Minnesota
$5K +$5.3K +64 New
AIP
238
Ahrens Investment Partners
Louisiana
$4K – – –
TWM
239
Tradition Wealth Management
Minnesota
$3K +$3.07K +37 New
FMP
240
Financial Management Professionals
Texas
$2K – – –
PA
241
Parallel Advisors
California
$2K +$2.24K +27 New
TAM
242
Tucker Asset Management
Colorado
$1.08K +$1.08K +13 New
GWM
243
Geneos Wealth Management
Colorado
$1K -$15.4K -186 -93%
MA
244
Montag & Associates
Georgia
$1K – – –
MHR
245
Matthew Hamilton Rosenberg
$1K +$580 +7 New
TFA
246
Transamerica Financial Advisors
Florida
$1K +$829 +10 New
Allianz Asset Management
247
Allianz Asset Management
Germany
– -$32.1M -358,645 Closed
TCM
248
Tradewinds Capital Management
Washington
– -$7.79M -87,373 Closed
VAFP
249
Vahanian & Associates Financial Planning
New York
– -$2.9M -32,483 Closed
FF
250
Financial Futures
New Jersey
– -$2.74M -30,685 Closed