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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
226
Mariner
Kansas
$262K +$276K +3,809 New
TPWA
227
TRUE Private Wealth Advisors
Oregon
$257K -$104K -1,434 -28%
MLA
228
My Legacy Advisors
Oregon
$256K +$271K +3,737 New
AG
229
Ascent Group
Virginia
$243K +$249K +3,443 New
MYIA
230
Mount Yale Investment Advisors
Colorado
$242K -$89.8K -1,240 -26%
CFG
231
Cooper Financial Group
California
$238K -$94.4K -1,303 -27%
GRP
232
Global Retirement Partners
California
$236K -$84.4K -1,165 -26%
WWM
233
Western Wealth Management
Colorado
$225K -$18.5K -256 -7%
CCA
234
Catalyst Capital Advisors
New York
$224K +$17.4K +240 +8%
Creative Planning
235
Creative Planning
Kansas
$223K -$5.72K -79 -2%
EFS
236
Econ Financial Services
Pennsylvania
$222K +$233K +3,215 New
DI
237
Disciplined Investments
Oklahoma
$220K -$14.2K -196 -6%
BCI
238
Brinker Capital Investments
Pennsylvania
$220K +$231K +3,187 New
AWA
239
Acorn Wealth Advisors
Michigan
$219K -$41.5K -573 -15%
FRA
240
Front Row Advisors
California
$215K – – –
KWM
241
Keebeck Wealth Management
Illinois
$215K +$226K +3,121 New
PFGIA
242
Patriot Financial Group Insurance Agency
Massachusetts
$207K +$41K +566 +23%
APW
243
Aurora Private Wealth
New Jersey
$204K -$2.54K -35 -1%
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$204K +$107K +1,472 +98%
WHCI
245
W.H. Cornerstone Investments
Massachusetts
$201K +$210K +2,894 New
SC
246
Sierra Capital
Florida
$187K +$1.01K +14 +0.5%
WB
247
Webster Bank
Connecticut
$181K – – –
SBL
248
Sargent Bickham Lagudis
Colorado
$173K – – –
GFPC
249
Global Financial Private Client
Florida
$158K +$81.7K +1,128 +100%
HIA
250
Harbor Investment Advisory
Maryland
$155K -$580 -8 -0.4%