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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
-$15.1M -216,646 Closed
Bank of New York Mellon
227
Bank of New York Mellon
New York
-$8.55M -123,071 Closed
MC
228
McMorgan & Co
California
-$7.54M -108,575 Closed
OIA
229
OneDigital Investment Advisors
Kansas
-$6.14M -88,403 Closed
JC
230
JB Capital
Connecticut
-$5.23M -75,294 Closed
CW
231
CreativeOne Wealth
Kansas
-$4.18M -60,201 Closed
GF
232
Gries Financial
Ohio
-$3.66M -52,708 Closed
HGWM
233
Horst & Graben Wealth Management
Oregon
-$3.47M -49,889 Closed
AI
234
Atria Investments
North Carolina
-$2.82M -40,591 Closed
CIAS
235
CFS Investment Advisory Services
New Jersey
-$2.79M -40,108 Closed
SFO
236
Stokes Family Office
Louisiana
-$2.56M -36,912 Closed
HFA
237
High Falls Advisors
New York
-$2.47M -35,612 Closed
SHIM
238
Stone House Investment Management
Pennsylvania
-$2.21M -31,760 Closed
SW
239
SteelPeak Wealth
California
-$2.15M -30,929 Closed
SA
240
Scarborough Advisors
Maryland
-$2.12M -30,588 Closed
Prudential Financial
241
Prudential Financial
New Jersey
-$2.02M -29,143 Closed
PFG
242
PAX Financial Group
Texas
-$1.92M -27,628 Closed
TWM
243
Tradition Wealth Management
Minnesota
-$1.91M -27,500 Closed
APW
244
Austin Private Wealth
Texas
-$1.79M -25,708 Closed
SHJ
245
Sharkey, Howes & Javer
Colorado
-$1.76M -25,311 Closed
SFS
246
Security Financial Services
Indiana
-$1.74M -25,033 Closed
CM
247
Columbus Macro
Pennsylvania
-$1.71M -24,579 Closed
CS
248
Comerica Securities
Michigan
-$1.58M -22,808 Closed
CWM
249
Calamos Wealth Management
Illinois
-$1.49M -21,500 Closed
OAP
250
One Advisory Partners
Kansas
-$1.47M -21,168 Closed