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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
226
Provenance Wealth Advisors
Florida
$223K – – –
FNBTCON
227
First National Bank & Trust Co of Newtown
Pennsylvania
$220K – – –
FRA
228
Front Row Advisors
California
$219K -$43.3K -539 -17%
JIR
229
James Investment Research
Ohio
$218K -$11.2K -139 -5%
FWP
230
Firethorn Wealth Partners
Georgia
$214K +$205K +2,555 New
CWS
231
Cypress Wealth Services
California
$213K +$204K +2,542 New
AWM
232
Avior Wealth Management
Nebraska
$212K -$52.1K -649 -20%
William Blair & Company
233
William Blair & Company
Illinois
$209K +$321 +4 +0.2%
BWA
234
BCU Wealth Advisors
Illinois
$207K +$199K +2,478 New
PGF
235
Plan Group Financial
Oklahoma
$205K -$17.1K -213 -8%
SWC
236
Spectrum Wealth Counsel
Indiana
$205K +$5.38K +67 +3%
GA
237
Goldstein Advisors
Wisconsin
$203K +$195K +2,428 New
CAL
238
Capital Analysts LLC
Pennsylvania
$195K +$91.2K +1,136 +95%
TFGT
239
TS Financial Group (TSFG)
Illinois
$191K +$27.6K +344 +18%
CLOS
240
Compagnie Lombard Odier SCmA
Switzerland
$172K – – –
PPFA
241
Provida Pension Fund Administrator
Chile
$167K – – –
EW
242
Element Wealth
Mississippi
$165K -$3.13K -39 -2%
GWP
243
Gen-Wealth Partners
Michigan
$162K +$10.1K +126 +7%
Qube Research & Technologies (QRT)
244
Qube Research & Technologies (QRT)
United Kingdom
$156K +$562 +7 +0.4%
HIA
245
Harbor Investment Advisory
Maryland
$151K – – –
GRP
246
Global Retirement Partners
California
$145K +$71.6K +892 +106%
HI
247
Harbour Investments
Wisconsin
$137K +$9.96K +124 +8%
FHA
248
First Horizon Advisors
Tennessee
$129K +$25.2K +314 +26%
AP
249
Advisors Preferred
Maryland
$127K +$123K +1,531 New
DF
250
Dunhill Financial
United Kingdom
$106K +$321 +4 +0.3%