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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
226
Orion Portfolio Solutions
Nebraska
$359K +$35.5K +413 +11%
ML
227
McAdam LLC
Pennsylvania
$349K -$47.9K -557 -12%
TFGT
228
TS Financial Group (TSFG)
Illinois
$346K +$153K +1,779 +78%
HWAM
229
Hennion & Walsh Asset Management
New Jersey
$343K +$65.9K +766 +23%
Baird Financial Group
230
Baird Financial Group
Wisconsin
$306K +$310K +3,606 New
Lido Advisors
231
Lido Advisors
California
$306K +$17.1K +199 +6%
RSWM
232
Robertson Stephens Wealth Management
California
$303K – – –
BIA
233
Bigelow Investment Advisors
Maine
$300K -$82.5K -959 -21%
EFG
234
Ehrlich Financial Group
California
$299K +$54.7K +636 +22%
GAM
235
Gotham Asset Management
New York
$299K – – –
FFN
236
Focus Financial Network
Minnesota
$298K +$60.9K +708 +25%
P
237
&Partners
Tennessee
$293K -$1.64K -19 -0.6%
CAG
238
Csenge Advisory Group
Florida
$293K -$68.2K -792 -19%
FAIM
239
Financial Advocates Investment Management
Washington
$286K -$4.08M -47,436 -93%
IWA
240
Icon Wealth Advisors
Texas
$283K +$24.7K +287 +9%
RF
241
RHS Financial
California
$280K -$223K -2,594 -44%
CAM
242
Clark Asset Management
New Hampshire
$277K +$281K +3,264 New
PTC
243
Private Trust Company
Ohio
$275K +$22K +256 +9%
BWA
244
BCU Wealth Advisors
Illinois
$275K +$65K +755 +30%
CFG
245
Citizens Financial Group
Rhode Island
$275K – – –
KFSC
246
Keystone Financial Services (Colorado)
Colorado
$274K +$14.6K +170 +6%
CWS
247
Cypress Wealth Services
California
$269K +$53.8K +625 +25%
KWA
248
Kingswood Wealth Advisors
California
$268K +$272K +3,158 New
TC
249
TownSquare Capital
Utah
$268K +$35.7K +415 +15%
BWMG
250
Barnes Wealth Management Group
California
$268K +$271K +3,149 New