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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
226
Capital Analysts LLC
Pennsylvania
$369K +$11.1K +129 +3%
PK
227
Pflug Koory
Nebraska
$367K +$86 +1 +0%
SWP
228
ShoreHaven Wealth Partners
New Jersey
$367K -$3.54K -41 -0.9%
SPAS
229
Spectrum Planning & Advisory Services
California
$363K +$374K +4,340 New
GA
230
Goldstein Advisors
Wisconsin
$358K -$1.29K -15 -0.3%
CAM
231
Cobblestone Asset Management
Virginia
$350K +$119K +1,378 +49%
FFN
232
Focus Financial Network
Minnesota
$344K +$53.2K +617 +18%
ML
233
McAdam LLC
Pennsylvania
$337K -$6.38K -74 -2%
FWA
234
FORM Wealth Advisors
Wisconsin
$336K +$346K +4,015 New
DWAM
235
Duncan Williams Asset Management
Tennessee
$335K -$118K -1,371 -26%
BIG
236
Brookwood Investment Group
Arizona
$315K +$325K +3,771 New
Baird Financial Group
237
Baird Financial Group
Wisconsin
$310K +$9.06K +105 +3%
ACM
238
Absolute Capital Management
Pennsylvania
$309K -$51.8K -601 -14%
AIA
239
Acute Investment Advisory
Arizona
$309K -$1.09M -12,612 -77%
AWA
240
Arete Wealth Advisors
Illinois
$306K -$140K -1,619 -31%
RSWM
241
Robertson Stephens Wealth Management
California
$298K
RFG
242
Range Financial Group
Oregon
$297K +$38.6K +448 +14%
PIA
243
Pinion Investment Advisors
Kansas
$296K +$305K +3,538 New
EFG
244
Ehrlich Financial Group
California
$296K +$1.29K +15 +0.4%
CWS
245
Cypress Wealth Services
California
$295K +$30.8K +357 +11%
CAG
246
Csenge Advisory Group
Florida
$293K +$12.8K +148 +4%
SL
247
SWMG LLC
Texas
$290K +$297K +3,443 New
GWP
248
Gen-Wealth Partners
Michigan
$289K +$41.4K +480 +16%
AWM
249
Able Wealth Management
New Jersey
$289K +$298K +3,455 New
GAM
250
Gotham Asset Management
New York
$287K -$7.76K -90 -3%