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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWC
226
Spectrum Wealth Counsel
Indiana
$375K -$8.02K -93 -2%
CIM
227
Cambria Investment Management
California
$375K +$387K +4,491 New
CAL
228
Capital Analysts LLC
Pennsylvania
$369K +$11.1K +129 +3%
PK
229
Pflug Koory
Nebraska
$367K +$86 +1 +0%
SWP
230
ShoreHaven Wealth Partners
New Jersey
$367K -$3.54K -41 -0.9%
SPAS
231
Spectrum Planning & Advisory Services
California
$363K +$374K +4,340 New
GA
232
Goldstein Advisors
Wisconsin
$358K -$1.29K -15 -0.3%
CAM
233
Cobblestone Asset Management
Virginia
$350K +$119K +1,378 +49%
FFN
234
Focus Financial Network
Minnesota
$344K +$53.2K +617 +18%
ML
235
McAdam LLC
Pennsylvania
$337K -$6.38K -74 -2%
FWA
236
FORM Wealth Advisors
Wisconsin
$336K +$346K +4,015 New
DWAM
237
Duncan Williams Asset Management
Tennessee
$335K -$118K -1,371 -26%
BIG
238
Brookwood Investment Group
Arizona
$315K +$325K +3,771 New
Baird Financial Group
239
Baird Financial Group
Wisconsin
$310K +$9.06K +105 +3%
ACM
240
Absolute Capital Management
Pennsylvania
$309K -$51.8K -601 -14%
AIA
241
Acute Investment Advisory
Arizona
$309K -$1.09M -12,612 -77%
AWA
242
Arete Wealth Advisors
Illinois
$306K -$140K -1,619 -31%
RSWM
243
Robertson Stephens Wealth Management
California
$298K – – –
RFG
244
Range Financial Group
Oregon
$297K +$38.6K +448 +14%
PIA
245
Pinion Investment Advisors
Kansas
$296K +$305K +3,538 New
EFG
246
Ehrlich Financial Group
California
$296K +$1.29K +15 +0.4%
CWS
247
Cypress Wealth Services
California
$295K +$30.8K +357 +11%
CAG
248
Csenge Advisory Group
Florida
$293K +$12.8K +148 +4%
SL
249
SWMG LLC
Texas
$290K +$297K +3,443 New
GWP
250
Gen-Wealth Partners
Michigan
$289K +$41.4K +480 +16%