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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Calton & Associates
Florida
$328K +$49.6K +578 +19%
IWA
227
Icon Wealth Advisors
Texas
$324K -$86.5K -1,009 -22%
RSWM
228
Robertson Stephens Wealth Management
California
$321K
GAM
229
Gotham Asset Management
New York
$311K +$1.63K +19 +0.6%
Cerity Partners
230
Cerity Partners
New York
$304K -$322K -3,757 -53%
BAM
231
BOS Asset Management
Illinois
$300K -$189K -2,210 -40%
Qube Research & Technologies (QRT)
232
Qube Research & Technologies (QRT)
United Kingdom
$300K +$169K +1,969 +145%
KFSC
233
Keystone Financial Services (Colorado)
Colorado
$299K -$235K -2,738 -45%
P
234
&Partners
Tennessee
$294K +$6.52K +76 +2%
CAM
235
Clark Asset Management
New Hampshire
$294K
CFG
236
Citizens Financial Group
Rhode Island
$293K +$1.54K +18 +0.6%
Bank of Montreal
237
Bank of Montreal
Ontario, Canada
$289K +$1.54K +18 +0.6%
FRA
238
Front Row Advisors
California
$288K +$10.7K +125 +4%
MLA
239
My Legacy Advisors
Oregon
$287K +$8.06K +94 +3%
SPIA
240
Steward Partners Investment Advisory
New York
$283K -$189K -2,207 -41%
RIA
241
Regal Investment Advisors
Michigan
$277K -$156K -1,822 -37%
BWMG
242
Barnes Wealth Management Group
California
$277K -$18.3K -213 -6%
FAIM
243
Financial Advocates Investment Management
Washington
$272K -$154K -1,795 -53%
RWM
244
Revisor Wealth Management
Ohio
$271K +$256K +2,980 New
ACM
245
Absolute Capital Management
Pennsylvania
$270K -$60K -700 -19%
TCM
246
Traub Capital Management
Massachusetts
$267K +$254K +2,962 New
AWA
247
Arkadios Wealth Advisors
Georgia
$265K -$5.06K -59 -2%
BAM
248
Belpointe Asset Management
Nevada
$264K -$257 -3 -0.1%
IFG
249
Independent Financial Group
California
$263K +$250K +2,918 New
MWM
250
Meridian Wealth Management
Kentucky
$262K -$2.06K -24 -0.8%