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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
226
VestGen Advisors
Illinois
$406K +$382K +4,063 New
DWAM
227
Duncan Williams Asset Management
Tennessee
$400K
Creative Planning
228
Creative Planning
Kansas
$395K +$6.49K +69 +2%
SPIA
229
Steward Partners Investment Advisory
New York
$374K +$55.8K +594 +19%
CA
230
Calton & Associates
Florida
$364K -$470 -5 -0.1%
RIA
231
Regal Investment Advisors
Michigan
$364K +$52.5K +558 +18%
TFGT
232
TS Financial Group (TSFG)
Illinois
$360K -$24.6K -262 -7%
RSWM
233
Robertson Stephens Wealth Management
California
$356K
LSA
234
Lion Street Advisors
Texas
$352K +$323K +3,434 New
GAM
235
Gotham Asset Management
New York
$345K
AF
236
Allworth Financial
California
$340K +$75K +798 +31%
FRA
237
Front Row Advisors
California
$339K +$18.8K +200 +6%
TVM
238
True Vision MN
Minnesota
$337K +$57.8K +615 +22%
KWA
239
Kingswood Wealth Advisors
California
$332K +$312K +3,319 New
CAM
240
Clark Asset Management
New Hampshire
$327K
PFS
241
Prospera Financial Services
Texas
$324K -$52K -553 -15%
CFG
242
Citizens Financial Group
Rhode Island
$323K -$1.69K -18 -0.6%
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$320K -$376 -4 -0.1%
KFSC
244
Keystone Financial Services (Colorado)
Colorado
$319K -$12.4K -132 -4%
RFG
245
Range Financial Group
Oregon
$314K +$25.1K +267 +9%
QIM
246
Quest Investment Management
Oregon
$311K +$292K +3,104 New
Qube Research & Technologies (QRT)
247
Qube Research & Technologies (QRT)
United Kingdom
$308K -$24.1K -256 -8%
William Blair & Company
248
William Blair & Company
Illinois
$305K +$29.8K +317 +12%
VA
249
Valmark Advisers
Ohio
$297K +$279K +2,973 New
TCM
250
Traub Capital Management
Massachusetts
$296K