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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
226
McNaughton Wealth Management
California
$446K -$171K -1,656 -27%
MOS
227
MGO One Seven
Ohio
$445K +$51K +493 +13%
AP
228
Advisors Preferred
Maryland
$445K +$215K +2,075 +90%
P
229
&Partners
Tennessee
$431K -$383K -3,697 -47%
WP
230
WealthShield Partners
North Carolina
$431K -$409K -3,954 -48%
Creative Planning
231
Creative Planning
Kansas
$426K +$218K +2,110 +102%
WS
232
Wedbush Securities
California
$419K -$9.31K -90 -2%
CWM
233
Curtis Wealth Management
Nevada
$417K -$399K -3,855 -48%
FWA
234
FORM Wealth Advisors
Wisconsin
$416K +$1.03K +10 +0.2%
TF
235
Trek Financial
Arizona
$410K -$160K -1,546 -28%
BBA
236
Braun-Bostich & Associates
Pennsylvania
$408K -$3.93K -38 -0.9%
Wealthfront Advisers
237
Wealthfront Advisers
California
$406K +$38.1K +368 +10%
AFG
238
Atomi Financial Group
New York
$403K +$410K +3,961 New
PA
239
PFG Advisors
Arizona
$400K -$491K -4,742 -55%
TC
240
Town Capital
Maryland
$377K +$383K +3,701 New
CP
241
Creekside Partners
California
$375K +$382K +3,687 New
QL
242
Quarry LP
New York
$369K +$376K +3,630 New
GSEP
243
Golden State Equity Partners
California
$369K +$375K +3,624 New
RSWM
244
Robertson Stephens Wealth Management
California
$363K -$3.52K -34 -0.9%
CA
245
Centennial Advisors
Texas
$362K +$368K +3,560 New
SC
246
Scotia Capital
Ontario, Canada
$362K +$368K +3,553 New
CIA
247
Concurrent Investment Advisors
Florida
$361K +$126K +1,220 +52%
BHWM
248
Bay Harbor Wealth Management
Maryland
$356K -$370K -3,571 -50%
AWM
249
Alterna Wealth Management
Texas
$351K -$64K -618 -15%
WA
250
Wealth Alliance
New York
$351K +$96.5K +933 +37%