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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFG
251
Range Financial Group
Oregon
$264K +$267K +3,104 New
GRP
252
Global Retirement Partners
California
$264K +$118K +1,367 +79%
William Blair & Company
253
William Blair & Company
Illinois
$261K +$49.5K +575 +23%
CA
254
Calton & Associates
Florida
$260K +$263K +3,057 New
Bank of Montreal
255
Bank of Montreal
Ontario, Canada
$259K +$3.1K +36 +1%
MWM
256
Meridian Wealth Management
Kentucky
$256K -$3.01K -35 -1%
GWP
257
Gen-Wealth Partners
Michigan
$253K +$91.9K +1,068 +56%
VHAM
258
Van Hulzen Asset Management
California
$252K -$516 -6 -0.2%
FRA
259
Front Row Advisors
California
$251K +$29.1K +338 +13%
KWM
260
Keebeck Wealth Management
Illinois
$240K +$243K +2,827 New
CAM
261
Cobblestone Asset Management
Virginia
$239K +$242K +2,808 New
FWM
262
FLP Wealth Management
Arkansas
$236K +$240K +2,783 New
SA
263
Sovran Advisors
California
$236K +$238K +2,771 New
CAM
264
Concorde Asset Management
Michigan
$229K +$232K +2,694 New
FWP
265
Firethorn Wealth Partners
Georgia
$227K +$9.64K +112 +4%
PWA
266
Provenance Wealth Advisors
Florida
$227K – – –
FRA
267
FFG Retirement Advisors
Colorado
$225K -$2.28M -26,488 -91%
FNBTCON
268
First National Bank & Trust Co of Newtown
Pennsylvania
$224K – – –
JIR
269
James Investment Research
Ohio
$221K – – –
AWM
270
Alterna Wealth Management
Texas
$221K -$143K -1,658 -39%
CA
271
Claro Advisors
Massachusetts
$220K +$223K +2,590 New
SWA
272
Stratos Wealth Advisors
Ohio
$218K +$220K +2,562 New
HHRDM
273
H&H Retirement Design & Management
Nevada
$216K +$213K +2,476 New
SAW
274
Signal Advisors Wealth
Michigan
$216K +$219K +2,541 New
AWM
275
Avior Wealth Management
Nebraska
$215K – – –