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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
251
Able Wealth Management
New Jersey
$289K +$298K +3,455 New
GAM
252
Gotham Asset Management
New York
$287K -$7.76K -90 -3%
FAIM
253
Financial Advocates Investment Management
Washington
$284K +$3.11K +36 +1%
BWA
254
BCU Wealth Advisors
Illinois
$280K +$10.3K +119 +4%
BWMG
255
Barnes Wealth Management Group
California
$274K +$11.6K +134 +4%
CAM
256
Clark Asset Management
New Hampshire
$273K – – –
SFS
257
Sowell Financial Services
Arkansas
$271K +$280K +3,246 New
CFG
258
Citizens Financial Group
Rhode Island
$270K – – –
P
259
&Partners
Tennessee
$268K -$17.9K -207 -6%
PTC
260
Private Trust Company
Ohio
$268K -$2.5K -29 -0.9%
Bank of Montreal
261
Bank of Montreal
Ontario, Canada
$266K +$12.1K +140 +5%
TC
262
TownSquare Capital
Utah
$266K +$2.33K +27 +0.9%
Lido Advisors
263
Lido Advisors
California
$266K -$36.3K -421 -12%
BIA
264
Bigelow Investment Advisors
Maine
$265K -$31.1K -360 -10%
KWM
265
Keebeck Wealth Management
Illinois
$259K +$23.1K +268 +9%
FRA
266
Front Row Advisors
California
$256K +$9.92K +115 +4%
CA
267
Calton & Associates
Florida
$256K +$690 +8 +0.3%
MLA
268
My Legacy Advisors
Oregon
$256K +$264K +3,061 New
AWM
269
Aprio Wealth Management
Georgia
$253K +$261K +3,030 New
AWA
270
Arkadios Wealth Advisors
Georgia
$251K +$51.2K +594 +25%
MWM
271
Meridian Wealth Management
Kentucky
$245K -$6.64K -77 -3%
BAM
272
Belpointe Asset Management
Nevada
$245K +$253K +2,933 New
Wells Fargo
273
Wells Fargo
California
$240K +$149K +1,727 +152%
William Blair & Company
274
William Blair & Company
Illinois
$233K -$24.9K -289 -9%
AWM
275
Alterna Wealth Management
Texas
$233K +$16.1K +187 +7%