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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
251
Csenge Advisory Group
Florida
$294K +$7.33K +78 +3%
MWM
252
Meridian Wealth Management
Kentucky
$290K -$752 -8 -0.3%
AWM
253
Alterna Wealth Management
Texas
$290K +$273K +2,901 New
FWP
254
Firethorn Wealth Partners
Georgia
$284K +$22.6K +240 +9%
SFS
255
Sowell Financial Services
Arkansas
$283K -$376 -4 -0.1%
VHAM
256
Van Hulzen Asset Management
California
$279K +$6.11K +65 +2%
BIA
257
Bigelow Investment Advisors
Maine
$279K -$3.48K -37 -1%
1CP
258
17 Capital Partners
Arizona
$277K +$32.9K +350 +14%
GRP
259
Global Retirement Partners
California
$273K +$30.1K +320 +13%
BWA
260
BCU Wealth Advisors
Illinois
$271K -$7.14K -76 -3%
CCAL
261
City Center Advisors LLC
Michigan
$271K +$4.61K +49 +2%
CF
262
Centaurus Financial
California
$271K +$98.8K +1,051 +63%
CWS
263
Cypress Wealth Services
California
$271K -$1.03K -11 -0.4%
BWMG
264
Barnes Wealth Management Group
California
$270K -$35.1K -373 -12%
JIR
265
James Investment Research
Ohio
$263K +$1.79K +19 +0.7%
AR
266
Apeiron RIA
Texas
$262K +$244K +2,595 New
BAM
267
Belpointe Asset Management
Nevada
$258K -$33.2K -353 -12%
FNBTCON
268
First National Bank & Trust Co of Newtown
Pennsylvania
$254K
SWP
269
ShoreHaven Wealth Partners
New Jersey
$254K -$19.6K -208 -8%
Wells Fargo
270
Wells Fargo
California
$249K -$28.9K -307 -11%
RF
271
RHS Financial
California
$244K -$138K -1,465 -38%
FHC
272
First Heartland Consultants
Missouri
$236K +$11.5K +122 +5%
CAM
273
Cobblestone Asset Management
Virginia
$234K +$220K +2,343 New
TWP
274
Triad Wealth Partners
Kansas
$230K -$1.11M -11,765 -84%
BAS
275
Brueske Advisory Services
Washington
$228K -$1.97K -21 -0.9%