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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
251
Traub Capital Management
Massachusetts
$296K – – –
CAG
252
Csenge Advisory Group
Florida
$294K +$7.33K +78 +3%
MWM
253
Meridian Wealth Management
Kentucky
$290K -$752 -8 -0.3%
AWM
254
Alterna Wealth Management
Texas
$290K +$273K +2,901 New
FWP
255
Firethorn Wealth Partners
Georgia
$284K +$22.6K +240 +9%
SFS
256
Sowell Financial Services
Arkansas
$283K -$376 -4 -0.1%
VHAM
257
Van Hulzen Asset Management
California
$279K +$6.11K +65 +2%
BIA
258
Bigelow Investment Advisors
Maine
$279K -$3.48K -37 -1%
1CP
259
17 Capital Partners
Arizona
$277K +$32.9K +350 +14%
GRP
260
Global Retirement Partners
California
$273K +$30.1K +320 +13%
BWA
261
BCU Wealth Advisors
Illinois
$271K -$7.14K -76 -3%
CCAL
262
City Center Advisors LLC
Michigan
$271K +$4.61K +49 +2%
CF
263
Centaurus Financial
California
$271K +$98.8K +1,051 +63%
CWS
264
Cypress Wealth Services
California
$271K -$1.03K -11 -0.4%
BWMG
265
Barnes Wealth Management Group
California
$270K -$35.1K -373 -12%
JIR
266
James Investment Research
Ohio
$263K +$1.79K +19 +0.7%
AR
267
Apeiron RIA
Texas
$262K +$244K +2,595 New
BAM
268
Belpointe Asset Management
Nevada
$258K -$33.2K -353 -12%
FNBTCON
269
First National Bank & Trust Co of Newtown
Pennsylvania
$254K – – –
SWP
270
ShoreHaven Wealth Partners
New Jersey
$254K -$19.6K -208 -8%
Wells Fargo
271
Wells Fargo
California
$249K -$28.9K -307 -11%
RF
272
RHS Financial
California
$244K -$138K -1,465 -38%
FHC
273
First Heartland Consultants
Missouri
$236K +$11.5K +122 +5%
CAM
274
Cobblestone Asset Management
Virginia
$234K +$220K +2,343 New
TWP
275
Triad Wealth Partners
Kansas
$230K -$1.11M -11,765 -84%