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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
251
Clark Asset Management
New Hampshire
$317K -$4.32K -43 -1%
CWM
252
Calamos Wealth Management
Illinois
$317K +$323K +3,218 New
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$315K – – –
AF
254
Allworth Financial
California
$315K -$20K -199 -6%
CAM
255
Cobblestone Asset Management
Virginia
$308K +$78.8K +784 +33%
IWA
256
Icon Wealth Advisors
Texas
$306K +$117K +1,160 +60%
EFG
257
Elevated Financial Group
Indiana
$306K +$312K +3,106 New
QIM
258
Quest Investment Management
Oregon
$306K – – –
CAG
259
Csenge Advisory Group
Florida
$302K +$13.2K +131 +4%
CWS
260
Cypress Wealth Services
California
$300K +$34.2K +340 +13%
BIG
261
Brookwood Investment Group
Arizona
$293K +$88.3K +879 +42%
SFS
262
Sowell Financial Services
Arkansas
$292K +$14.4K +143 +5%
William Blair & Company
263
William Blair & Company
Illinois
$291K -$8.95K -89 -3%
GWM
264
Greenline Wealth Management
Florida
$289K +$295K +2,931 New
SFGM
265
Stonebridge Financial Group (Missouri)
Missouri
$289K +$295K +2,931 New
1CP
266
17 Capital Partners
Arizona
$289K +$16.6K +165 +6%
CCAL
267
City Center Advisors LLC
Michigan
$288K +$21.1K +210 +8%
MWM
268
Meridian Wealth Management
Kentucky
$286K +$402 +4 +0.1%
BWMG
269
Barnes Wealth Management Group
California
$282K +$16.9K +168 +6%
BWA
270
BCU Wealth Advisors
Illinois
$275K +$7.84K +78 +3%
AIM
271
Archer Investment Management
Texas
$272K +$278K +2,763 New
FWP
272
Firethorn Wealth Partners
Georgia
$271K -$9.15K -91 -3%
BIA
273
Bigelow Investment Advisors
Maine
$265K -$10.1K -100 -4%
DF
274
Daviman Financial
Indiana
$261K +$266K +2,646 New
WAP
275
Wealthcare Advisory Partners
Pennsylvania
$259K +$264K +2,631 New