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iShares Convertible Bond ETF

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