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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
276
William Blair & Company
Illinois
$309K -$26.3K -227 -8%
PA
277
Parallel Advisors
California
$296K +$14.3K +123 +5%
GSWM
278
Golden State Wealth Management
California
$293K +$64.7K +558 +30%
BPA
279
Beacon Pointe Advisors
California
$291K -$33.3K -287 -11%
MWM
280
McNaughton Wealth Management
California
$289K -$232K -2,002 -46%
FNBTCON
281
First National Bank & Trust Co of Newtown
Pennsylvania
$287K – – –
DWAM
282
Duncan Williams Asset Management
Tennessee
$286K – – –
FPAS
283
Focus Partners Advisor Solutions
Missouri
$285K +$464 +4 +0.2%
TC
284
Town Capital
Maryland
$279K -$163K -1,406 -38%
JC
285
JB Capital
Connecticut
$279K -$96.5K -833 -27%
ACM
286
Absolute Capital Management
Pennsylvania
$275K -$124K -1,071 -32%
BAM
287
BOS Asset Management
Illinois
$272K -$259K -2,235 -50%
SHJ
288
Sharkey, Howes & Javer
Colorado
$270K -$345K -2,980 -57%
TCM
289
Traub Capital Management
Massachusetts
$265K – – –
Betterment LLC
290
Betterment LLC
New York
$262K +$250K +2,156 New
HHRDM
291
H&H Retirement Design & Management
Nevada
$260K +$275K +2,375 New
BWA
292
BCU Wealth Advisors
Illinois
$258K -$58.8K -507 -19%
WP
293
WealthShield Partners
North Carolina
$254K -$249K -2,147 -51%
LWM
294
Liberty Wealth Management
California
$243K – – –
AWM
295
Able Wealth Management
New Jersey
$243K -$308K -2,656 -57%
PL
296
Plancorp LLC
Missouri
$242K +$241K +2,076 New
LAA
297
Liberty Atlantic Advisors
Texas
$239K -$8.69K -75 -4%
OMC
298
Overbrook Management Corp
New York
$239K +$228K +1,963 New
IA
299
Integrity Alliance
Iowa
$239K -$1.11M -9,606 -83%
EW
300
Element Wealth
Mississippi
$237K +$226K +1,946 New