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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
276
Financial Management Professionals
Texas
$2K – – –
APW
277
Axim Planning & Wealth
Ohio
$2K +$1.72K +23 New
MPWT
278
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.02K +27 New
UB
279
UMB Bank
Missouri
$2K +$2.47K +33 New
TAM
280
Tucker Asset Management
Colorado
$1.87K +$1.05K +14 +108%
MA
281
Montag & Associates
Georgia
$1K – – –
PPFA
282
Provida Pension Fund Administrator
Chile
– -$68.2M -812,000 Closed
BGDI
283
BW Gestao de Investimentos
Brazil
– -$29.2M -350,000 Closed
5L
284
55I LLC
Massachusetts
– -$18.9M -226,784 Closed
GM
285
GeoWealth Management
Illinois
– -$14.9M -179,034 Closed
WF
286
Wayfinding Financial
Washington
– -$2.78M -37,482 Closed
FANJ
287
Financial Architects (New Jersey)
New Jersey
– -$3.03M -36,360 Closed
CFGF
288
Compass Financial Group (Florida)
Florida
– -$2.67M -32,103 Closed
SL
289
Systelligence LLC
Minnesota
– -$2.48M -29,775 Closed
LGA
290
Lebenthal Global Advisors
New York
– -$2.19M -26,265 Closed
BWA
291
Burt Wealth Advisors
Maryland
– -$1.95M -23,353 Closed
WF
292
Williams Financial
Vermont
– -$1.81M -21,755 Closed
MCM
293
MV Capital Management
Maryland
– -$1.44M -17,268 Closed
OWA
294
Outlook Wealth Advisors
Texas
– -$859K -10,312 Closed
GF
295
Gries Financial
Ohio
– -$799K -9,591 Closed
SWM
296
Scissortail Wealth Management
Oklahoma
– -$660K -8,744 Closed
EP
297
Eudaimonia Partners
Tennessee
– -$676K -8,115 Closed
PWM
298
Perigon Wealth Management
California
– -$630K -7,557 Closed
Citadel Advisors
299
Citadel Advisors
Florida
– -$623K -7,481 Closed
AIP
300
Almanack Investment Partners
Pennsylvania
– -$579K -6,950 Closed