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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