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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SB
276
Strategic Blueprint
Georgia
– -$592K -8,519 Closed
SWP
277
ShoreHaven Wealth Partners
New Jersey
– -$583K -8,391 Closed
FHA
278
First Horizon Advisors
Tennessee
– -$558K -8,035 Closed
RJT
279
Raymond James Trust
Florida
– -$533K -7,673 Closed
MFA
280
Mayflower Financial Advisors
Massachusetts
– -$518K -7,459 Closed
RIA
281
Regal Investment Advisors
Michigan
– -$467K -6,723 Closed
Baird Financial Group
282
Baird Financial Group
Wisconsin
– -$454K -6,538 Closed
KWS
283
Keystone Wealth Services
California
– -$413K -5,952 Closed
AWE
284
Avidian Wealth Enterprises
Texas
– -$404K -5,820 Closed
WEG
285
World Equity Group
Illinois
– -$390K -5,612 Closed
FWP
286
Firethorn Wealth Partners
Georgia
– -$383K -5,509 Closed
CF
287
Centaurus Financial
California
– -$376K -5,417 Closed
PCA
288
Prosperity Capital Advisors
Ohio
– -$372K -5,348 Closed
BWM
289
Baystate Wealth Management
Massachusetts
– -$353K -5,079 Closed
SPAS
290
Spectrum Planning & Advisory Services
California
– -$341K -4,909 Closed
IA
291
IFG Advisory
Georgia
– -$331K -4,766 Closed
FRA
292
FFG Retirement Advisors
Colorado
– -$328K -4,726 Closed
KWM
293
Keebeck Wealth Management
Illinois
– -$326K -4,698 Closed
WIM
294
WealthPlan Investment Management
Nebraska
– -$329K -4,430 Closed
SWA
295
Stratos Wealth Advisors
Ohio
– -$293K -4,218 Closed
TCA
296
Transcend Capital Advisors
New Jersey
– -$270K -3,880 Closed
LF
297
Lantz Financial
Illinois
– -$264K -3,801 Closed
BCI
298
Brinker Capital Investments
Pennsylvania
– -$259K -3,729 Closed
SA
299
Stewardship Advisors
Pennsylvania
– -$258K -3,708 Closed
CFG
300
Cooper Financial Group
California
– -$254K -3,663 Closed