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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
276
Coppell Advisory Solutions
Texas
$12.1K +$11.6K +145 New
FWA
277
FSC Wealth Advisors
New York
$11.1K
WT
278
Whittier Trust
California
$10.9K
WB
279
Webster Bank
Connecticut
$10.4K +$3.13K +39 +46%
RCM
280
Raleigh Capital Management
North Carolina
$10.1K +$1.2K +15 +14%
VWWMG
281
Vermillion & White Wealth Management Group
Pennsylvania
$9.79K +$1.28K +16 +16%
LIS
282
Legacy Investment Solutions
Idaho
$9.2K +$8.51K +106 New
LWMI
283
Legacy Wealth Management (Idaho)
Idaho
$9.2K +$8.51K +106 New
CIA
284
Cape Investment Advisory
Georgia
$8.62K
FGA
285
Fortis Group Advisors
New Jersey
$8.53K
PWMG
286
Prestige Wealth Management Group
New Jersey
$8.12K -$26M -324,229 -100%
MG
287
Mather Group
Illinois
$8.03K +$1.77K +22 +30%
PA
288
Parallel Advisors
California
$6.28K -$5.06K -63 -46%
GWM
289
Geneos Wealth Management
Colorado
$5.86K
PNC Financial Services Group
290
PNC Financial Services Group
Pennsylvania
$4.69K +$4.5K +56 New
JIP
291
Jaffetilchin Investment Partners
Florida
$4.4K +$4.25K +53 New
Citigroup
292
Citigroup
New York
$4.18K -$1.04K -13 -21%
BONH
293
Bank of New Hampshire
New Hampshire
$2.76K
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$2.03K
VWM
295
Venturi Wealth Management
Texas
$1.59K -$321 -4 -17%
BNP Paribas Financial Markets
296
BNP Paribas Financial Markets
France
$1.09K +$1.04K +13 New
OC
297
Oarsman Capital
Wisconsin
$1K +$963 +12 New
CAM
298
Creekmur Asset Management
Illinois
$497
DWM
299
Darwin Wealth Management
Florida
$335 +$321 +4 New
BAM
300
Belpointe Asset Management
Nevada
$208 +$161 +2 New