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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
276
StoneX Group
New York
$213K +$216K +2,509 New
PGF
277
Plan Group Financial
Oklahoma
$209K – – –
AWA
278
Arkadios Wealth Advisors
Georgia
$204K +$207K +2,406 New
IAIM
279
International Assets Investment Management
Florida
$204K +$206K +2,398 New
FHA
280
First Horizon Advisors
Tennessee
$195K +$65K +755 +49%
HI
281
Harbour Investments
Wisconsin
$188K +$49.7K +578 +35%
CLOS
282
Compagnie Lombard Odier SCmA
Switzerland
$175K – – –
PPFA
283
Provida Pension Fund Administrator
Chile
$170K – – –
EW
284
Element Wealth
Mississippi
$168K +$86 +1 +0.1%
HIA
285
Harbor Investment Advisory
Maryland
$153K – – –
CF
286
Centaurus Financial
California
$139K -$167K -1,943 -54%
PH
287
Pinnacle Holdings
Oklahoma
$129K +$130K +1,515 New
GSWM
288
Golden State Wealth Management
California
$118K +$120K +1,392 New
ACA
289
Aptus Capital Advisors
Alabama
$109K +$17K +197 +18%
DF
290
Dunhill Financial
United Kingdom
$108K +$430 +5 +0.4%
Wells Fargo
291
Wells Fargo
California
$96.8K +$41.1K +478 +72%
LFA
292
LGT Financial Advisors
Texas
$79.5K +$35.1K +408 +78%
EWP
293
Elevation Wealth Partners
California
$76.2K +$23.1K +268 +43%
AA
294
Ancora Advisors
Ohio
$63.6K – – –
MFS
295
Mattson Financial Services
Michigan
$63.1K -$1.21K -14 -2%
Franklin Resources
296
Franklin Resources
California
$61.6K +$62.4K +725 New
NB
297
NBT Bank
New York
$60.8K -$258 -3 -0.4%
CA
298
Continuum Advisory
Idaho
$49.1K +$9.47K +110 +24%
GM
299
GeoWealth Management
Illinois
$46.5K -$718K -8,340 -94%
EPW
300
Endeavor Private Wealth
Kansas
$44.8K +$45.4K +527 New