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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
276
Allworth Financial
California
$229K -$1.05M -12,154 -82%
VHAM
277
Van Hulzen Asset Management
California
$227K -$21.2K -246 -8%
FWP
278
Firethorn Wealth Partners
Georgia
$227K +$3.8K +44 +2%
FHC
279
First Heartland Consultants
Missouri
$223K +$230K +2,670 New
PWA
280
Provenance Wealth Advisors
Florida
$223K – – –
SL
281
Sentinus LLC
Illinois
$221K +$228K +2,645 New
FNBTCON
282
First National Bank & Trust Co of Newtown
Pennsylvania
$220K – – –
JIR
283
James Investment Research
Ohio
$218K – – –
CA
284
Claro Advisors
Massachusetts
$216K -$949 -11 -0.4%
AWM
285
Avior Wealth Management
Nebraska
$212K – – –
CAM
286
Concorde Asset Management
Michigan
$208K -$12.6K -146 -5%
FHA
287
First Horizon Advisors
Tennessee
$206K +$15.1K +175 +8%
USCWA
288
U.S. Capital Wealth Advisors
Texas
$204K +$210K +2,440 New
HHRDM
289
H&H Retirement Design & Management
Nevada
$201K – – –
CLOS
290
Compagnie Lombard Odier SCmA
Switzerland
$172K – – –
HI
291
Harbour Investments
Wisconsin
$171K -$13.9K -161 -7%
CF
292
Centaurus Financial
California
$160K +$24.3K +282 +17%
HIA
293
Harbor Investment Advisory
Maryland
$150K – – –
GSWM
294
Golden State Wealth Management
California
$114K -$2.16K -25 -2%
Qube Research & Technologies (QRT)
295
Qube Research & Technologies (QRT)
United Kingdom
$114K +$117K +1,362 New
ACA
296
Aptus Capital Advisors
Alabama
$93.7K -$13.7K -159 -12%
DF
297
Dunhill Financial
United Kingdom
$92.5K -$14.7K -170 -13%
EWP
298
Elevation Wealth Partners
California
$75.2K +$173 +2 +0.2%
EWA
299
EverSource Wealth Advisors
Alabama
$72.6K +$49.2K +570 +191%
LFA
300
LGT Financial Advisors
Texas
$71.9K -$6.38K -74 -8%