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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
276
Baird Financial Group
Wisconsin
$253K -$191K -1,901 -43%
SFG
277
Sovereign Financial Group
Connecticut
$252K +$257K +2,557 New
CA
278
Chatterton & Associates
California
$251K +$256K +2,545 New
FNBTCON
279
First National Bank & Trust Co of Newtown
Pennsylvania
$250K
CWP
280
Cyndeo Wealth Partners
Florida
$249K -$266K -2,651 -51%
WA
281
Wealth Alliance
New York
$248K +$253K +2,515 New
AAP
282
Arax Advisory Partners
Colorado
$244K +$249K +2,475 New
IEFM
283
IQ EQ Fund Management
Ireland
$243K +$248K +2,472 New
PWM
284
Parkway Wealth Management
Texas
$238K +$243K +2,415 New
RA
285
RFG Advisory
Alabama
$233K +$27.2K +271 +13%
LWA
286
Lifelong Wealth Advisors
Minnesota
$230K +$235K +2,339 New
TWP
287
Tyche Wealth Partners
Texas
$230K +$235K +2,336 New
AP
288
Advisors Preferred
Maryland
$229K -$313K -3,117 -58%
CIA
289
Concurrent Investment Advisors
Florida
$229K +$234K +2,326 New
KWM
290
Keebeck Wealth Management
Illinois
$226K +$18.3K +182 +9%
HI
291
Harbour Investments
Wisconsin
$223K +$67.4K +671 +42%
GA
292
Goldstein Advisors
Wisconsin
$221K +$22K +219 +11%
BIG
293
Brooklyn Investment Group
New York
$218K +$221K +2,203 New
LA
294
Latitude Advisors
Florida
$218K +$223K +2,215 New
CAM
295
Concorde Asset Management
Michigan
$217K +$222K +2,205 New
TCM
296
Traub Capital Management
Massachusetts
$214K -$78.9K -785 -27%
Creative Planning
297
Creative Planning
Kansas
$204K -$188K -1,874 -47%
MWM
298
Modern Wealth Management
Kansas
$204K +$208K +2,069 New
LAA
299
Liberty Atlantic Advisors
Texas
$202K +$206K +2,053 New
TW
300
Towerpoint Wealth
California
$201K +$205K +2,044 New