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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIG
276
Brooklyn Investment Group
New York
$304K +$81.2K +785 +36%
SFS
277
Sowell Financial Services
Arkansas
$285K -$17.9K -173 -6%
AF
278
Allworth Financial
California
$284K -$42.1K -407 -13%
BIG
279
Brookwood Investment Group
Arizona
$284K -$19.1K -185 -6%
William Blair & Company
280
William Blair & Company
Illinois
$281K -$20.2K -195 -7%
WAS
281
Westco Advisory Services
New York
$278K +$283K +2,733 New
LWA
282
Lifelong Wealth Advisors
Minnesota
$274K +$36.5K +353 +15%
KWA
283
Kingswood Wealth Advisors
California
$272K +$277K +2,675 New
BPA
284
Beacon Pointe Advisors
California
$272K +$277K +2,674 New
SPIA
285
Steward Partners Investment Advisory
New York
$271K -$138K -1,331 -33%
BWA
286
BCU Wealth Advisors
Illinois
$268K -$16.6K -160 -6%
JIR
287
James Investment Research
Ohio
$267K – – –
WIA
288
World Investment Advisors
California
$267K -$164K -1,581 -38%
BAM
289
Belpointe Asset Management
Nevada
$262K – – –
SHIM
290
Stone House Investment Management
Pennsylvania
$262K -$253K -2,448 -49%
SFG
291
Sovereign Financial Group
Connecticut
$261K +$1.14K +11 +0.4%
BWMG
292
Barnes Wealth Management Group
California
$261K -$30.7K -297 -10%
FFG
293
Frisch Financial Group
New York
$260K +$264K +2,553 New
OWA
294
One Wealth Advisors
California
$260K -$290K -2,799 -52%
FNBTCON
295
First National Bank & Trust Co of Newtown
Pennsylvania
$258K – – –
RIA
296
Regal Investment Advisors
Michigan
$257K -$299K -2,892 -53%
CWS
297
Cypress Wealth Services
California
$255K -$56.2K -543 -18%
BIA
298
Bigelow Investment Advisors
Maine
$252K -$22.4K -216 -8%
IEFM
299
IQ EQ Fund Management
Ireland
$252K – – –
EFG
300
Elevated Financial Group
Indiana
$252K -$65.7K -635 -20%