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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
276
William Blair & Company
Illinois
$281K -$20.2K -195 -7%
WAS
277
Westco Advisory Services
New York
$278K +$283K +2,733 New
LWA
278
Lifelong Wealth Advisors
Minnesota
$274K +$36.5K +353 +15%
KWA
279
Kingswood Wealth Advisors
California
$272K +$277K +2,675 New
BPA
280
Beacon Pointe Advisors
California
$272K +$277K +2,674 New
SPIA
281
Steward Partners Investment Advisory
New York
$271K -$138K -1,331 -33%
BWA
282
BCU Wealth Advisors
Illinois
$268K -$16.6K -160 -6%
JIR
283
James Investment Research
Ohio
$267K
WIA
284
World Investment Advisors
California
$267K -$164K -1,581 -38%
BAM
285
Belpointe Asset Management
Nevada
$262K
SHIM
286
Stone House Investment Management
Pennsylvania
$262K -$253K -2,448 -49%
SFG
287
Sovereign Financial Group
Connecticut
$261K +$1.14K +11 +0.4%
BWMG
288
Barnes Wealth Management Group
California
$261K -$30.7K -297 -10%
FFG
289
Frisch Financial Group
New York
$260K +$264K +2,553 New
OWA
290
One Wealth Advisors
California
$260K -$290K -2,799 -52%
FNBTCON
291
First National Bank & Trust Co of Newtown
Pennsylvania
$258K
RIA
292
Regal Investment Advisors
Michigan
$257K -$299K -2,892 -53%
CWS
293
Cypress Wealth Services
California
$255K -$56.2K -543 -18%
BIA
294
Bigelow Investment Advisors
Maine
$252K -$22.4K -216 -8%
IEFM
295
IQ EQ Fund Management
Ireland
$252K
EFG
296
Elevated Financial Group
Indiana
$252K -$65.7K -635 -20%
LWM
297
Liberty Wealth Management
California
$243K -$240K -2,320 -49%
KFSC
298
Keystone Financial Services (Colorado)
Colorado
$243K -$185K -1,791 -43%
GA
299
Goldstein Advisors
Wisconsin
$240K +$12.4K +120 +5%
DWAM
300
Duncan Williams Asset Management
Tennessee
$239K -$171K -1,648 -41%