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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
301
Towerpoint Wealth
California
$236K +$225K +1,941 New
PNAA
302
Pictet North America Advisors
Switzerland
$235K -$578K -4,989 -72%
EFG
303
Ethos Financial Group
Pennsylvania
$233K +$246K +2,121 New
PIA
304
Pinion Investment Advisors
Kansas
$231K -$1.37M -11,791 -86%
BWAM
305
Blue Water Asset Management
Michigan
$229K +$218K +1,880 New
SA
306
Scarborough Advisors
Maryland
$223K -$521K -4,493 -71%
RA
307
RFG Advisory
Alabama
$222K -$54.8K -473 -21%
HIA
308
Harbor Investment Advisory
Maryland
$219K
AIM
309
Archer Investment Management
Texas
$219K -$416K -3,591 -67%
BAM
310
Belpointe Asset Management
Nevada
$217K -$92K -794 -31%
HFRG
311
Houlihan Financial Resource Group
Virginia
$216K +$206K +1,775 New
FWP
312
Firethorn Wealth Partners
Georgia
$216K -$185K -1,595 -47%
SPIA
313
Steward Partners Investment Advisory
New York
$211K -$108K -929 -35%
BFS
314
BridgePort Financial Solutions
Iowa
$208K +$198K +1,711 New
LA
315
Latitude Advisors
Florida
$208K -$41.1K -355 -17%
AP
316
Americana Partners
Texas
$203K +$193K +1,666 New
OCM
317
Objective Capital Management
Ohio
$201K +$191K +1,652 New
TWP
318
Triad Wealth Partners
Kansas
$200K +$202K +1,742 New
EWA
319
EP Wealth Advisors
California
$200K +$190K +1,642 New
DCM
320
Dorato Capital Management
Colorado
$193K
IAS
321
IMA Advisory Services
Colorado
$171K +$163K +1,408 New
US Bancorp
322
US Bancorp
Minnesota
$166K -$2.55K -22 -2%
PFM
323
Phillips Financial Management
Indiana
$164K
KFG
324
Kingdom Financial Group
Arizona
$145K -$5.33K -46 -4%
CA
325
Continuum Advisory
Idaho
$144K +$137K +1,185 New