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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
301
Focused Wealth Management
New York
$4.86K +$4.92K +70 New
MPWT
302
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.87K +55 New
RBC
303
Romano Brothers & Co
Illinois
$2.22K +$2.25K +32 New
LS
304
Leelyn Smith
Illinois
$2.15K – – –
FAM
305
Family Asset Management
South Carolina
$2.08K +$2.11K +30 New
FMP
306
Financial Management Professionals
Texas
$2K – – –
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$1.39K -$37.3K -530 -96%
RWPA
308
Richard W. Paul & Associates
Michigan
$1.32K +$1.34K +19 New
AWM
309
Accel Wealth Management
Iowa
$1.25K – – –
CA
310
Centerpoint Advisors
Massachusetts
$1K +$1.13K +16 New
MWM
311
Mascoma Wealth Management
New Hampshire
$834 – – –
BHWM
312
Beaird Harris Wealth Management
Texas
$705 – – –
RWMH
313
Riverpoint Wealth Management Holdings
Illinois
$444 +$422 +6 New
FWA
314
Freedom Wealth Alliance
Wisconsin
$417 +$422 +6 New
TAM
315
Tucker Asset Management
Colorado
$416 -$422 -6 -50%
Fidelity Investments
316
Fidelity Investments
Massachusetts
$347 – – –
RPCA
317
Running Point Capital Advisors
California
$278 – – –
FF
318
Friedenthal Financial
New Jersey
– -$4.89M -71,014 Closed
PI
319
PFS Investments
Georgia
– -$4.65M -67,484 Closed
Verition Fund Management
320
Verition Fund Management
Connecticut
– -$4.09M -59,362 Closed
HWM
321
Hohimer Wealth Management
Washington
– -$3.18M -46,157 Closed
IDA
322
Intelligence Driven Advisers
California
– -$2.84M -39,831 Closed
TSA
323
Tri-Star Advisors
Texas
– -$1.59M -22,522 Closed
RA
324
RFG Advisory
Alabama
– -$1.5M -21,548 Closed
FNC
325
First National Corp
Massachusetts
– -$1.47M -21,350 Closed