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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFA
301
DHJJ Financial Advisors
Illinois
$79 – – –
HNB
302
Huntington National Bank
Ohio
$79 – – –
GEA
303
Glen Eagle Advisors
New Jersey
$11 – – –
FCC
304
Florin Court Capital
United Kingdom
– -$4.26M -53,311 Closed
ACP
305
Aveo Capital Partners
Colorado
– -$4.03M -51,731 Closed
BCM
306
Beaumont Capital Management
Massachusetts
– -$3.51M -43,946 Closed
CAGAS
307
Capital Advisory Group Advisory Services
Minnesota
– -$983K -12,316 Closed
CWM
308
Comprehensive Wealth Management
Washington
– -$645K -8,074 Closed
CWM
309
Calamos Wealth Management
Illinois
– -$635K -7,960 Closed
SWP
310
Stratos Wealth Partners
Ohio
– -$579K -7,247 Closed
WW
311
Westshore Wealth
California
– -$535K -6,700 Closed
HIM
312
Hanlon Investment Management
New Jersey
– -$522K -6,540 Closed
IP
313
Ignite Planners
California
– -$338K -4,245 Closed
TPWA
314
TRUE Private Wealth Advisors
Oregon
– -$329K -4,121 Closed
ES
315
Eagle Strategies
New York
– -$294K -3,684 Closed
Brown Advisory
316
Brown Advisory
Maryland
– -$232K -2,906 Closed
AT
317
American Trust
Kentucky
– -$221K -2,762 Closed
CWS
318
Cypress Wealth Services
California
– -$211K -2,642 Closed
MAWCM
319
Mine & Arao Wealth Creation & Management
California
– -$98.6K -1,235 Closed
JPWM
320
Jamison Private Wealth Management
Georgia
– -$75.8K -950 Closed
BCV
321
Banque Cantonale Vaudoise
Switzerland
– -$53K -670 Closed
AP
322
Advisors Preferred
Maryland
– -$25.6K -322 Closed
CIBC Private Wealth Group
323
CIBC Private Wealth Group
Georgia
– -$14.3K -180 Closed
TWD
324
True Wealth Design
Ohio
– -$4.39K -55 Closed
IGWM
325
ICA Group Wealth Management
Colorado
– -$3.91K -49 Closed