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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
301
Ancora Advisors
Ohio
$63.9K +$1.29K +15 +2%
VWWMG
302
Vermillion & White Wealth Management Group
Pennsylvania
$62.4K +$54.3K +629 +538%
NB
303
NBT Bank
New York
$56.4K -$3.54K -41 -6%
CA
304
Continuum Advisory
Idaho
$50.8K +$2.5K +29 +5%
FFA
305
Founders Financial Alliance
North Carolina
$42.5K +$86 +1 +0.2%
SS
306
Sunbelt Securities
Texas
$42K +$18.7K +217 +76%
AWM
307
Abound Wealth Management
Tennessee
$41.5K +$42.9K +497 New
AFS
308
Anderson Financial Strategies
Ohio
$38.6K +$39.8K +461 New
SWM
309
Spire Wealth Management
Virginia
$38.2K +$431 +5 +1%
SFA
310
Semmax Financial Advisors
North Carolina
$37.3K +$3.36K +39 +10%
HPC
311
HM Payson & Co
Maine
$35.6K – – –
CIA
312
Cape Investment Advisory
Georgia
$29.7K +$19.3K +224 +171%
PA
313
PSI Advisors
Florida
$29.5K +$1.47K +17 +5%
CRFG
314
Columbia River Financial Group
Washington
$29K +$30.4K +352 New
WPA
315
Wealth Preservation Advisors
Tennessee
$28.9K +$29.8K +346 New
WB
316
Webster Bank
Connecticut
$26.2K +$5.95K +69 +28%
WFA
317
Wells Financial Advisors
Massachusetts
$25.5K – – –
RWS
318
Retirement Wealth Solutions
Wisconsin
$20.1K – – –
OSAM
319
O'Shaughnessy Asset Management
Connecticut
$19.4K +$690 +8 +4%
AF
320
Advisornet Financial
Minnesota
$18.3K -$173 -2 -0.9%
BCMLT
321
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.5K -$3.19K -37 -18%
UBS AM
322
UBS AM
Illinois
$14.5K +$14.9K +173 New
T
323
Transce3nd
Texas
$13.7K -$345 -4 -2%
CCM
324
Coldstream Capital Management
Washington
$13.5K +$14K +162 New
Citigroup
325
Citigroup
New York
$13.2K +$9.49K +110 +229%