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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
301
Founders Financial Alliance
North Carolina
$46K +$171 +2 +0.4%
BCM
302
Boreal Capital Management
Florida
$45K +$42.9K +500 New
OSAM
303
O'Shaughnessy Asset Management
Connecticut
$41.1K +$19.2K +224 +97%
HPC
304
HM Payson & Co
Maine
$38.4K
SFA
305
Semmax Financial Advisors
North Carolina
$34K -$5.23K -61 -14%
CIA
306
Cape Investment Advisory
Georgia
$31.8K -$171 -2 -0.6%
WB
307
Webster Bank
Connecticut
$29.6K +$1.29K +15 +5%
AF
308
Advisornet Financial
Minnesota
$28.5K +$8.4K +98 +45%
SS
309
Sunbelt Securities
Texas
$24.2K -$18.6K -217 -43%
T
310
Transce3nd
Texas
$22.4K +$7.29K +85 +52%
SWM
311
Spire Wealth Management
Virginia
$21.8K -$18.4K -215 -47%
OLVIG
312
Oliver Lagore Vanvalin Investment Group
Michigan
$19.4K +$19.9K +232 New
CT
313
Clearstead Trust
Maine
$16.7K +$15.9K +185 New
WFA
314
Wells Financial Advisors
Massachusetts
$15.8K -$11.1K -130 -43%
BCMLT
315
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.8K +$86 +1 +0.6%
CIAS
316
Capital Investment Advisory Services
North Carolina
$14K
PA
317
Parallel Advisors
California
$13.7K
RWS
318
Retirement Wealth Solutions
Wisconsin
$13.7K -$7.54K -88 -37%
LWMI
319
Legacy Wealth Management (Idaho)
Idaho
$9.55K
LIS
320
Legacy Investment Solutions
Idaho
$9.55K +$9.09K +106 New
LFG
321
Larson Financial Group
Missouri
$9.46K
FGA
322
Fortis Group Advisors
New Jersey
$9.19K
WT
323
Whittier Trust
California
$9.01K -$2.57K -30 -23%
MCM
324
MAI Capital Management
Ohio
$8.83K
Q1WB
325
Quest 10 Wealth Builders
Virginia
$7.03K -$1.37K -16 -17%