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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LAA
301
Liberty Atlantic Advisors
Texas
$202K +$206K +2,053 New
TW
302
Towerpoint Wealth
California
$201K +$205K +2,044 New
IAS
303
Integrity Advisory Solutions
Texas
$201K -$2.81K -28 -1%
EFG
304
Ethos Financial Group
Pennsylvania
$200K +$204K +2,034 New
Citigroup
305
Citigroup
New York
$200K +$200K +1,985 +4,315%
DCM
306
Dorato Capital Management
Colorado
$190K +$186K +1,853 New
CF
307
Centaurus Financial
California
$185K -$83.4K -830 -31%
HIA
308
Harbor Investment Advisory
Maryland
$177K – – –
PA
309
Parallel Advisors
California
$176K +$165K +1,638 +1,078%
PH
310
Pinnacle Holdings
Oklahoma
$164K +$167K +1,663 New
CIA
311
Cape Investment Advisory
Georgia
$158K +$100K +995 +163%
CLOS
312
Compagnie Lombard Odier SCmA
Switzerland
$154K – – –
GSWM
313
Golden State Wealth Management
California
$136K +$603 +6 +0.4%
PFM
314
Phillips Financial Management
Indiana
$133K – – –
ACA
315
Aptus Capital Advisors
Alabama
$110K +$302 +3 +0.3%
DF
316
Dunhill Financial
United Kingdom
$109K – – –
HFS
317
Hantz Financial Services
Michigan
$92K +$603 +6 +0.6%
OSAM
318
O'Shaughnessy Asset Management
Connecticut
$89.6K +$15.5K +154 +20%
EWP
319
Elevation Wealth Partners
California
$89.5K +$402 +4 +0.4%
HNB
320
Huntington National Bank
Ohio
$86.2K – – –
VR
321
Vision Retirement
New Jersey
$82.7K +$84.4K +840 New
AA
322
Ancora Advisors
Ohio
$70.3K -$4.02K -40 -5%
PRAG
323
Portfolio Resources Advisor Group
Florida
$70.1K +$71.6K +712 New
EWM
324
Evolution Wealth Management
Florida
$69.2K +$70.7K +703 New
KFG
325
Kingdom Financial Group
Arizona
$64.2K +$65.4K +651 New