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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
301
Harbour Investments
Wisconsin
$239K +$8.8K +85 +4%
SG
302
StoneX Group
New York
$238K +$242K +2,343 New
FPAS
303
Focus Partners Advisor Solutions
Missouri
$238K +$242K +2,341 New
PA
304
Parallel Advisors
California
$235K +$53.3K +515 +29%
RA
305
RFG Advisory
Alabama
$234K -$7.45K -72 -3%
IAS
306
Integrity Advisory Solutions
Texas
$226K +$19K +184 +9%
GWP
307
Gateway Wealth Partners
Wisconsin
$225K +$229K +2,212 New
XT
308
XTX Topco
Cayman Islands
$224K +$228K +2,204 New
I
309
INVST
Indiana
$223K -$321K -3,102 -59%
TCM
310
Traub Capital Management
Massachusetts
$222K
MC
311
Moors & Cabot
Massachusetts
$220K +$223K +2,158 New
MYIA
312
Mount Yale Investment Advisors
Colorado
$211K +$214K +2,071 New
LA
313
Latitude Advisors
Florida
$210K -$15.7K -152 -7%
TVM
314
True Vision MN
Minnesota
$210K -$218K -2,106 -51%
GS
315
GWN Securities
Florida
$209K +$213K +2,057 New
LAA
316
Liberty Atlantic Advisors
Texas
$208K -$1.34K -13 -0.6%
BTI
317
Blue Trust Inc
Georgia
$192K -$346K -3,341 -64%
GSWM
318
Golden State Wealth Management
California
$188K +$48.2K +466 +34%
HIA
319
Harbor Investment Advisory
Maryland
$183K
DCM
320
Dorato Capital Management
Colorado
$176K -$22.4K -216 -12%
CF
321
Centaurus Financial
California
$153K -$39.3K -380 -20%
US Bancorp
322
US Bancorp
Minnesota
$141K -$1.66M -16,072 -92%
GWP
323
Gen-Wealth Partners
Michigan
$141K -$195K -1,887 -58%
PFM
324
Phillips Financial Management
Indiana
$137K
KFG
325
Kingdom Financial Group
Arizona
$126K +$60.6K +586 +90%