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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
Continuum Advisory
Idaho
$144K +$137K +1,185 New
OSAM
327
O'Shaughnessy Asset Management
Connecticut
$137K +$23.9K +206 +22%
CAL
328
Capital Analysts LLC
Pennsylvania
$131K -$564K -4,865 -82%
BHWM
329
Bay Harbor Wealth Management
Maryland
$131K -$281K -2,426 -69%
Wells Fargo
330
Wells Fargo
California
$129K -$460K -3,966 -79%
TFGT
331
TS Financial Group (TSFG)
Illinois
$118K -$282K -2,429 -71%
HFS
332
Hantz Financial Services
Michigan
$115K +$348 +3 +0.3%
MWM
333
Mosley Wealth Management
California
$113K -$412K -3,553 -79%
AW
334
Avion Wealth
Texas
$113K +$108K +932 New
EWP
335
Elevation Wealth Partners
California
$111K +$232 +2 +0.2%
IA
336
IFG Advisory
Georgia
$111K -$16.2K -140 -13%
TWC
337
TD Waterhouse Canada
Ontario, Canada
$107K +$46.4K +400 +84%
DF
338
Dunhill Financial
United Kingdom
$104K -$12.4K -107 -11%
HNB
339
Huntington National Bank
Ohio
$92.5K – – –
LAS
340
Lloyd Advisory Services
Georgia
$86.5K -$61.1K -527 -43%
EWM
341
Evolution Wealth Management
Florida
$84.7K – – –
PWMG
342
Prestige Wealth Management Group
New Jersey
$78.4K -$34.4M -296,945 -100%
BTI
343
Blue Trust Inc
Georgia
$75.9K -$146K -1,262 -67%
CIA
344
Cape Investment Advisory
Georgia
$67.2K +$64K +552 New
BCM
345
Boreal Capital Management
Florida
$60.9K +$58K +500 New
SIM
346
Synergy Investment Management
Florida
$58.3K -$587K -5,067 -91%
VR
347
Vision Retirement
New Jersey
$54.4K -$2.2K -19 -4%
HPC
348
HM Payson & Co
Maine
$51.9K – – –
EI
349
EFG International
$41K -$17.8K -154 -31%
AF
350
Advisornet Financial
Minnesota
$34.5K -$5.68K -49 -15%