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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
326
O'Shaughnessy Asset Management
Connecticut
$137K +$23.9K +206 +22%
CAL
327
Capital Analysts LLC
Pennsylvania
$131K -$564K -4,865 -82%
BHWM
328
Bay Harbor Wealth Management
Maryland
$131K -$281K -2,426 -69%
Wells Fargo
329
Wells Fargo
California
$129K -$460K -3,966 -79%
TFGT
330
TS Financial Group (TSFG)
Illinois
$118K -$282K -2,429 -71%
HFS
331
Hantz Financial Services
Michigan
$115K +$348 +3 +0.3%
MWM
332
Mosley Wealth Management
California
$113K -$412K -3,553 -79%
AW
333
Avion Wealth
Texas
$113K +$108K +932 New
EWP
334
Elevation Wealth Partners
California
$111K +$232 +2 +0.2%
IA
335
IFG Advisory
Georgia
$111K -$16.2K -140 -13%
TWC
336
TD Waterhouse Canada
Ontario, Canada
$107K +$46.4K +400 +84%
DF
337
Dunhill Financial
United Kingdom
$104K -$12.4K -107 -11%
HNB
338
Huntington National Bank
Ohio
$92.5K
LAS
339
Lloyd Advisory Services
Georgia
$86.5K -$61.1K -527 -43%
EWM
340
Evolution Wealth Management
Florida
$84.7K
PWMG
341
Prestige Wealth Management Group
New Jersey
$78.4K -$34.4M -296,945 -100%
BTI
342
Blue Trust Inc
Georgia
$75.9K -$146K -1,262 -67%
CIA
343
Cape Investment Advisory
Georgia
$67.2K +$64K +552 New
BCM
344
Boreal Capital Management
Florida
$60.9K +$58K +500 New
SIM
345
Synergy Investment Management
Florida
$58.3K -$587K -5,067 -91%
VR
346
Vision Retirement
New Jersey
$54.4K -$2.2K -19 -4%
HPC
347
HM Payson & Co
Maine
$51.9K
EI
348
EFG International
$41K -$17.8K -154 -31%
AF
349
Advisornet Financial
Minnesota
$34.5K -$5.68K -49 -15%
GWP
350
Gen-Wealth Partners
Michigan
$32.9K -$129K -1,112 -80%