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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
326
MAI Capital Management
Ohio
$10.5K +$10.6K +123 New
VWWMG
327
Vermillion & White Wealth Management Group
Pennsylvania
$9.94K – – –
PNC Financial Services Group
328
PNC Financial Services Group
Pennsylvania
$9.84K +$5.16K +60 +107%
MG
329
Mather Group
Illinois
$9.43K +$1.29K +15 +16%
LIS
330
Legacy Investment Solutions
Idaho
$9.31K – – –
LWMI
331
Legacy Wealth Management (Idaho)
Idaho
$9.31K – – –
FGA
332
Fortis Group Advisors
New Jersey
$8.67K – – –
PPC
333
Park Place Capital
Alabama
$7.9K -$14.7K -171 -65%
GWM
334
Geneos Wealth Management
Colorado
$5.95K – – –
TC
335
Truvestments Capital
Florida
$4.42K +$4.47K +52 New
Citigroup
336
Citigroup
New York
$4.08K -$172 -2 -4%
CAWM
337
Capital A Wealth Management
Pennsylvania
$3.14K +$3.18K +37 New
Q1WB
338
Quest 10 Wealth Builders
Virginia
$2.97K +$3.01K +35 New
BONH
339
Bank of New Hampshire
New Hampshire
$2.8K – – –
VWM
340
Venturi Wealth Management
Texas
$2.13K +$516 +6 +32%
PSFG
341
Park Square Financial Group
Georgia
$2.13K +$2.15K +25 New
GWANC
342
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.27K +$1.29K +15 New
OC
343
Oarsman Capital
Wisconsin
$1.02K – – –
MWA
344
Medallion Wealth Advisors
Connecticut
$765 +$775 +9 New
CAM
345
Creekmur Asset Management
Illinois
$383 -$86 -1 -17%
DWM
346
Darwin Wealth Management
Florida
$339 – – –
Fidelity Investments
347
Fidelity Investments
Massachusetts
$170 – – –
DFA
348
DHJJ Financial Advisors
Illinois
$85 – – –
HNB
349
Huntington National Bank
Ohio
$85 – – –
NC
350
NewSquare Capital
Pennsylvania
$85 +$86 +1 New