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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NB
326
NBT Bank
New York
$61.2K -$101 -1 -1%
CIBC Private Wealth Group
327
CIBC Private Wealth Group
Georgia
$60.1K +$37.8K +376 +161%
PWAM
328
Private Wealth Asset Management
Iowa
$52K – – –
FFA
329
Founders Financial Alliance
North Carolina
$50.7K +$201 +2 +0.4%
VWWMG
330
Vermillion & White Wealth Management Group
Pennsylvania
$49.3K +$2.01K +20 +4%
BCM
331
Boreal Capital Management
Florida
$49.3K – – –
HPC
332
HM Payson & Co
Maine
$42K – – –
WB
333
Webster Bank
Connecticut
$41.9K +$8.74K +87 +26%
SIS
334
Sound Income Strategies
Florida
$38.8K +$9.45K +94 +33%
SS
335
Sunbelt Securities
Texas
$37.7K -$704 -7 -2%
SA
336
Strategic Advocates
Utah
$36.8K +$18.2K +181 +95%
AF
337
Advisornet Financial
Minnesota
$33.6K -$101 -1 -0.3%
EWA
338
EverSource Wealth Advisors
Alabama
$31.8K +$402 +4 +1%
SWM
339
Spire Wealth Management
Virginia
$30.5K +$1.61K +16 +5%
NCM
340
Northwest Capital Management
Oregon
$28.9K -$102K -1,018 -78%
SGK
341
Steigerwald Gordon & Koch
Virginia
$25.1K – – –
TAM
342
Tucker Asset Management
Colorado
$21.8K +$22.2K +221 New
RWS
343
Retirement Wealth Solutions
Wisconsin
$21.7K +$4.72K +47 +27%
CT
344
Clearstead Trust
Maine
$18.2K – – –
NA
345
Networth Advisors
Pennsylvania
$17.7K +$18.1K +180 New
WFA
346
Wells Financial Advisors
Massachusetts
$17.2K – – –
CIAS
347
Capital Investment Advisory Services
North Carolina
$15.3K – – –
IW
348
Imprint Wealth
South Carolina
$12.6K +$9.65K +96 +300%
PWPS
349
Pinnacle Wealth Planning Services
Ohio
$12.3K +$12.6K +125 New
LWMI
350
Legacy Wealth Management (Idaho)
Idaho
$10.4K – – –