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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
351
Medallion Wealth Advisors
Connecticut
$754 – – –
CAM
352
Creekmur Asset Management
Illinois
$379 – – –
DWM
353
Darwin Wealth Management
Florida
$339 – – –
DFA
354
DHJJ Financial Advisors
Illinois
$84 – – –
NC
355
NewSquare Capital
Pennsylvania
$84 – – –
Bank of Nova Scotia
356
Bank of Nova Scotia
Ontario, Canada
– -$34M -399,700 Closed
OPAM
357
Ocean Park Asset Management
California
– -$30.3M -356,700 Closed
RWA
358
Redhawk Wealth Advisors
Minnesota
– -$9.32M -109,694 Closed
FF
359
Friedenthal Financial
New Jersey
– -$4.42M -51,972 Closed
FSA
360
Financial Sense Advisors
California
– -$4.19M -49,309 Closed
QAM
361
Q3 Asset Management
Michigan
– -$4.02M -47,278 Closed
CFIM
362
Client First Investment Management
Wisconsin
– -$3.62M -42,595 Closed
FHB
363
First Hawaiian Bank
Hawaii
– -$3.47M -40,871 Closed
RL
364
Retireful LLC
Michigan
– -$2.11M -24,849 Closed
DFCM
365
Dark Forest Capital Management
Puerto Rico
– -$1.36M -15,990 Closed
CWM
366
Calamos Wealth Management
Illinois
– -$875K -10,300 Closed
SG Americas Securities
367
SG Americas Securities
New York
– -$544K -6,402 Closed
CFGS
368
Concourse Financial Group Securities
Alabama
– -$408K -4,657 Closed
Creative Planning
369
Creative Planning
Kansas
– -$393K -4,621 Closed
LWM
370
Liberty Wealth Management
California
– -$365K -4,406 Closed
RF
371
RHS Financial
California
– -$280K -3,290 Closed
KWA
372
Kingswood Wealth Advisors
California
– -$268K -3,158 Closed
FWM
373
FLP Wealth Management
Arkansas
– -$236K -2,783 Closed
SWA
374
Stratos Wealth Advisors
Ohio
– -$218K -2,562 Closed
SAW
375
Signal Advisors Wealth
Michigan
– -$216K -2,541 Closed