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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
351
Darwin Wealth Management
Florida
$339
DFA
352
DHJJ Financial Advisors
Illinois
$84
NC
353
NewSquare Capital
Pennsylvania
$84
Bank of Nova Scotia
354
Bank of Nova Scotia
Ontario, Canada
-$34M -399,700 Closed
OPAM
355
Ocean Park Asset Management
California
-$30.3M -356,700 Closed
RWA
356
Redhawk Wealth Advisors
Minnesota
-$9.32M -109,694 Closed
FF
357
Friedenthal Financial
New Jersey
-$4.42M -51,972 Closed
FSA
358
Financial Sense Advisors
California
-$4.19M -49,309 Closed
QAM
359
Q3 Asset Management
Michigan
-$4.02M -47,278 Closed
CFIM
360
Client First Investment Management
Wisconsin
-$3.62M -42,595 Closed
FHB
361
First Hawaiian Bank
Hawaii
-$3.47M -40,871 Closed
RL
362
Retireful LLC
Michigan
-$2.11M -24,849 Closed
DFCM
363
Dark Forest Capital Management
Puerto Rico
-$1.36M -15,990 Closed
CWM
364
Calamos Wealth Management
Illinois
-$875K -10,300 Closed
SG Americas Securities
365
SG Americas Securities
New York
-$544K -6,402 Closed
CFGS
366
Concourse Financial Group Securities
Alabama
-$408K -4,657 Closed
Creative Planning
367
Creative Planning
Kansas
-$393K -4,621 Closed
LWM
368
Liberty Wealth Management
California
-$365K -4,406 Closed
RF
369
RHS Financial
California
-$280K -3,290 Closed
KWA
370
Kingswood Wealth Advisors
California
-$268K -3,158 Closed
FWM
371
FLP Wealth Management
Arkansas
-$236K -2,783 Closed
SWA
372
Stratos Wealth Advisors
Ohio
-$218K -2,562 Closed
SAW
373
Signal Advisors Wealth
Michigan
-$216K -2,541 Closed
SG
374
StoneX Group
New York
-$213K -2,509 Closed
IAIM
375
International Assets Investment Management
Florida
-$204K -2,398 Closed