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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSFG
351
Park Square Financial Group
Georgia
$300 -$1.88K -20 -87%
DFA
352
DHJJ Financial Advisors
Illinois
$101 – – –
IWS
353
Insight Wealth Strategies
California
– -$21.9M -245,103 Closed
3F
354
360 Financial
Minnesota
– -$13.5M -150,298 Closed
FF
355
Friedenthal Financial
New Jersey
– -$4.29M -47,608 Closed
RL
356
Retireful LLC
Michigan
– -$1.8M -20,002 Closed
OMC
357
Overbrook Management Corp
New York
– -$1.59M -17,614 Closed
MWM
358
Modern Wealth Management
Kansas
– -$1.27M -14,063 Closed
Citadel Advisors
359
Citadel Advisors
Florida
– -$817K -9,065 Closed
HF
360
HRT Financial
New York
– -$659K -7,316 Closed
GS
361
GTS Securities
Florida
– -$552K -6,125 Closed
EFG
362
Ehrlich Financial Group
California
– -$262K -2,907 Closed
MYIA
363
Mount Yale Investment Advisors
Colorado
– -$234K -2,595 Closed
AWM
364
Avior Wealth Management
Nebraska
– -$215K -2,383 Closed
PWM
365
Prentice Wealth Management
New York
– -$211K -2,340 Closed
AIA
366
Acute Investment Advisory
Arizona
– -$207K -2,294 Closed
WIM
367
WealthPlan Investment Management
Nebraska
– -$206K -2,290 Closed
FWM
368
FLP Wealth Management
Arkansas
– -$203K -2,254 Closed
FAIM
369
Financial Advocates Investment Management
Washington
– -$272K -1,604 Closed
PWA
370
Provenance Wealth Advisors
Florida
– -$101K -1,121 Closed
T
371
Transce3nd
Texas
– -$22.4K -249 Closed
BCMLT
372
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$15.8K -175 Closed
TPWA
373
Twin Peaks Wealth Advisors
California
– -$4.09K -44 Closed
GWANC
374
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$1.35K -15 Closed
Jones Financial Companies
375
Jones Financial Companies
Missouri
– -$807 -9 Closed