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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EI
351
EFG International
$50K +$50.8K +491 New
TWC
352
TD Waterhouse Canada
Ontario, Canada
$48.5K +$49K +474 New
PRAG
353
Portfolio Resources Advisor Group
Florida
$47.6K -$25.3K -244 -34%
VR
354
Vision Retirement
New Jersey
$47.4K -$38.7K -374 -45%
HPC
355
HM Payson & Co
Maine
$43.4K – – –
DWP
356
Destiny Wealth Partners
Florida
$42.3K +$43K +416 New
SS
357
Sunbelt Securities
Texas
$39K +$103 +1 +0.3%
SIS
358
Sound Income Strategies
Florida
$38.6K – – –
MG
359
Mather Group
Illinois
$36K +$36.6K +354 New
AF
360
Advisornet Financial
Minnesota
$33.8K -$931 -9 -3%
EWA
361
EverSource Wealth Advisors
Alabama
$28.5K -$4.35K -42 -13%
OWA
362
Opal Wealth Advisors
New York
$28.1K +$28.6K +276 New
SGK
363
Steigerwald Gordon & Koch
Virginia
$26K – – –
CAN
364
Capital Advisor Network
Indiana
$24.8K +$25.3K +244 New
RF
365
Rossby Financial
Florida
$23.6K +$23.8K +230 New
MWA
366
Merkkuri Wealth Advisors
New York
$20.2K +$20.6K +199 New
CT
367
Clearstead Trust
Maine
$18.8K – – –
GM
368
GeoWealth Management
Illinois
$16.7K +$17K +164 New
CIAS
369
Capital Investment Advisory Services
North Carolina
$15.8K – – –
SWM
370
Spire Wealth Management
Virginia
$15.4K -$16.5K -159 -51%
PWPS
371
Pinnacle Wealth Planning Services
Ohio
$12.7K – – –
UBS AM
372
UBS AM
Illinois
$12.7K +$12.9K +125 New
RWS
373
Retirement Wealth Solutions
Wisconsin
$10.9K -$11.7K -113 -51%
LWMI
374
Legacy Wealth Management (Idaho)
Idaho
$10.8K – – –
LFG
375
Larson Financial Group
Missouri
$10.7K – – –