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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
351
HM Payson & Co
Maine
$43.4K
DWP
352
Destiny Wealth Partners
Florida
$42.3K +$43K +416 New
SS
353
Sunbelt Securities
Texas
$39K +$103 +1 +0.3%
SIS
354
Sound Income Strategies
Florida
$38.6K
MG
355
Mather Group
Illinois
$36K +$36.6K +354 New
AF
356
Advisornet Financial
Minnesota
$33.8K -$931 -9 -3%
EWA
357
EverSource Wealth Advisors
Alabama
$28.5K -$4.35K -42 -13%
OWA
358
Opal Wealth Advisors
New York
$28.1K +$28.6K +276 New
SGK
359
Steigerwald Gordon & Koch
Virginia
$26K
CAN
360
Capital Advisor Network
Indiana
$24.8K +$25.3K +244 New
RF
361
Rossby Financial
Florida
$23.6K +$23.8K +230 New
MWA
362
Merkkuri Wealth Advisors
New York
$20.2K +$20.6K +199 New
CT
363
Clearstead Trust
Maine
$18.8K
GM
364
GeoWealth Management
Illinois
$16.7K +$17K +164 New
CIAS
365
Capital Investment Advisory Services
North Carolina
$15.8K
SWM
366
Spire Wealth Management
Virginia
$15.4K -$16.5K -159 -51%
PWPS
367
Pinnacle Wealth Planning Services
Ohio
$12.7K
UBS AM
368
UBS AM
Illinois
$12.7K +$12.9K +125 New
RWS
369
Retirement Wealth Solutions
Wisconsin
$10.9K -$11.7K -113 -51%
LWMI
370
Legacy Wealth Management (Idaho)
Idaho
$10.8K
LFG
371
Larson Financial Group
Missouri
$10.7K
FGA
372
Fortis Group Advisors
New Jersey
$10.4K
APW
373
Aventura Private Wealth
Florida
$10.2K +$10.3K +100 New
Simplex Trading
374
Simplex Trading
Illinois
$10.2K +$10.3K +100 New
BONH
375
Bank of New Hampshire
New Hampshire
$9.47K +$6.21K +60 +182%