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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
376
Medallion Wealth Advisors
Connecticut
$887
RWPA
377
Richard W. Paul & Associates
Michigan
$788 -$804 -8 -50%
GWM
378
Gilpin Wealth Management
Colorado
$788 +$804 +8 New
Russell Investments Group
379
Russell Investments Group
United Kingdom
$733
OA
380
Operose Advisors
Wisconsin
$699 +$704 +7 New
SAM
381
Smartleaf Asset Management
Massachusetts
$692
HIC
382
Hamrick Investment Counsel
Washington
$690 +$704 +7 New
PSFG
383
Park Square Financial Group
Georgia
$255
IAIM
384
International Assets Investment Management
Florida
$197 +$201 +2 New
DFA
385
DHJJ Financial Advisors
Illinois
$99
OPAM
386
Ocean Park Asset Management
California
-$22M -219,900 Closed
Renaissance Technologies
387
Renaissance Technologies
New York
-$6.81M -68,100 Closed
ECA
388
Elevation Capital Advisory
Oregon
-$5.63M -56,277 Closed
HFA
389
Hershey Financial Advisers
Pennsylvania
-$4.46M -44,537 Closed
EC
390
Elequin Capital
New York
-$4.12M -41,194 Closed
National Bank of Canada
391
National Bank of Canada
Quebec, Canada
-$3.13M -31,300 Closed
Allianz Asset Management
392
Allianz Asset Management
Germany
-$2.7M -27,000 Closed
PCM
393
Prelude Capital Management
New York
-$2.05M -20,521 Closed
SAM
394
Synergy Asset Management
Washington
-$943K -10,470 Closed
TWP
395
Tempus Wealth Planning
California
-$596K -5,956 Closed
VA
396
VestGen Advisors
Illinois
-$406K -4,063 Closed
KWA
397
Kingswood Wealth Advisors
California
-$332K -3,319 Closed
AR
398
Apeiron RIA
Texas
-$262K -2,595 Closed
SWP
399
ShoreHaven Wealth Partners
New Jersey
-$254K -2,534 Closed
RF
400
RHS Financial
California
-$244K -2,434 Closed