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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
376
PNC Financial Services Group
Pennsylvania
$1.18K +$1.21K +12 New
RCM
377
Raleigh Capital Management
North Carolina
$923 – – –
MWA
378
Medallion Wealth Advisors
Connecticut
$887 – – –
RWPA
379
Richard W. Paul & Associates
Michigan
$788 -$804 -8 -50%
GWM
380
Gilpin Wealth Management
Colorado
$788 +$804 +8 New
Russell Investments Group
381
Russell Investments Group
United Kingdom
$733 – – –
OA
382
Operose Advisors
Wisconsin
$699 +$704 +7 New
SAM
383
Smartleaf Asset Management
Massachusetts
$692 – – –
HIC
384
Hamrick Investment Counsel
Washington
$690 +$704 +7 New
PSFG
385
Park Square Financial Group
Georgia
$255 – – –
IAIM
386
International Assets Investment Management
Florida
$197 +$201 +2 New
DFA
387
DHJJ Financial Advisors
Illinois
$99 – – –
OPAM
388
Ocean Park Asset Management
California
– -$22M -219,900 Closed
Renaissance Technologies
389
Renaissance Technologies
New York
– -$6.81M -68,100 Closed
ECA
390
Elevation Capital Advisory
Oregon
– -$5.63M -56,277 Closed
HFA
391
Hershey Financial Advisers
Pennsylvania
– -$4.46M -44,537 Closed
EC
392
Elequin Capital
New York
– -$4.12M -41,194 Closed
National Bank of Canada
393
National Bank of Canada
Quebec, Canada
– -$3.13M -31,300 Closed
Allianz Asset Management
394
Allianz Asset Management
Germany
– -$2.7M -27,000 Closed
PCM
395
Prelude Capital Management
New York
– -$2.05M -20,521 Closed
SAM
396
Synergy Asset Management
Washington
– -$943K -10,470 Closed
TWP
397
Tempus Wealth Planning
California
– -$596K -5,956 Closed
VA
398
VestGen Advisors
Illinois
– -$406K -4,063 Closed
KWA
399
Kingswood Wealth Advisors
California
– -$332K -3,319 Closed
AR
400
Apeiron RIA
Texas
– -$262K -2,595 Closed