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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIS
401
Advocate Investing Services
Maryland
$243 +$232 +2 New
IAIM
402
International Assets Investment Management
Florida
$239
DFA
403
DHJJ Financial Advisors
Illinois
$122
ADL
404
Asset Dedication LLC
California
$8
HFA
405
Hershey Financial Advisers
Pennsylvania
-$6.42M -63,082 Closed
AWAU
406
Alliance Wealth Advisors (Utah)
Utah
-$3.39M -33,332 Closed
PCM
407
Prelude Capital Management
New York
-$1.82M -17,910 Closed
WWA
408
WCG Wealth Advisors
Nevada
-$1.19M -11,664 Closed
IAA
409
Independent Advisor Alliance
North Carolina
-$946K -9,297 Closed
BFM
410
Boothbay Fund Management
New York
-$715K -7,020 Closed
BWM
411
BCGM Wealth Management
Indiana
-$657K -6,450 Closed
PPWM
412
Perissos Private Wealth Management
Oklahoma
-$639K -6,277 Closed
Susquehanna International Group
413
Susquehanna International Group
Pennsylvania
-$699K -6,028 Closed
TWP
414
Tempus Wealth Planning
California
-$563K -5,528 Closed
SFS
415
Security Financial Services
Indiana
-$557K -5,470 Closed
CA
416
Calton & Associates
Florida
-$454K -4,464 Closed
MOS
417
MGO One Seven
Ohio
-$445K -4,373 Closed
CWM
418
Curtis Wealth Management
Nevada
-$417K -4,095 Closed
BBA
419
Braun-Bostich & Associates
Pennsylvania
-$408K -4,012 Closed
PA
420
PFG Advisors
Arizona
-$400K -3,926 Closed
QL
421
Quarry LP
New York
-$369K -3,630 Closed
GSEP
422
Golden State Equity Partners
California
-$369K -3,624 Closed
WA
423
Wealth Alliance
New York
-$351K -3,448 Closed
SFC
424
Strategic Financial Concepts
Texas
-$343K -3,370 Closed
SWM
425
SigFig Wealth Management
California
-$339K -3,332 Closed