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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
426
Chatterton & Associates
California
-$251K -2,545 Closed
CWP
427
Cyndeo Wealth Partners
Florida
-$249K -2,526 Closed
PWM
428
Parkway Wealth Management
Texas
-$238K -2,415 Closed
TWP
429
Tyche Wealth Partners
Texas
-$230K -2,336 Closed
CAM
430
Concorde Asset Management
Michigan
-$217K -2,205 Closed
MWM
431
Modern Wealth Management
Kansas
-$204K -2,069 Closed
TW
432
Towerpoint Wealth
California
-$201K -2,044 Closed
EFG
433
Ethos Financial Group
Pennsylvania
-$200K -2,034 Closed
PH
434
Pinnacle Holdings
Oklahoma
-$164K -1,663 Closed
CIA
435
Cape Investment Advisory
Georgia
-$158K -1,606 Closed
PWAM
436
Private Wealth Asset Management
Iowa
-$52K -528 Closed
VWWMG
437
Vermillion & White Wealth Management Group
Pennsylvania
-$49.3K -501 Closed
SA
438
Strategic Advocates
Utah
-$36.8K -372 Closed
NA
439
Networth Advisors
Pennsylvania
-$17.7K -180 Closed
WFA
440
Wells Financial Advisors
Massachusetts
-$17.2K -175 Closed
SAG
441
SageView Advisory Group
California
-$10.3K -105 Closed
SWM
442
SHP Wealth Management
Massachusetts
-$5.12K -52 Closed
TF
443
Tompkins Financial
New York
-$1.97K -20 Closed
PNC Financial Services Group
444
PNC Financial Services Group
Pennsylvania
-$1.18K -12 Closed
MWA
445
Medallion Wealth Advisors
Connecticut
-$887 -9 Closed
HIC
446
Hamrick Investment Counsel
Washington
-$690 -7 Closed
OA
447
Operose Advisors
Wisconsin
-$699 -7 Closed
Russell Investments Group
448
Russell Investments Group
United Kingdom
-$733 -7 Closed
SAM
449
Smartleaf Asset Management
Massachusetts
-$692 -7 Closed