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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
51
Horst & Graben Wealth Management
Oregon
$3.39M -$925K -12,770 -21%
HWM
52
Hohimer Wealth Management
Washington
$3.18M -$413K -5,702 -11%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$3.09M +$1.37M +18,894 +73%
T
54
TCWP
Ohio
$3.04M -$603K -8,325 -16%
SAS
55
Sanford Advisory Services
Michigan
$3.02M -$2.92M -40,256 -48%
AWM
56
Aspire Wealth Management
Massachusetts
$3M +$56.9K +786 +2%
IWC
57
Integrated Wealth Concepts
Massachusetts
$2.95M +$182K +2,507 +6%
UBS Group
58
UBS Group
Switzerland
$2.88M -$683K -9,431 -18%
LL
59
LPWM LLC
Minnesota
$2.87M +$92.4K +1,275 +3%
IDA
60
Intelligence Driven Advisers
California
$2.84M -$1.14M -15,804 -28%
CIAS
61
CFS Investment Advisory Services
New Jersey
$2.8M -$1.44M -19,861 -33%
NA
62
NewEdge Advisors
Louisiana
$2.76M -$1.67M -23,117 -37%
AI
63
Atria Investments
North Carolina
$2.73M -$1.6M -22,094 -36%
BFG
64
Baron Financial Group
New Jersey
$2.68M +$2.82M +38,925 New
IWA
65
Icon Wealth Advisors
Texas
$2.54M +$2.67M +36,832 New
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$2.47M +$64.1K +885 +3%
HFA
67
High Falls Advisors
New York
$2.45M -$1.18M -16,264 -31%
FANJ
68
Financial Architects (New Jersey)
New Jersey
$2.44M +$2.57M +35,462 New
SFO
69
Stokes Family Office
Louisiana
$2.42M +$376K +5,190 +17%
PWM
70
Provident Wealth Management
Tennessee
$2.31M -$69K -953 -3%
SHIM
71
Stone House Investment Management
Pennsylvania
$2.25M -$93.5K -1,291 -4%
BRWA
72
B. Riley Wealth Advisors
Florida
$2.21M -$717K -9,897 -24%
SHJ
73
Sharkey, Howes & Javer
Colorado
$2.18M -$982K -13,560 -30%
SW
74
SteelPeak Wealth
California
$2.14M -$899K -12,415 -29%
BFG
75
Buttonwood Financial Group
Missouri
$2.1M -$413K -5,697 -15%