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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WW
76
Westshore Wealth
California
$1.03M -$454K -6,265 -31%
HPWA
77
Hall Private Wealth Advisors
North Carolina
$1.02M – – –
Mirae Asset Global Investments
78
Mirae Asset Global Investments
South Korea
$971K -$104K -1,440 -10%
HA
79
Herold Advisors
New York
$912K – – –
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$894K -$987K -13,630 -53%
AAS
81
Avantax Advisory Services
Texas
$865K -$519K -7,172 -38%
JP Morgan Chase
82
JP Morgan Chase
New York
$860K -$78.6K -1,086 -8%
DAS
83
Dynamic Advisor Solutions
Arizona
$845K +$297K +4,101 +54%
MA
84
Mutual Advisors
Nebraska
$811K +$424K +5,863 +110%
SSWM
85
Sheets Smith Wealth Management
North Carolina
$798K -$71.2K -984 -8%
AIC
86
Archer Investment Corporation
Indiana
$792K – – –
CLOS
87
Compagnie Lombard Odier SCmA
Switzerland
$760K – – –
ASN
88
Advisory Services Network
Georgia
$743K -$486K -6,713 -40%
RWPA
89
Richard W. Paul & Associates
Michigan
$712K +$709K +9,787 +51,511%
MFA
90
Millington Financial Advisors
Illinois
$699K -$16.9K -233 -2%
PAMG
91
Patton Albertson Miller Group
Tennessee
$694K -$99.5K -1,374 -13%
EP
92
Eudaimonia Partners
Tennessee
$692K +$690K +9,532 New
AWM
93
Axxcess Wealth Management
California
$655K -$19.3K -266 -3%
HI
94
Harbour Investments
Wisconsin
$647K -$208K -2,874 -24%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$645K -$87.9M -1,214,325 -99%
RF
96
RHS Financial
California
$642K -$33.1K -457 -5%
KAS
97
Kestra Advisory Services
Texas
$636K -$7.53M -103,954 -92%
WP
98
WealthSource Partners
California
$613K -$6.38M -88,180 -91%
WCM
99
Windsor Capital Management
Arizona
$610K +$99.7K +1,377 +20%
SWM
100
Scissortail Wealth Management
Oklahoma
$572K -$16.6K -229 -3%