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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Modera Wealth Management
New Jersey
$1.47M -$33.9K -446 -2%
AG
77
Ascent Group
Virginia
$1.45M +$1.53M +20,183 New
PWP
78
Pursue Wealth Partners
California
$1.31M – – –
BCM
79
Beaumont Capital Management
Massachusetts
$1.27M +$1.3M +17,134 New
HWM
80
Hohimer Wealth Management
Washington
$1.12M -$402K -5,292 -26%
HPWA
81
Hall Private Wealth Advisors
North Carolina
$1.04M – – –
NCM
82
Northwest Capital Management
Oregon
$1.02M -$73.1K -961 -7%
Mirae Asset Global Investments
83
Mirae Asset Global Investments
South Korea
$992K – – –
AAS
84
Avantax Advisory Services
Texas
$971K +$152K +2,003 +18%
CA
85
Cetera Advisors
Colorado
$956K -$622K -8,177 -39%
PVM
86
Palogic Value Management
Texas
$951K +$293K +3,857 +43%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$944K +$58.9K +775 +6%
HA
88
Herold Advisors
New York
$932K – – –
CAGAS
89
Capital Advisory Group Advisory Services
Minnesota
$913K -$76.1K -1,001 -8%
IA
90
IFP Advisors
Florida
$818K +$319K +4,198 +62%
ASN
91
Advisory Services Network
Georgia
$784K -$3.35K -44 -0.4%
EP
92
Eudaimonia Partners
Tennessee
$778K +$7.91K +104 +1%
AIC
93
Archer Investment Corporation
Indiana
$774K -$38K -500 -5%
Envestnet Portfolio Solutions
94
Envestnet Portfolio Solutions
Illinois
$746K +$764K +10,055 New
CA
95
CoreCap Advisors
Michigan
$744K -$79K -1,039 -9%
WCM
96
Windsor Capital Management
Arizona
$742K +$58.8K +774 +8%
RWPA
97
Richard W. Paul & Associates
Michigan
$725K -$10.6K -140 -1%
ACM
98
Anfield Capital Management
California
$711K +$47.9K +630 +7%
KAS
99
Kestra Advisory Services
Texas
$686K +$199K +2,624 +40%
OBWG
100
Onyx Bridge Wealth Group
New York
$640K -$520K -6,843 -44%