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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
76
Ascent Group
Virginia
$1.55M -$34.7K -469 -2%
TI
77
Tidal Investments
Wisconsin
$1.49M -$321K -4,334 -19%
AAS
78
Avantax Advisory Services
Texas
$1.43M +$378K +5,100 +39%
MWM
79
Modera Wealth Management
New Jersey
$1.41M -$139K -1,881 -9%
PWP
80
Pursue Wealth Partners
California
$1.39M
Mariner
81
Mariner
Kansas
$1.37M -$238K -3,214 -16%
CAAS
82
Capital Asset Advisory Services
Michigan
$1.36M -$321K -4,335 -20%
NA
83
NewEdge Advisors
Louisiana
$1.34M -$2.14M -28,923 -63%
AI
84
Atria Investments
North Carolina
$1.32M -$3.85M -52,038 -76%
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$1.32M +$501K +6,760 +67%
AF
86
Allworth Financial
California
$1.2M +$861K +11,624 +321%
HWM
87
Hohimer Wealth Management
Washington
$1.18M
AWM
88
AE Wealth Management
Kansas
$1.17M -$985K -13,306 -47%
PVM
89
Palogic Value Management
Texas
$1.12M +$108K +1,455 +11%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$1.12M +$109K +1,472 +12%
Mirae Asset Global Investments
91
Mirae Asset Global Investments
South Korea
$1.05M
NCM
92
Northwest Capital Management
Oregon
$1M -$75.5K -1,020 -7%
HA
93
Herold Advisors
New York
$987K
CAGAS
94
Capital Advisory Group Advisory Services
Minnesota
$946K -$20.1K -271 -2%
OWA
95
Outlook Wealth Advisors
Texas
$926K +$873K +11,787 New
AIC
96
Archer Investment Corporation
Indiana
$873K +$51K +689 +7%
CA
97
Cetera Advisors
Colorado
$863K -$141K -1,906 -15%
CAM
98
Concorde Asset Management
Michigan
$849K +$151K +2,043 New
C
99
Croban
Ohio
$822K +$716K +9,675 New
OFS
100
OneAscent Financial Services
Alabama
$811K -$3.75M -50,629 -83%