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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
76
Atria Wealth Solutions
New York
$1.97M +$355K +4,545 +23%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$1.96M -$1.06M -13,552 -36%
TI
78
Tidal Investments
Wisconsin
$1.88M +$363K +4,644 +24%
SSA
79
Schonfeld Strategic Advisors
New York
$1.83M +$95.4K +1,222 +6%
AI
80
Atria Investments
North Carolina
$1.82M +$467K +5,980 +36%
NA
81
NewEdge Advisors
Louisiana
$1.82M +$446K +5,708 +33%
KFI
82
Key Financial Inc
Pennsylvania
$1.79M
AWM
83
Axxcess Wealth Management
California
$1.77M -$207K -2,653 -11%
AG
84
Ascent Group
Virginia
$1.7M +$119K +1,529 +8%
TWM
85
TSA Wealth Management
Texas
$1.6M +$1.56M +19,980 New
Mariner
86
Mariner
Kansas
$1.47M +$81.6K +1,045 +6%
PWP
87
Pursue Wealth Partners
California
$1.41M
PVM
88
Palogic Value Management
Texas
$1.35M +$203K +2,597 +18%
CAAS
89
Capital Asset Advisory Services
Michigan
$1.34M -$24.7K -317 -2%
AAS
90
Avantax Advisory Services
Texas
$1.31M -$140K -1,797 -10%
MWM
91
Modera Wealth Management
New Jersey
$1.27M -$158K -2,028 -11%
PPWM
92
Perissos Private Wealth Management
Oklahoma
$1.23M +$1.2M +15,417 New
SW
93
SteelPeak Wealth
California
$1.23M +$1.2M +15,358 New
AF
94
Allworth Financial
California
$1.21M -$10.6K -136 -0.9%
HWM
95
Hohimer Wealth Management
Washington
$1.2M -$2.34K -30 -0.2%
EFS
96
Econ Financial Services
Pennsylvania
$1.12M -$830K -10,626 -43%
US Bancorp
97
US Bancorp
Minnesota
$1.1M +$973K +12,468 +931%
DFCM
98
Dark Forest Capital Management
Puerto Rico
$1.1M -$2.12M -27,219 -66%
CIAS
99
CFS Investment Advisory Services
New Jersey
$1.09M +$1.06M +13,635 New
HA
100
Herold Advisors
New York
$993K -$9.37K -120 -1%