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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPBTD
76
Central Pacific Bank - Trust Division
Hawaii
$2.37M +$2.36M +30,190 New
FHB
77
First Hawaiian Bank
Hawaii
$2.34M +$2.33M +29,763 New
KAS
78
Kestra Advisory Services
Texas
$2.33M +$1.57M +20,058 +209%
RL
79
Retireful LLC
Michigan
$2.13M -$918K -11,746 -30%
PWM
80
Provident Wealth Management
Tennessee
$2.13M -$117K -1,493 -5%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$2.09M +$1.85M +23,632 +857%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$2.01M +$80.1K +1,024 +4%
OC
83
Oppenheimer & Co
New York
$1.89M -$117K -1,494 -6%
MA
84
Mutual Advisors
Nebraska
$1.88M +$1.26M +16,075 +215%
TI
85
Tidal Investments
Wisconsin
$1.88M +$24.2K +310 +1%
Mariner
86
Mariner
Kansas
$1.86M +$407K +5,200 +28%
AWS
87
Atria Wealth Solutions
New York
$1.79M -$156K -1,992 -8%
KFI
88
Key Financial Inc
Pennsylvania
$1.75M -$20.1K -257 -1%
AWM
89
Axxcess Wealth Management
California
$1.65M -$97.9K -1,252 -6%
KIM
90
Kestra Investment Management
Texas
$1.64M +$1.63M +20,849 New
PPWM
91
Perissos Private Wealth Management
Oklahoma
$1.62M +$401K +5,128 +33%
AI
92
Atria Investments
North Carolina
$1.57M -$218K -2,790 -12%
FRA
93
FFG Retirement Advisors
Colorado
$1.49M +$931K +11,912 +170%
TWM
94
TSA Wealth Management
Texas
$1.48M -$94.6K -1,210 -6%
PWP
95
Pursue Wealth Partners
California
$1.39M
DFCM
96
Dark Forest Capital Management
Puerto Rico
$1.37M +$284K +3,633 +26%
CW
97
CreativeOne Wealth
Kansas
$1.36M -$1.91M -24,480 -59%
SW
98
SteelPeak Wealth
California
$1.36M +$152K +1,940 +13%
PVM
99
Palogic Value Management
Texas
$1.34M +$16.1K +206 +1%
ACM
100
Anfield Capital Management
California
$1.34M +$433K +5,544 +48%