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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
101
Burt Wealth Advisors
Maryland
$508K -$123K -1,220 -19%
PWMG
102
Prestige Wealth Management Group
New Jersey
$504K +$26.4K +262 +5%
MA
103
Mutual Advisors
Nebraska
$445K +$449K +4,465 New
IWN
104
Independent Wealth Network
Iowa
$426K +$416K +4,135 New
APA
105
American Portfolios Advisors
New York
$415K -$1.2M -11,922 -74%
CLOS
106
Compagnie Lombard Odier SCmA
Switzerland
$413K +$65.4K +650 +19%
PG
107
Prostatis Group
Maryland
$409K -$20.7K -206 -5%
AAS
108
Avantax Advisory Services
Texas
$408K -$15.4K -153 -4%
FFN
109
Focus Financial Network
Minnesota
$401K -$241K -2,399 -37%
CW
110
CreativeOne Wealth
Kansas
$400K +$127K +1,266 +46%
CQS
111
Credential Qtrade Securities
$393K +$163K +1,620 +70%
KWM
112
Kingsview Wealth Management
Oregon
$389K +$179K +1,780 +84%
FCA
113
FinTrust Capital Advisors
South Carolina
$387K +$390K +3,878 New
IA
114
Insight Advisors
Pennsylvania
$374K +$302 +3 +0.1%
TF
115
Trek Financial
Arizona
$367K -$19.1K -190 -5%
RI
116
Ridgewood Investments
New Jersey
$367K +$31.4K +312 +9%
UBS Group
117
UBS Group
Switzerland
$363K +$364K +3,617 +18,085%
LSA
118
Lion Street Advisors
Texas
$355K +$361K +3,587 New
BCV
119
Banque Cantonale Vaudoise
Switzerland
$351K +$136K +1,348 +62%
Creative Planning
120
Creative Planning
Kansas
$347K
KAS
121
Kestra Advisory Services
Texas
$346K +$56.1K +557 +19%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$342K -$18.6K -185 -5%
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$308K -$11.1K -110 -3%
FRA
124
Front Row Advisors
California
$307K
LWAC
125
Laurel Wealth Advisors (California)
California
$297K +$19.2K +191 +7%