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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FLA
101
Financial Life Advisors
Texas
$1.36M +$1.38M +19,549 New
BFG
102
Buttonwood Financial Group
Missouri
$1.36M -$814K -11,568 -37%
FFWM
103
Future Financial Wealth Management
Ohio
$1.35M -$28.3K -402 -2%
AAS
104
Avantax Advisory Services
Texas
$1.33M +$273K +3,886 +26%
CSWG
105
Cardinal Strategic Wealth Guidance
Kentucky
$1.27M -$77.2K -1,097 -6%
CWM
106
Capital Wealth Management
Rhode Island
$1.24M +$218K +3,096 +21%
PWP
107
Pursue Wealth Partners
California
$1.23M
BHWM
108
Bay Harbor Wealth Management
Maryland
$1.19M +$5.07K +72 +0.4%
ASN
109
Advisory Services Network
Georgia
$1.18M -$20.8K -296 -2%
SWM
110
SigFig Wealth Management
California
$1.17M -$7.81K -111 -1%
OPS
111
Orion Portfolio Solutions
Nebraska
$1.16M +$105K +1,487 +10%
PFA
112
Pettinga Financial Advisors
Indiana
$1.13M -$200K -2,836 -15%
BCM
113
Brookstone Capital Management
Illinois
$1.1M +$31.1K +442 +3%
MFG
114
Merit Financial Group
Georgia
$1.1M +$141K +2,009 +15%
VHAM
115
Van Hulzen Asset Management
California
$1.05M -$915 -13 -0.1%
Mirae Asset Global Investments
116
Mirae Asset Global Investments
South Korea
$1.03M -$58.4K -830 -5%
CWM
117
Centurion Wealth Management
Virginia
$1.02M +$1.03M +14,613 New
TF
118
Trek Financial
Arizona
$996K +$86K +1,223 +9%
MWM
119
Merriman Wealth Management
Washington
$982K +$995K +14,142 New
HPWA
120
Hall Private Wealth Advisors
North Carolina
$975K +$987K +14,033 New
LA
121
LVW Advisors
New York
$969K +$37.6K +534 +4%
SPIA
122
Steward Partners Investment Advisory
New York
$952K +$26.5K +377 +3%
WWG
123
West Wealth Group
California
$945K -$96.3K -1,369 -9%
JP Morgan Chase
124
JP Morgan Chase
New York
$899K +$628K +8,920 +222%
NL
125
NWAM LLC
Washington
$881K -$13.3K -189 -1%