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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
101
Outlook Wealth Advisors
Texas
$991K +$48.5K +621 +5%
CAGAS
102
Capital Advisory Group Advisory Services
Minnesota
$983K +$21.9K +281 +2%
Mirae Asset Global Investments
103
Mirae Asset Global Investments
South Korea
$960K -$105K -1,348 -10%
GFPC
104
Global Financial Private Client
Florida
$953K +$289K +3,698 +45%
HGWM
105
Horst & Graben Wealth Management
Oregon
$944K +$923K +11,824 New
AIC
106
Archer Investment Corporation
Indiana
$933K +$44.9K +575 +5%
ACM
107
Anfield Capital Management
California
$919K +$131K +1,680 +17%
DADC
108
D.A. Davidson & Co
Montana
$914K +$894K +11,454 New
Comerica Bank
109
Comerica Bank
Texas
$892K +$691K +8,847 +379%
NCM
110
Northwest Capital Management
Oregon
$875K -$138K -1,770 -14%
EP
111
Eudaimonia Partners
Tennessee
$871K -$750K -9,610 -47%
OFS
112
OneAscent Financial Services
Alabama
$847K +$23K +295 +3%
JWCA
113
J.W. Cole Advisors
Florida
$823K +$133K +1,702 +20%
SWM
114
Spire Wealth Management
Virginia
$819K +$232K +2,976 +41%
CWM
115
Centurion Wealth Management
Virginia
$793K +$211K +2,706 +37%
CA
116
CoreCap Advisors
Michigan
$787K -$4.76K -61 -0.6%
RWPA
117
Richard W. Paul & Associates
Michigan
$777K +$8.74K +112 +1%
WCM
118
Windsor Capital Management
Arizona
$774K +$11.5K +147 +2%
KAS
119
Kestra Advisory Services
Texas
$765K +$172K +2,209 +30%
KFS
120
Kelly Financial Services
Massachusetts
$743K +$707K +9,059 +3,595%
ASN
121
Advisory Services Network
Georgia
$727K +$66.3K +849 +10%
SB
122
Strategic Blueprint
Georgia
$679K +$664K +8,511 New
RF
123
RHS Financial
California
$661K -$6.4K -82 -1%
PWM
124
Perigon Wealth Management
California
$658K +$643K +8,241 New
QCIG
125
Quad-Cities Investment Group
Iowa
$656K +$23.8K +305 +4%