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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Provident Wealth Management
Tennessee
$2.09M -$52.7K -612 -2%
TWM
102
TSA Wealth Management
Texas
$2.09M +$475K +5,521 +29%
MWM
103
Modern Wealth Management
Kansas
$2.06M +$2.09M +24,257 New
OMC
104
Overbrook Management Corp
New York
$1.99M -$487K -5,653 -19%
OC
105
Oppenheimer & Co
New York
$1.94M -$20.5K -238 -1%
US Bancorp
106
US Bancorp
Minnesota
$1.81M +$396K +4,602 +28%
PWP
107
Pursue Wealth Partners
California
$1.77M
HGWM
108
Horst & Graben Wealth Management
Oregon
$1.71M +$563K +6,537 +48%
DADC
109
D.A. Davidson & Co
Montana
$1.63M +$312K +3,627 +23%
SF
110
SWP Financial
California
$1.56M +$1.58M +18,312 New
PPWM
111
Perissos Private Wealth Management
Oklahoma
$1.52M -$10.8K -126 -0.7%
TI
112
Tidal Investments
Wisconsin
$1.47M -$333K -3,871 -18%
IA
113
Integrity Alliance
Iowa
$1.45M +$1.47M +17,031 New
JWCA
114
J.W. Cole Advisors
Florida
$1.45M +$502K +5,830 +52%
DWM
115
Dynasty Wealth Management
Florida
$1.4M +$1.42M +16,472 New
AIA
116
Acute Investment Advisory
Arizona
$1.39M -$1.27M -14,707 -47%
DFCM
117
Dark Forest Capital Management
Puerto Rico
$1.36M -$21K -244 -2%
PWM
118
Perigon Wealth Management
California
$1.33M +$440K +5,111 +50%
AF
119
Allworth Financial
California
$1.3M -$3.7K -43 -0.3%
HWM
120
Hohimer Wealth Management
Washington
$1.28M
TWP
121
Triad Wealth Partners
Kansas
$1.22M +$1.24M +14,365 New
SB
122
Strategic Blueprint
Georgia
$1.2M +$230K +2,678 +23%
PCA
123
Prosperity Capital Advisors
Ohio
$1.13M +$511K +5,932 +80%
KFS
124
Kelly Financial Services
Massachusetts
$1.07M +$300K +3,491 +38%
PA
125
PFG Advisors
Arizona
$1.04M +$184K +2,143 +21%