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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Provident Wealth Management
Tennessee
$2.13M -$8.34K -83 -0.4%
CWA
102
Centerline Wealth Advisors
Kentucky
$2.09M -$4.27M -42,491 -67%
PAG
103
Private Advisor Group
New Jersey
$2.07M +$238K +2,371 +13%
TWM
104
TSA Wealth Management
Texas
$2.05M +$204K +2,026 +11%
DADC
105
D.A. Davidson & Co
Montana
$2.02M +$16.5K +164 +0.8%
QP
106
Quartz Partners
New York
$2.01M +$260K +2,590 +15%
AWAU
107
Alliance Wealth Advisors (Utah)
Utah
$1.96M +$2M +19,940 New
SF
108
SWP Financial
California
$1.78M +$473K +4,710 +35%
AI
109
Atria Investments
North Carolina
$1.73M +$384K +3,825 +28%
CIAS
110
CFS Investment Advisory Services
New Jersey
$1.72M +$66.3K +660 +4%
US Bancorp
111
US Bancorp
Minnesota
$1.72M +$310K +3,086 +21%
HGWM
112
Horst & Graben Wealth Management
Oregon
$1.66M +$107K +1,069 +7%
SA
113
Sovran Advisors
California
$1.65M +$6.83K +68 +0.4%
PWM
114
Perigon Wealth Management
California
$1.64M +$302K +3,005 +22%
PS
115
Principal Securities
Iowa
$1.63M +$257K +2,559 +18%
PCA
116
Prosperity Capital Advisors
Ohio
$1.59M +$581K +5,781 +56%
T
117
Tidemark
California
$1.56M +$110K +1,096 +7%
FFA
118
Farther Finance Advisors
California
$1.56M +$677K +6,737 +74%
PPWM
119
Perissos Private Wealth Management
Oklahoma
$1.49M -$53.2K -529 -3%
HWM
120
Hohimer Wealth Management
Washington
$1.48M
OWA
121
Outlook Wealth Advisors
Texas
$1.45M +$413K +4,104 +39%
SFO
122
Stokes Family Office
Louisiana
$1.44M +$652K +6,491 +79%
SAI
123
Savvy Advisors Inc
New York
$1.44M +$242K +2,409 +20%
MCA
124
Midwest Capital Advisors
Michigan
$1.44M +$88.5K +880 +6%
AWA
125
Arkadios Wealth Advisors
Georgia
$1.42M +$265K +2,635 +22%