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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
126
Avidian Wealth Enterprises
Texas
$276K +$301K +3,092 New
TW
127
Towerpoint Wealth
California
$273K +$298K +3,058 New
LWAC
128
Laurel Wealth Advisors (California)
California
$269K +$4.18K +43 +1%
WB
129
Webster Bank
Connecticut
$264K +$288K +2,960 New
CIAS
130
CFS Investment Advisory Services
New Jersey
$256K +$301K +3,091 New
FNBTCON
131
First National Bank & Trust Co of Newtown
Pennsylvania
$249K
APW
132
Aurora Private Wealth
New Jersey
$229K -$2.63K -27 -1%
APA
133
American Portfolios Advisors
New York
$228K -$156K -1,598 -38%
IWS
134
Insight Wealth Strategies
California
$216K -$311K -3,194 -57%
SI
135
Stephens Inc
Arkansas
$216K
CG
136
Colony Group
Massachusetts
$208K -$29.2K -300 -11%
NCM
137
Northwest Capital Management
Oregon
$208K +$244K +2,511 New
WMR
138
Wealth Management Resources
Rhode Island
$207K +$226K +2,321 New
WP
139
WealthPLAN Partners
Nebraska
$203K +$12.4K +127 +5%
HIA
140
Harbor Investment Advisory
Maryland
$196K
CCA
141
Catalyst Capital Advisors
New York
$185K +$25.3K +260 +14%
BHWM
142
Bay Harbor Wealth Management
Maryland
$173K +$203K +2,086 New
SWM
143
Spire Wealth Management
Virginia
$166K -$599K -6,157 -77%
MAWCM
144
Mine & Arao Wealth Creation & Management
California
$161K +$15.5K +159 +10%
SBL
145
Sargent Bickham Lagudis
Colorado
$152K -$70.6K -725 -30%
BFEC
146
Benjamin F. Edwards & Company
Missouri
$145K +$389 +4 +0.2%
FFA
147
Founders Financial Alliance
North Carolina
$137K +$27.1K +278 +22%
National Bank of Canada
148
National Bank of Canada
Quebec, Canada
$134K +$146K +1,500 New
PFBT
149
Parkside Financial Bank & Trust
Missouri
$133K
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$132K -$190K -1,949 -57%