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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
126
IFP Advisors
Florida
$527K +$251K +3,028 +60%
SFO
127
Stokes Family Office
Louisiana
$526K +$524K +6,323 New
BCM
128
Brookstone Capital Management
Illinois
$518K +$527K +6,363 New
SLWA
129
San Luis Wealth Advisors
California
$517K
William Blair & Company
130
William Blair & Company
Illinois
$516K
GIA
131
Goodwin Investment Advisory
Georgia
$507K +$522K +6,300 New
ORC
132
O'Rourke & Company
Massachusetts
$503K +$83 +1 +0%
KAS
133
Kestra Advisory Services
Texas
$499K +$496K +5,988 New
LAS
134
Lloyd Advisory Services
Georgia
$498K +$495K +5,975 +119,500%
SWM
135
Spire Wealth Management
Virginia
$489K +$334K +4,029 +216%
AA
136
Advisory Alpha
Michigan
$488K +$486K +5,861 New
PK
137
Pflug Koory
Nebraska
$479K
PFA
138
Pettinga Financial Advisors
Indiana
$457K +$455K +5,490 New
AAM
139
Advisors Asset Management
Colorado
$443K +$7.13K +86 +2%
OAP
140
One Advisory Partners
Kansas
$411K +$409K +4,931 New
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
$410K +$98.1K +1,184 +32%
AAS
142
Avantax Advisory Services
Texas
$396K +$54.9K +662 +16%
OWA
143
One Wealth Advisors
California
$395K +$393K +4,745 New
VHAM
144
Van Hulzen Asset Management
California
$389K +$387K +4,669 New
WP
145
WealthShield Partners
North Carolina
$386K +$384K +4,635 New
LWAC
146
Laurel Wealth Advisors (California)
California
$384K +$132K +1,589 +53%
CA
147
CoreCap Advisors
Michigan
$384K +$382K +4,604 New
LWM
148
Liberty Wealth Management
California
$383K +$383K +4,616 New
BCV
149
Banque Cantonale Vaudoise
Switzerland
$353K
FCA
150
FinTrust Capital Advisors
South Carolina
$349K +$26.4K +318 +8%