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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFN
126
Focus Financial Network
Minnesota
$866K +$935K +12,485 New
WP
127
WealthShield Partners
North Carolina
$848K +$569K +7,594 +164%
SSWM
128
Sheets Smith Wealth Management
North Carolina
$824K +$890K +11,879 New
KWA
129
KCS Wealth Advisory
California
$804K +$41.9K +559 +5%
CWS
130
Cypress Wealth Services
California
$784K +$846K +11,301 New
TW
131
Towerpoint Wealth
California
$779K +$298K +3,983 +55%
SPAS
132
Spectrum Planning & Advisory Services
California
$769K +$831K +11,093 New
AIC
133
Archer Investment Corporation
Indiana
$756K
GC
134
Guggenheim Capital
Illinois
$754K +$25.4K +339 +3%
TF
135
Trek Financial
Arizona
$748K +$556K +7,420 +221%
CA
136
Cetera Advisors
Colorado
$745K +$804K +10,741 New
OC
137
Oppenheimer & Co
New York
$735K +$154K +2,050 +24%
SPC
138
Sigma Planning Corp
Michigan
$717K +$20.1K +269 +3%
RIA
139
Regal Investment Advisors
Michigan
$714K +$771K +10,296 New
DE
140
Day & Ennis
Georgia
$704K +$528K +7,054 +227%
SWM
141
Spire Wealth Management
Virginia
$697K +$312K +4,161 +71%
CA
142
CoreCap Advisors
Michigan
$681K +$391K +5,214 +113%
CWM
143
Campbell Wealth Management
Virginia
$632K +$108K +1,444 +19%
AWE
144
Avidian Wealth Enterprises
Texas
$627K +$404K +5,388 +148%
LA
145
LVW Advisors
New York
$627K +$677K +9,044 New
SXL
146
Summit X LLC
Missouri
$610K +$670K +8,949 New
JWCA
147
J.W. Cole Advisors
Florida
$609K -$94.7K -1,264 -13%
RJT
148
Raymond James Trust
Florida
$608K
Wells Fargo
149
Wells Fargo
California
$601K +$162K +2,158 +33%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$601K +$648K +8,658 New