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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
PFG Advisors
Arizona
$343K -$34.7K -476 -10%
C1AG
127
Client 1st Advisory Group
Florida
$339K -$190K -2,601 -37%
AF
128
Allworth Financial
California
$339K -$154K -2,113 -32%
Wells Fargo
129
Wells Fargo
California
$326K -$69.7K -956 -18%
AWA
130
Acorn Wealth Advisors
Michigan
$321K +$42.2K +579 +16%
RSWM
131
Robertson Stephens Wealth Management
California
$296K
CCA
132
Catalyst Capital Advisors
New York
$264K -$10.9K -150 -4%
AWS
133
Atria Wealth Solutions
New York
$258K +$37.5K +514 +18%
OWA
134
One Wealth Advisors
California
$254K -$89.5K -1,228 -27%
MWM
135
Meridian Wealth Management
Kentucky
$244K +$233K +3,199 New
FRA
136
Front Row Advisors
California
$238K
KWA
137
KCS Wealth Advisory
California
$232K -$176K -2,418 -44%
SC
138
Scotia Capital
Ontario, Canada
$232K +$221K +3,032 New
Creative Planning
139
Creative Planning
Kansas
$231K +$221K +3,031 New
T
140
TNF
Montana
$220K -$15.5K -212 -7%
HAS
141
HBW Advisory Services
California
$215K +$205K +2,811 New
FNBTCON
142
First National Bank & Trust Co of Newtown
Pennsylvania
$213K
SC
143
Sierra Capital
Florida
$210K +$201K +2,754 New
TC
144
TownSquare Capital
Utah
$201K -$23K -315 -11%
CFD
145
Creative Financial Designs
Indiana
$183K -$7.73K -106 -4%
William Blair & Company
146
William Blair & Company
Illinois
$179K
EW
147
Element Wealth
Mississippi
$159K -$73 -1 -0%
DF
148
Dunhill Financial
United Kingdom
$157K +$153K +2,096 New
WP
149
WealthPLAN Partners
Nebraska
$156K -$26.3K -361 -15%
HIA
150
Harbor Investment Advisory
Maryland
$137K -$34.1K -468 -21%