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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RI
126
Ridgewood Investments
New Jersey
$489K +$50.8K +686 +12%
AAM
127
Advisors Asset Management
Colorado
$471K -$148 -2 -0%
Qube Research & Technologies (QRT)
128
Qube Research & Technologies (QRT)
United Kingdom
$459K +$240K +3,245 +125%
CA
129
Calton & Associates
Florida
$458K +$431K +5,823 New
AWA
130
Aletheian Wealth Advisors
Washington
$452K +$16.5K +223 +4%
SWIG
131
Strategic Wealth Investment Group
Kentucky
$440K +$415K +5,605 New
ML
132
McAdam LLC
Pennsylvania
$411K -$36.6K -494 -9%
BIA
133
Bigelow Investment Advisors
Maine
$411K -$50.9K -688 -12%
FRA
134
FFG Retirement Advisors
Colorado
$407K -$42.2K -570 -10%
HIM
135
Hanlon Investment Management
New Jersey
$392K +$369K +4,988 New
CA
136
Continuum Advisory
Idaho
$389K +$366K +4,936 New
TFA
137
Transamerica Financial Advisors
Florida
$370K -$204K -2,752 -37%
AWA
138
Acorn Wealth Advisors
Michigan
$370K +$1.19K +16 +0.3%
PK
139
Pflug Koory
Nebraska
$368K +$222 +3 +0.1%
PAS
140
Park Avenue Securities
New York
$358K -$163K -2,206 -33%
ORC
141
O'Rourke & Company
Massachusetts
$354K
RL
142
Retireful LLC
Michigan
$350K -$116K -1,560 -26%
VF
143
VitalStone Financial
Texas
$342K +$322K +4,350 New
TCM
144
Tradewinds Capital Management
Washington
$329K -$45.5M -614,711 -99%
IP
145
Ignite Planners
California
$317K +$301K +4,068 New
SAM
146
Synergy Asset Management
Washington
$312K +$294K +3,967 New
FCA
147
FinTrust Capital Advisors
South Carolina
$306K
IWC
148
Integrated Wealth Concepts
Massachusetts
$304K -$34.3K -463 -11%
Wealthfront Advisers
149
Wealthfront Advisers
California
$296K +$279K +3,763 New
WA
150
WBH Advisory
Maryland
$292K +$275K +3,717 New