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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
126
CoreCap Advisors
Michigan
$772K -$3.75K -48 -0.5%
QCIG
127
Quad-Cities Investment Group
Iowa
$771K +$124K +1,587 +19%
KFS
128
Kelly Financial Services
Massachusetts
$768K +$35.7K +457 +5%
PWM
129
Perigon Wealth Management
California
$757K +$108K +1,382 +17%
OFS
130
OneAscent Financial Services
Alabama
$751K -$82.6K -1,057 -10%
PA
131
PFG Advisors
Arizona
$713K +$506K +6,473 +249%
Goldman Sachs
132
Goldman Sachs
New York
$648K +$644K +8,244 New
AWM
133
AE Wealth Management
Kansas
$634K +$135K +1,721 +27%
CFD
134
Creative Financial Designs
Indiana
$617K +$118K +1,508 +24%
MFA
135
Millington Financial Advisors
Illinois
$617K +$2.19K +28 +0.4%
FFA
136
Farther Finance Advisors
California
$602K +$207K +2,653 +53%
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$601K +$100K +1,279 +20%
SW
138
Simplicity Wealth
New Jersey
$599K +$124K +1,584 +26%
ASN
139
Advisory Services Network
Georgia
$594K -$121K -1,547 -17%
RF
140
RHS Financial
California
$580K -$70.3K -899 -11%
BCM
141
Brookstone Capital Management
Illinois
$576K +$52.6K +673 +10%
BTI
142
Blue Trust Inc
Georgia
$575K
IWN
143
Independent Wealth Network
Iowa
$562K +$1.88K +24 +0.3%
AAM
144
Advisors Asset Management
Colorado
$533K +$40.3K +516 +8%
MWM
145
Modera Wealth Management
New Jersey
$532K -$715K -9,150 -57%
RI
146
Ridgewood Investments
New Jersey
$530K -$11.6K -149 -2%
GF
147
Gries Financial
Ohio
$527K +$86.1K +1,102 +20%
AWA
148
Aletheian Wealth Advisors
Washington
$511K +$59.1K +756 +13%
JC
149
JB Capital
Connecticut
$506K +$47.1K +603 +10%
SFS
150
Security Financial Services
Indiana
$493K +$6.8K +87 +1%