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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
Centurion Wealth Management
Virginia
$798K +$766K +9,541 New
GF
127
Gries Financial
Ohio
$770K +$200K +2,489 +37%
KFS
128
Kelly Financial Services
Massachusetts
$766K -$49.2K -613 -6%
AWM
129
AE Wealth Management
Kansas
$760K +$82K +1,021 +13%
GM
130
GeoWealth Management
Illinois
$744K +$454K +5,652 +175%
PS
131
Principal Securities
Iowa
$702K +$371K +4,622 +123%
MFA
132
Millington Financial Advisors
Illinois
$686K +$28.7K +358 +5%
CFD
133
Creative Financial Designs
Indiana
$680K +$22.1K +275 +4%
FFA
134
Farther Finance Advisors
California
$675K +$30.9K +385 +5%
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$665K +$25.3K +315 +4%
BTI
136
Blue Trust Inc
Georgia
$662K +$98.4K +1,226 +17%
AAM
137
Advisors Asset Management
Colorado
$637K +$66.4K +827 +12%
PCA
138
Prosperity Capital Advisors
Ohio
$617K +$178K +2,219 +43%
SWM
139
Scissortail Wealth Management
Oklahoma
$611K -$494K -6,157 -99%
AG
140
Ascent Group
Virginia
$609K +$128K +1,591 +28%
SW
141
Simplicity Wealth
New Jersey
$604K -$31.9K -397 -5%
ASN
142
Advisory Services Network
Georgia
$594K
IWN
143
Independent Wealth Network
Iowa
$585K -$12.8K -159 -2%
SPC
144
Sigma Planning Corp
Michigan
$566K +$544K +6,771 New
MAM
145
Milestone Asset Management
Pennsylvania
$549K +$60.9K +758 +13%
RI
146
Ridgewood Investments
New Jersey
$549K -$14.6K -182 -3%
OBWG
147
Onyx Bridge Wealth Group
New York
$546K -$3.83M -47,721 -88%
NCM
148
Northwest Capital Management
Oregon
$544K +$90.4K +1,126 +21%
EL
149
EWA LLC
Pennsylvania
$542K +$171K +2,131 +51%
SWM
150
SigFig Wealth Management
California
$537K +$13.6K +170 +3%