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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWS
126
Keystone Wealth Services
California
$1.04M +$1.05M +12,225 New
PS
127
Principal Securities
Iowa
$1.03M +$322K +3,744 +45%
SWP
128
Sagespring Wealth Partners
Tennessee
$1.01M +$1.02M +11,904 New
HA
129
Herold Advisors
New York
$1.01M
GFPC
130
Global Financial Private Client
Florida
$1M +$2.75K +32 +0.3%
AG
131
Ascent Group
Virginia
$998K +$385K +4,469 +61%
AIC
132
Archer Investment Corporation
Indiana
$993K
KFI
133
Key Financial Inc
Pennsylvania
$989K -$901K -10,464 -47%
AAS
134
Avantax Advisory Services
Texas
$984K +$53.7K +624 +6%
BTI
135
Blue Trust Inc
Georgia
$967K +$255K +2,960 +35%
OWA
136
Outlook Wealth Advisors
Texas
$966K -$22.3K -259 -2%
QCIG
137
Quad-Cities Investment Group
Iowa
$955K +$42.7K +496 +5%
WCM
138
Windsor Capital Management
Arizona
$952K -$86.9K -1,010 -8%
GF
139
Gries Financial
Ohio
$944K +$165K +1,916 +21%
T
140
Tidemark
California
$937K +$12K +139 +1%
BPC
141
Banque Pictet & Cie
Switzerland
$932K +$944K +10,963 New
CFD
142
Creative Financial Designs
Indiana
$919K +$232K +2,694 +33%
FFA
143
Farther Finance Advisors
California
$911K +$228K +2,648 +33%
GWS
144
Greykasell Wealth Strategies
California
$908K +$919K +10,681 New
CWM
145
Centurion Wealth Management
Virginia
$898K +$88.5K +1,028 +11%
MCA
146
Midwest Capital Advisors
Michigan
$897K +$908K +10,553 New
RWPA
147
Richard W. Paul & Associates
Michigan
$886K -$6.88K -80 -0.8%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$880K +$207K +2,409 +30%
CWM
149
Calamos Wealth Management
Illinois
$875K +$886K +10,300 New
I
150
INVST
Indiana
$870K +$359K +4,177 +69%