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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGF
126
Plan Group Financial
Oklahoma
$1.13M +$958K +11,109 +452%
KFS
127
Kelly Financial Services
Massachusetts
$1.06M +$5.52K +64 +0.5%
PS
128
Principal Securities
Iowa
$1.04M +$3.97K +46 +0.4%
PCA
129
Prosperity Capital Advisors
Ohio
$1.02M -$98.7K -1,144 -9%
PA
130
PFG Advisors
Arizona
$1.01M -$10.4K -120 -1%
AWM
131
AE Wealth Management
Kansas
$995K -$4.01M -46,542 -80%
HA
132
Herold Advisors
New York
$992K – – –
AIC
133
Archer Investment Corporation
Indiana
$977K – – –
BTI
134
Blue Trust Inc
Georgia
$973K +$21.9K +254 +2%
KFI
135
Key Financial Inc
Pennsylvania
$973K – – –
GM
136
GeoWealth Management
Illinois
$967K +$951K +11,020 +2,015%
GFPC
137
Global Financial Private Client
Florida
$954K -$33.9K -393 -3%
AAS
138
Avantax Advisory Services
Texas
$950K -$19K -220 -2%
KWS
139
Keystone Wealth Services
California
$947K -$77.9K -903 -7%
BCM
140
Brookstone Capital Management
Illinois
$947K +$127K +1,471 +15%
QCIG
141
Quad-Cities Investment Group
Iowa
$942K +$2.5K +29 +0.3%
OWA
142
Outlook Wealth Advisors
Texas
$941K -$9.32K -108 -1%
WCM
143
Windsor Capital Management
Arizona
$941K +$3.88K +45 +0.4%
GF
144
Gries Financial
Ohio
$937K +$8.2K +95 +0.9%
APW
145
Austin Private Wealth
Texas
$930K +$188K +2,185 +24%
GWS
146
Greykasell Wealth Strategies
California
$911K +$18.5K +214 +2%
FFA
147
Farther Finance Advisors
California
$908K +$11.2K +130 +1%
SFO
148
Stokes Family Office
Louisiana
$906K +$145K +1,686 +18%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$903K +$37.5K +435 +4%
CWM
150
Centurion Wealth Management
Virginia
$898K – – –