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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
126
Perigon Wealth Management
California
$1.1M -$463K -5,397 -31%
T
127
Tidemark
California
$1.1M -$493K -5,749 -32%
SB
128
Strategic Blueprint
Georgia
$1.06M -$440K -5,131 -30%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$1.06M +$80.3K +936 +9%
CFD
130
Creative Financial Designs
Indiana
$1.05M -$187K -2,180 -16%
AIC
131
Archer Investment Corporation
Indiana
$1.05M
KFI
132
Key Financial Inc
Pennsylvania
$1.05M +$3K +35 +0.3%
GFPC
133
Global Financial Private Client
Florida
$1.04M +$13.3K +155 +1%
C
134
Croban
Ohio
$1.04M +$111K +1,292 +13%
US Bancorp
135
US Bancorp
Minnesota
$1.04M -$820K -9,558 -45%
QCIG
136
Quad-Cities Investment Group
Iowa
$1.03M +$17.7K +206 +2%
KWS
137
Keystone Wealth Services
California
$1.02M +$171 +2 +0%
GWS
138
Greykasell Wealth Strategies
California
$982K +$257 +3 +0%
OWA
139
Outlook Wealth Advisors
Texas
$980K -$32.3K -377 -3%
MFA
140
Millington Financial Advisors
Illinois
$971K +$52.4K +611 +6%
FFA
141
Farther Finance Advisors
California
$929K -$46K -536 -5%
PA
142
PFG Advisors
Arizona
$928K -$155K -1,812 -15%
SF
143
SWP Financial
California
$928K -$754K -8,789 -46%
UAG
144
United Advisor Group
Ohio
$923K +$62.3K +727 +8%
IA
145
Integrity Alliance
Iowa
$921K -$810K -9,452 -48%
AAM
146
Advisors Asset Management
Colorado
$882K +$32.2K +376 +4%
KAS
147
Kestra Advisory Services
Texas
$879K -$1.04M -12,164 -55%
AAS
148
Avantax Advisory Services
Texas
$876K -$140K -1,636 -14%
CWM
149
Comprehensive Wealth Management
Washington
$856K +$814K +9,496 New
Focus Partners Wealth
150
Focus Partners Wealth
Massachusetts
$846K +$125K +1,455 +18%