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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Modera Wealth Management
New Jersey
$343K +$26K +314 +8%
NCM
152
Northwest Capital Management
Oregon
$341K +$131K +1,584 +63%
ML
153
McAdam LLC
Pennsylvania
$340K +$77.3K +932 +30%
HPC
154
Hobart Private Capital
North Carolina
$340K +$338K +4,079 New
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$337K +$335K +4,040 New
RI
156
Ridgewood Investments
New Jersey
$336K +$22K +265 +7%
IWN
157
Independent Wealth Network
Iowa
$324K +$20.5K +247 +7%
PG
158
Prostatis Group
Maryland
$317K +$166 +2 +0.1%
AWA
159
Acorn Wealth Advisors
Michigan
$316K -$3.81K -46 -1%
HFA
160
High Falls Advisors
New York
$316K +$315K +3,795 New
AWE
161
Avidian Wealth Enterprises
Texas
$304K +$46.4K +560 +18%
WCM
162
Windsor Capital Management
Arizona
$300K +$298K +3,601 New
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$295K +$170K +2,056 +139%
IAN
164
Integrated Advisors Network
Texas
$295K +$294K +3,550 New
CA
165
Calton & Associates
Florida
$294K -$1.33K -16 -0.5%
SWM
166
SigFig Wealth Management
California
$294K +$304K +3,672 New
TSS
167
Two Sigma Securities
New York
$288K +$287K +3,457 New
TF
168
Trek Financial
Arizona
$280K -$229K -2,761 -45%
Creative Planning
169
Creative Planning
Kansas
$280K -$8.79K -106 -3%
DI
170
Disciplined Investments
Oklahoma
$279K +$229K +2,764 +472%
NL
171
NWAM LLC
Washington
$277K +$276K +3,325 New
AWA
172
Aletheian Wealth Advisors
Washington
$274K +$273K +3,294 New
FCC
173
Florin Court Capital
United Kingdom
$265K -$530K -6,400 -67%
FRA
174
Front Row Advisors
California
$260K
APA
175
American Portfolios Advisors
New York
$259K +$44.9K +542 +21%