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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
151
Freedom Investment Management
Connecticut
$583K +$26.4K +352 +4%
VWM
152
Venturi Wealth Management
Texas
$574K +$620K +8,282 New
KWS
153
Keystone Wealth Services
California
$570K +$616K +8,224 New
SB
154
Strategic Blueprint
Georgia
$569K +$614K +8,197 New
APA
155
American Portfolios Advisors
New York
$562K +$374K +4,995 +161%
NCM
156
Northwest Capital Management
Oregon
$557K +$294K +3,932 +96%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$545K +$324K +4,324 +122%
CFD
158
Creative Financial Designs
Indiana
$541K +$445K +5,936 +318%
FHA
159
First Horizon Advisors
Tennessee
$530K +$573K +7,657 New
IA
160
IFP Advisors
Florida
$527K
AF
161
Advisornet Financial
Minnesota
$526K +$493K +6,587 +663%
LAM
162
LFS Asset Management
California
$521K +$562K +7,510 New
PPP
163
Private Portfolio Partners
New Jersey
$503K +$543K +7,251 New
ACM
164
Anfield Capital Management
California
$497K +$48.8K +651 +10%
DAS
165
Dynamic Advisor Solutions
Arizona
$489K -$10.4K -139 -2%
BAM
166
Belpointe Asset Management
Nevada
$488K -$76.5K -1,021 -13%
Bank of Nova Scotia
167
Bank of Nova Scotia
Ontario, Canada
$480K -$12.4M -165,000 -96%
QCIG
168
Quad-Cities Investment Group
Iowa
$477K -$118K -1,582 -19%
GIA
169
Goodwin Investment Advisory
Georgia
$468K +$33.3K +445 +7%
WEG
170
World Equity Group
Illinois
$466K +$503K +6,714 New
ORC
171
O'Rourke & Company
Massachusetts
$453K +$37.4K +500 +8%
LWAC
172
Laurel Wealth Advisors (California)
California
$451K +$142K +1,891 +41%
PWMG
173
Provence Wealth Management Group
California
$446K +$482K +6,430 New
FCA
174
FinTrust Capital Advisors
South Carolina
$433K +$139K +1,856 +44%
William Blair & Company
175
William Blair & Company
Illinois
$429K