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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
151
Axxcess Wealth Management
California
$676K +$711K +9,812 New
Citadel Advisors
152
Citadel Advisors
Florida
$667K +$701K +9,675 New
AR
153
Apeiron RIA
Texas
$654K +$682K +9,416 New
CWA
154
Clearview Wealth Advisors
Oregon
$652K -$305K -4,213 -31%
SB
155
Strategic Blueprint
Georgia
$652K +$92.2K +1,273 +16%
CWS
156
Cypress Wealth Services
California
$648K -$153K -2,110 -19%
CFD
157
Creative Financial Designs
Indiana
$648K +$117K +1,611 +21%
WP
158
WealthShield Partners
North Carolina
$644K -$209K -2,882 -24%
SL
159
SWMG LLC
Texas
$632K +$665K +9,177 New
RJT
160
Raymond James Trust
Florida
$628K +$25.4K +350 +4%
PAMG
161
Patton Albertson Miller Group
Tennessee
$625K +$658K +9,078 New
KWA
162
KCS Wealth Advisory
California
$622K -$186K -2,565 -22%
APA
163
American Portfolios Advisors
New York
$611K +$55.3K +763 +9%
SWM
164
Scissortail Wealth Management
Oklahoma
$610K +$637K +8,794 New
SPC
165
Sigma Planning Corp
Michigan
$601K -$117K -1,611 -16%
CA
166
Cetera Advisors
Colorado
$583K -$166K -2,285 -21%
SWP
167
ShoreHaven Wealth Partners
New Jersey
$571K -$431K -5,954 -42%
BFA
168
BMS Financial Advisors
South Dakota
$560K +$588K +8,122 New
SPAS
169
Spectrum Planning & Advisory Services
California
$549K -$227K -3,128 -28%
SA
170
Stewardship Advisors
Pennsylvania
$537K -$5.26M -72,674 -90%
JWCA
171
J.W. Cole Advisors
Florida
$533K -$75.1K -1,036 -12%
MA
172
Mutual Advisors
Nebraska
$533K +$560K +7,734 New
FIM
173
Freedom Investment Management
Connecticut
$518K -$65.1K -898 -11%
QCIG
174
Quad-Cities Investment Group
Iowa
$504K +$32.5K +449 +7%
LAM
175
LFS Asset Management
California
$501K -$17.7K -245 -3%