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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
151
Wells Fargo
California
$611K -$1.01M -14,377 -62%
WP
152
WealthShield Partners
North Carolina
$609K -$40.4K -574 -6%
HPM
153
Hoxton Planning & Management
West Virginia
$605K +$613K +8,711 New
SWM
154
Scissortail Wealth Management
Oklahoma
$600K -$48K -682 -8%
C1AG
155
Client 1st Advisory Group
Florida
$596K +$202K +2,867 +50%
SB
156
Strategic Blueprint
Georgia
$592K -$66.9K -951 -10%
CFD
157
Creative Financial Designs
Indiana
$589K -$65.4K -929 -10%
IA
158
IFP Advisors
Florida
$584K -$915 -13 -0.1%
SWP
159
ShoreHaven Wealth Partners
New Jersey
$583K +$7.25K +103 +1%
FHA
160
First Horizon Advisors
Tennessee
$558K +$99.9K +1,420 +21%
RJT
161
Raymond James Trust
Florida
$533K -$101K -1,439 -16%
DAS
162
Dynamic Advisor Solutions
Arizona
$524K +$36K +512 +7%
PA
163
PFG Advisors
Arizona
$519K +$44.5K +633 +9%
MFA
164
Mayflower Financial Advisors
Massachusetts
$518K +$156K +2,220 +42%
FFA
165
Farther Finance Advisors
California
$515K +$521K +7,410 New
AG
166
Ascent Group
Virginia
$504K +$268K +3,807 +111%
QCIG
167
Quad-Cities Investment Group
Iowa
$498K -$10.8K -154 -2%
CWA
168
Clearview Wealth Advisors
Oregon
$492K -$168K -2,384 -25%
FIM
169
Freedom Investment Management
Connecticut
$491K -$31.3K -445 -6%
CAG
170
Csenge Advisory Group
Florida
$490K +$85.4K +1,214 +21%
WCM
171
Windsor Capital Management
Arizona
$488K +$78.8K +1,120 +19%
JWCA
172
J.W. Cole Advisors
Florida
$479K -$59.2K -842 -11%
RIA
173
Regal Investment Advisors
Michigan
$467K -$27.9K -396 -6%
Baird Financial Group
174
Baird Financial Group
Wisconsin
$454K -$2.88K -41 -0.6%
CAGAS
175
Capital Advisory Group Advisory Services
Minnesota
$452K -$6.12K -87 -1%