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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SL
151
SWMG LLC
Texas
$208K -$500K -6,911 -71%
AWS
152
Atria Wealth Solutions
New York
$208K -$3.38M -46,703 -94%
AWM
153
Apollon Wealth Management
South Carolina
$207K -$91.1K -1,258 -31%
FNBTCON
154
First National Bank & Trust Co of Newtown
Pennsylvania
$203K +$202K +2,795 New
CCA
155
Conservest Capital Advisors
Pennsylvania
$203K -$58.9K -813 -23%
CFD
156
Creative Financial Designs
Indiana
$181K -$433K -5,985 -71%
Qube Research & Technologies (QRT)
157
Qube Research & Technologies (QRT)
United Kingdom
$176K +$176K +2,425 New
WP
158
WealthPLAN Partners
Nebraska
$175K -$147K -2,026 -46%
William Blair & Company
159
William Blair & Company
Illinois
$170K – – –
HIA
160
Harbor Investment Advisory
Maryland
$165K +$1.01K +14 +0.6%
EW
161
Element Wealth
Mississippi
$151K -$3.98K -55 -3%
BAM
162
Belpointe Asset Management
Nevada
$150K -$251K -3,470 -63%
JIR
163
James Investment Research
Ohio
$116K -$29K -400 -20%
MAWCM
164
Mine & Arao Wealth Creation & Management
California
$97.6K +$72 +1 +0.1%
SPIA
165
Steward Partners Investment Advisory
New York
$89.9K -$903K -12,469 -91%
FFA
166
Farther Finance Advisors
California
$71.7K -$465K -6,423 -87%
FFA
167
Founders Financial Alliance
North Carolina
$70.4K -$22.2K -307 -24%
GRP
168
Global Retirement Partners
California
$68.5K -$259K -3,575 -79%
GFPC
169
Global Financial Private Client
Florida
$66.9K -$9.7K -134 -13%
BCV
170
Banque Cantonale Vaudoise
Switzerland
$58K – – –
AA
171
Ancora Advisors
Ohio
$54.4K -$116K -1,596 -68%
Citigroup
172
Citigroup
New York
$52K -$69.5K -960 -57%
PA
173
Parallel Advisors
California
$45.2K -$35.3K -488 -44%
CA
174
Crewe Advisors
Utah
$44.5K -$3.55K -49 -7%
WB
175
Webster Bank
Connecticut
$44.4K -$39.7K -548 -47%