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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIR
151
James Investment Research
Ohio
$290K -$49.6K -670 -15%
TPWA
152
TRUE Private Wealth Advisors
Oregon
$287K -$2.12M -28,657 -89%
RSWM
153
Robertson Stephens Wealth Management
California
$280K -$23K -310 -8%
CFD
154
Creative Financial Designs
Indiana
$274K +$92.5K +1,249 +56%
SC
155
Scotia Capital
Ontario, Canada
$263K +$21K +283 +9%
HP
156
Hilltop Partners
Indiana
$254K -$4.71M -63,669 -95%
MWM
157
Meridian Wealth Management
Kentucky
$243K +$2.37K +32 +1%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$236K -$39.4K -532 -15%
PS
159
Principal Securities
Iowa
$236K +$222K +3,001 New
Creative Planning
160
Creative Planning
Kansas
$221K +$208K +2,815 New
SC
161
Sierra Capital
Florida
$219K +$2.07K +28 +1%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$214K +$201K +2,709 New
PA
163
PFG Advisors
Arizona
$211K -$20.8K -281 -9%
FNBTCON
164
First National Bank & Trust Co of Newtown
Pennsylvania
$211K -$8.15K -110 -4%
TC
165
TownSquare Capital
Utah
$206K +$195K +2,627 New
JC
166
JB Capital
Connecticut
$203K -$12.8K -173 -6%
CAS
167
Coppell Advisory Solutions
Texas
$202K +$190K +2,570 New
FRA
168
Front Row Advisors
California
$201K -$41.9K -566 -18%
AWM
169
Aprio Wealth Management
Georgia
$201K +$189K +2,553 New
William Blair & Company
170
William Blair & Company
Illinois
$184K
Comerica Bank
171
Comerica Bank
Texas
$183K +$592 +8 +0.3%
EW
172
Element Wealth
Mississippi
$158K -$4.96K -67 -3%
PPFA
173
Provida Pension Fund Administrator
Chile
$157K
HIA
174
Harbor Investment Advisory
Maryland
$156K +$13.6K +184 +10%
CAM
175
Creekmur Asset Management
Illinois
$146K +$138K +1,863 New