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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
SigFig Wealth Management
California
$493K +$80.1K +1,025 +20%
SWM
152
Scissortail Wealth Management
Oklahoma
$488K -$10.2K -131 -2%
I
153
INVST
Indiana
$487K +$95.8K +1,226 +25%
TFA
154
Transamerica Financial Advisors
Florida
$470K
BHWM
155
Bay Harbor Wealth Management
Maryland
$465K +$24.3K +311 +6%
SVWG
156
Shared Vision Wealth Group
United States
$464K +$26.3K +337 +6%
MAM
157
Milestone Asset Management
Pennsylvania
$456K +$454K +5,805 New
PFG
158
PAX Financial Group
Texas
$448K +$159K +2,039 +56%
APW
159
Austin Private Wealth
Texas
$448K +$11.9K +152 +3%
AG
160
Ascent Group
Virginia
$447K -$1.22M -15,553 -73%
SXL
161
Summit X LLC
Missouri
$446K -$4.77K -61 -1%
SCA
162
Snowden Capital Advisors
New York
$435K -$54.5K -697 -11%
WS
163
Wedbush Securities
California
$433K -$15.6K -199 -3%
WP
164
WealthShield Partners
North Carolina
$427K +$94.9K +1,214 +29%
NCM
165
Northwest Capital Management
Oregon
$422K -$437K -5,592 -51%
CC
166
Copperleaf Capital
North Carolina
$412K +$409K +5,238 New
PCA
167
Prosperity Capital Advisors
Ohio
$406K +$157K +2,009 +64%
Wealthfront Advisers
168
Wealthfront Advisers
California
$382K +$66.4K +850 +21%
AWA
169
Acorn Wealth Advisors
Michigan
$381K +$5.39K +69 +1%
BIA
170
Bigelow Investment Advisors
Maine
$378K -$11.6K -149 -3%
ML
171
McAdam LLC
Pennsylvania
$371K -$39.2K -502 -10%
IWC
172
Integrated Wealth Concepts
Massachusetts
$370K +$9.22K +118 +3%
SA
173
Scarborough Advisors
Maryland
$369K +$4.61K +59 +1%
BCI
174
Brinker Capital Investments
Pennsylvania
$362K +$60.6K +775 +20%
OPS
175
Orion Portfolio Solutions
Nebraska
$362K +$60.6K +775 +20%