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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
I
151
INVST
Indiana
$870K +$359K +4,177 +69%
SAM
152
Synergy Asset Management
Washington
$850K +$533K +6,192 +160%
BCM
153
Brookstone Capital Management
Illinois
$837K -$3.44K -40 -0.4%
C
154
Croban
Ohio
$822K +$833K +9,675 New
BHWM
155
Bay Harbor Wealth Management
Maryland
$798K +$300K +3,484 +59%
CA
156
CoreCap Advisors
Michigan
$795K -$20.3K -236 -2%
SFO
157
Stokes Family Office
Louisiana
$777K +$424K +4,928 +117%
MFA
158
Millington Financial Advisors
Illinois
$775K +$58.4K +678 +8%
APW
159
Austin Private Wealth
Texas
$759K +$273K +3,177 +55%
OFS
160
OneAscent Financial Services
Alabama
$747K +$756K +8,786 New
AAM
161
Advisors Asset Management
Colorado
$744K +$98.8K +1,148 +15%
UAG
162
United Advisor Group
Ohio
$744K +$753K +8,754 New
ASN
163
Advisory Services Network
Georgia
$709K +$67.7K +787 +10%
FA
164
Fedenia Advisers
Wisconsin
$703K +$712K +8,278 New
SVWG
165
Shared Vision Wealth Group
United States
$702K +$191K +2,223 +37%
SWM
166
SigFig Wealth Management
California
$694K +$148K +1,721 +27%
LL
167
LPWM LLC
Minnesota
$684K -$2.4M -27,918 -78%
Comerica Bank
168
Comerica Bank
Texas
$661K -$322K -3,737 -32%
WP
169
WealthShield Partners
North Carolina
$654K +$195K +2,262 +42%
JC
170
JB Capital
Connecticut
$628K +$100K +1,167 +19%
SFS
171
Security Financial Services
Indiana
$623K +$111K +1,292 +21%
SA
172
Scarborough Advisors
Maryland
$623K +$160K +1,862 +34%
SWM
173
Scissortail Wealth Management
Oklahoma
$620K +$623K +7,244 +15,413%
CC
174
Copperleaf Capital
North Carolina
$614K +$164K +1,900 +36%
Cerity Partners
175
Cerity Partners
New York
$605K +$613K +7,124 New