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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
151
Bay Harbor Wealth Management
Maryland
$817K +$32.5K +377 +4%
CA
152
CoreCap Advisors
Michigan
$808K +$26K +301 +3%
UAG
153
United Advisor Group
Ohio
$796K +$66.3K +768 +9%
MFA
154
Millington Financial Advisors
Illinois
$794K +$82.6K +957 +11%
TI
155
Tidal Investments
Wisconsin
$791K -$670K -7,772 -45%
AAM
156
Advisors Asset Management
Colorado
$787K +$56.5K +655 +7%
SA
157
Scarborough Advisors
Maryland
$762K +$153K +1,774 +24%
MAM
158
Milestone Asset Management
Pennsylvania
$730K +$150K +1,744 +25%
SW
159
Simplicity Wealth
New Jersey
$700K +$723K +8,377 New
SWM
160
SigFig Wealth Management
California
$698K +$13.3K +154 +2%
SVWG
161
Shared Vision Wealth Group
United States
$697K +$6.3K +73 +0.9%
ASN
162
Advisory Services Network
Georgia
$697K -$1.47K -17 -0.2%
FA
163
Fedenia Advisers
Wisconsin
$692K
CC
164
Copperleaf Capital
North Carolina
$689K +$87.6K +1,016 +14%
CAS
165
Coppell Advisory Solutions
Texas
$689K +$1.16M +13,432 +8,610%
WP
166
WealthShield Partners
North Carolina
$677K +$35K +406 +5%
I
167
INVST
Indiana
$666K -$196K -2,273 -22%
SAI
168
Savvy Advisors Inc
New York
$666K +$687K +7,962 New
Focus Partners Wealth
169
Focus Partners Wealth
Massachusetts
$663K +$684K +7,931 New
SHIM
170
Stone House Investment Management
Pennsylvania
$660K +$248K +2,873 +57%
Citadel Advisors
171
Citadel Advisors
Florida
$657K +$677K +7,852 New
SPC
172
Sigma Planning Corp
Michigan
$629K +$67.4K +781 +12%
LL
173
LPWM LLC
Minnesota
$619K -$56.4K -654 -8%
SFS
174
Security Financial Services
Indiana
$617K +$3.28K +38 +0.5%
RI
175
Ridgewood Investments
New Jersey
$606K +$38.1K +442 +7%