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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
151
Midwest Capital Advisors
Michigan
$843K -$492K -5,736 -38%
OC
152
Oppenheimer & Co
New York
$827K -$896K -10,446 -53%
Citadel Advisors
153
Citadel Advisors
Florida
$817K +$104K +1,213 +15%
CA
154
CoreCap Advisors
Michigan
$808K -$59.3K -692 -7%
HA
155
Herold Advisors
New York
$802K -$255K -2,970 -25%
BCM
156
Brookstone Capital Management
Illinois
$793K -$216K -2,515 -22%
CC
157
Copperleaf Capital
North Carolina
$791K +$46K +536 +7%
CWM
158
Centurion Wealth Management
Virginia
$785K -$159K -1,856 -18%
PNAA
159
Pictet North America Advisors
Switzerland
$780K -$21.2M -247,134 -97%
PCA
160
Prosperity Capital Advisors
Ohio
$766K -$314K -3,659 -30%
ASN
161
Advisory Services Network
Georgia
$742K -$26.8K -313 -4%
SAI
162
Savvy Advisors Inc
New York
$732K +$14.2K +166 +2%
EL
163
EWA LLC
Pennsylvania
$721K -$164K -1,912 -19%
RI
164
Ridgewood Investments
New Jersey
$715K +$59.8K +697 +10%
IWC
165
Integrated Wealth Concepts
Massachusetts
$682K +$227K +2,642 +54%
SPC
166
Sigma Planning Corp
Michigan
$662K -$15.2K -177 -2%
HF
167
HRT Financial
New York
$659K +$627K +7,316 New
IWN
168
Independent Wealth Network
Iowa
$647K +$34K +397 +6%
AWA
169
Aletheian Wealth Advisors
Washington
$636K +$7.89K +92 +1%
KFS
170
Kelly Financial Services
Massachusetts
$631K -$489K -5,707 -45%
LL
171
LPWM LLC
Minnesota
$617K -$46.8K -546 -7%
SFO
172
Stokes Family Office
Louisiana
$607K -$351K -4,092 -38%
SVWG
173
Shared Vision Wealth Group
United States
$606K -$153K -1,787 -21%
AWM
174
Able Wealth Management
New Jersey
$599K +$274K +3,192 +92%
CMMS
175
Comprehensive Money Management Services
Florida
$595K -$19.7K -230 -3%