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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
151
Synergy Asset Management
Washington
$943K +$492K +5,235 +100%
OC
152
Oppenheimer & Co
New York
$929K +$9.59K +102 +1%
Focus Partners Wealth
153
Focus Partners Wealth
Massachusetts
$926K -$12.3K -131 -1%
PNAA
154
Pictet North America Advisors
Switzerland
$925K +$54.9K +584 +7%
BCM
155
Brookstone Capital Management
Illinois
$910K +$27.5K +293 +3%
FFA
156
Farther Finance Advisors
California
$907K -$117K -1,244 -12%
EL
157
EWA LLC
Pennsylvania
$895K +$89.2K +949 +12%
KAS
158
Kestra Advisory Services
Texas
$893K -$77.9K -829 -8%
IWC
159
Integrated Wealth Concepts
Massachusetts
$853K +$90.1K +958 +13%
CWM
160
Centurion Wealth Management
Virginia
$836K -$33.4K -355 -4%
SW
161
Simplicity Wealth
New Jersey
$836K -$441K -4,691 -36%
ASN
162
Advisory Services Network
Georgia
$836K +$31.4K +334 +4%
CA
163
CoreCap Advisors
Michigan
$832K -$61.1K -650 -7%
SFO
164
Stokes Family Office
Louisiana
$818K +$135K +1,432 +21%
AWM
165
Able Wealth Management
New Jersey
$769K +$98K +1,043 +16%
CWM
166
Comprehensive Wealth Management
Washington
$769K -$170K -1,809 -19%
SPC
167
Sigma Planning Corp
Michigan
$747K +$11.3K +120 +2%
BCI
168
Brinker Capital Investments
Pennsylvania
$733K +$294K +3,132 +75%
SVWG
169
Shared Vision Wealth Group
United States
$720K +$58.5K +622 +9%
IWN
170
Independent Wealth Network
Iowa
$718K -$282 -3 -0%
HWAM
171
Hennion & Walsh Asset Management
New Jersey
$700K +$148K +1,574 +29%
AWA
172
Aletheian Wealth Advisors
Washington
$695K -$10.7K -114 -2%
NP
173
NorthRock Partners
Minnesota
$684K +$642K +6,832 New
KFS
174
Kelly Financial Services
Massachusetts
$681K -$18.4K -196 -3%
WP
175
WealthShield Partners
North Carolina
$677K +$148K +1,577 +30%