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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
CoreCap Advisors
Michigan
$888K -$49.8K -430 -6%
KFS
177
Kelly Financial Services
Massachusetts
$885K -$29.9K -258 -3%
EL
178
EWA LLC
Pennsylvania
$866K -$63.6K -549 -7%
MA
179
MONECO Advisors
Connecticut
$854K +$813K +7,016 New
CMMS
180
Comprehensive Money Management Services
Florida
$817K +$6.37K +55 +0.8%
IFG
181
Independent Financial Group
California
$808K -$23.3K -201 -3%
AWA
182
Aletheian Wealth Advisors
Washington
$807K -$7.88K -68 -1%
LPFG
183
Landing Point Financial Group
Ohio
$803K +$764K +6,592 New
HGWM
184
Horst & Graben Wealth Management
Oregon
$790K -$540K -4,663 -41%
FIA
185
Foundations Investment Advisors
Arizona
$762K -$7.91M -68,232 -92%
LL
186
LPWM LLC
Minnesota
$753K -$61.3K -529 -8%
AWA
187
Acorn Wealth Advisors
Michigan
$739K +$129K +1,112 +22%
PFA
188
Pettinga Financial Advisors
Indiana
$734K -$242K -2,091 -26%
MAM
189
MMA Asset Management
Pennsylvania
$724K -$56.7K -489 -8%
RFG
190
Range Financial Group
Oregon
$721K +$83.2K +718 +14%
VA
191
Valmark Advisers
Ohio
$713K +$71.5K +617 +12%
ATPW
192
Ashton Thomas Private Wealth
Arizona
$698K -$498K -4,295 -43%
SFO
193
Stokes Family Office
Louisiana
$676K -$863K -7,443 -57%
TGAM
194
TBH Global Asset Management
Tennessee
$662K +$630K +5,438 New
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$653K -$15.8K -136 -2%
LBC
196
Lane Brothers & Co
Arizona
$646K -$811 -7 -0.1%
FA
197
Fedenia Advisers
Wisconsin
$641K -$258K -2,228 -30%
JIR
198
James Investment Research
Ohio
$636K +$301K +2,600 +99%
SI
199
Seeds Investor
New York
$624K -$297K -2,560 -33%
CWM
200
Centurion Wealth Management
Virginia
$624K -$90.1K -777 -13%