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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
176
LFS Asset Management
California
$501K -$17.7K -245 -3%
SWM
177
Spire Wealth Management
Virginia
$494K -$209K -2,879 -29%
RIA
178
Regal Investment Advisors
Michigan
$490K -$230K -3,177 -31%
DAS
179
Dynamic Advisor Solutions
Arizona
$484K -$1.74K -24 -0.3%
PA
180
PFG Advisors
Arizona
$471K +$74.7K +1,031 +18%
SCA
181
Snowden Capital Advisors
New York
$465K +$147K +2,030 +43%
ACM
182
Anfield Capital Management
California
$456K -$40.4K -558 -8%
CAGAS
183
Capital Advisory Group Advisory Services
Minnesota
$454K -$1.44M -19,884 -75%
FHA
184
First Horizon Advisors
Tennessee
$454K -$75.5K -1,042 -14%
Baird Financial Group
185
Baird Financial Group
Wisconsin
$453K -$151K -2,079 -24%
GIA
186
Goodwin Investment Advisory
Georgia
$448K -$17.4K -240 -4%
TFA
187
Transamerica Financial Advisors
Florida
$434K +$32.6K +450 +8%
KWS
188
Keystone Wealth Services
California
$429K -$144K -1,992 -24%
ORC
189
O'Rourke & Company
Massachusetts
$418K -$34.5K -476 -7%
WCM
190
Windsor Capital Management
Arizona
$406K +$30.6K +423 +8%
AF
191
Advisornet Financial
Minnesota
$405K -$123K -1,700 -22%
KPWS
192
Kestra Private Wealth Services
Texas
$403K +$424K +5,851 New
CAG
193
Csenge Advisory Group
Florida
$402K +$206K +2,844 +95%
BWA
194
Beam Wealth Advisors
Louisiana
$401K +$133K +1,842 +46%
AWE
195
Avidian Wealth Enterprises
Texas
$399K -$235K -3,247 -36%
PWMG
196
Provence Wealth Management Group
California
$394K -$51.7K -713 -11%
FWP
197
Firethorn Wealth Partners
Georgia
$394K -$13.6K -188 -3%
C1AG
198
Client 1st Advisory Group
Florida
$393K +$76.5K +1,056 +23%
BAM
199
Belpointe Asset Management
Nevada
$390K -$99.6K -1,375 -20%
WEG
200
World Equity Group
Illinois
$384K -$82.9K -1,144 -17%