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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFP Advisors
Florida
$360K -$3.67K -47 -1%
MWM
177
Mosley Wealth Management
California
$352K -$4.46K -57 -1%
BWM
178
BCGM Wealth Management
Indiana
$341K +$85.4K +1,092 +34%
ORC
179
O'Rourke & Company
Massachusetts
$340K -$26.4K -338 -7%
MIS
180
Morningstar Investment Services
Illinois
$339K +$108K +1,377 +47%
T
181
TNF
Montana
$336K +$329K +4,209 New
EL
182
EWA LLC
Pennsylvania
$333K -$11.8K -151 -4%
TVM
183
True Vision MN
Minnesota
$324K +$42.1K +539 +15%
FCA
184
FinTrust Capital Advisors
South Carolina
$324K +$2.81K +36 +0.9%
BBA
185
Braun-Bostich & Associates
Pennsylvania
$318K +$316K +4,043 New
Wells Fargo
186
Wells Fargo
California
$312K +$294K +3,759 +1,782%
HFA
187
High Falls Advisors
New York
$307K +$306K +3,910 New
SFO
188
Stokes Family Office
Louisiana
$299K +$11K +141 +4%
PS
189
Principal Securities
Iowa
$297K +$45.2K +578 +18%
WA
190
WBH Advisory
Maryland
$293K +$625 +8 +0.2%
MWM
191
Meridian Wealth Management
Kentucky
$290K +$288K +3,684 New
AWM
192
Alterna Wealth Management
Texas
$284K +$282K +3,611 New
SHIM
193
Stone House Investment Management
Pennsylvania
$282K +$42K +537 +18%
CFGS
194
Concourse Financial Group Securities
Alabama
$282K +$27.2K +348 +11%
RSWM
195
Robertson Stephens Wealth Management
California
$280K
SC
196
Scotia Capital
Ontario, Canada
$277K -$3.75K -48 -1%
OWA
197
One Wealth Advisors
California
$274K +$52.3K +669 +24%
OAS
198
Optivise Advisory Services
Tennessee
$274K +$272K +3,479 New
SAM
199
Synergy Asset Management
Washington
$271K +$28.1K +360 +12%
PFA
200
Pettinga Financial Advisors
Indiana
$270K -$75K -960 -22%