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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PK
176
Pflug Koory
Nebraska
$367K +$353K +4,392 New
Wealthfront Advisers
177
Wealthfront Advisers
California
$362K -$42.1K -524 -11%
CAG
178
Csenge Advisory Group
Florida
$357K +$112K +1,392 +49%
AWM
179
Alterna Wealth Management
Texas
$356K +$51.8K +645 +18%
BWM
180
BCGM Wealth Management
Indiana
$355K -$7.3K -91 -2%
SFO
181
Stokes Family Office
Louisiana
$353K +$33.1K +412 +11%
HFA
182
High Falls Advisors
New York
$352K +$24.2K +301 +8%
BBA
183
Braun-Bostich & Associates
Pennsylvania
$351K +$12.4K +155 +4%
T
184
TNF
Montana
$349K -$5.38K -67 -2%
TVM
185
True Vision MN
Minnesota
$349K +$3.85K +48 +1%
AWM
186
Axxcess Wealth Management
California
$346K -$1.35M -16,804 -80%
OWA
187
One Wealth Advisors
California
$346K +$53.8K +670 +19%
IWC
188
Integrated Wealth Concepts
Massachusetts
$344K -$47.8K -595 -13%
FCA
189
FinTrust Capital Advisors
South Carolina
$343K -$1.77K -22 -0.5%
DWAM
190
Duncan Williams Asset Management
Tennessee
$335K +$321K +4,001 New
SHIM
191
Stone House Investment Management
Pennsylvania
$333K +$31.9K +397 +11%
SHJ
192
Sharkey, Howes & Javer
Colorado
$327K +$69.1K +861 +28%
SAM
193
Synergy Asset Management
Washington
$324K +$34K +424 +12%
BCI
194
Brinker Capital Investments
Pennsylvania
$319K -$64.1K -799 -17%
OPS
195
Orion Portfolio Solutions
Nebraska
$319K -$64.1K -799 -17%
PFA
196
Pettinga Financial Advisors
Indiana
$318K +$29.5K +368 +11%
WA
197
WBH Advisory
Maryland
$312K -$80 -1 -0%
PW
198
Paladin Wealth
Minnesota
$300K +$288K +3,590 New
CFGS
199
Concourse Financial Group Securities
Alabama
$300K +$401 +5 +0.1%
QPWM
200
Quadrant Private Wealth Management
Pennsylvania
$300K +$52.5K +654 +22%