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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
176
Wealthfront Advisers
California
$362K -$42.1K -524 -11%
CAG
177
Csenge Advisory Group
Florida
$357K +$112K +1,392 +49%
AWM
178
Alterna Wealth Management
Texas
$356K +$51.8K +645 +18%
BWM
179
BCGM Wealth Management
Indiana
$355K -$7.3K -91 -2%
SFO
180
Stokes Family Office
Louisiana
$353K +$33.1K +412 +11%
HFA
181
High Falls Advisors
New York
$352K +$24.2K +301 +8%
BBA
182
Braun-Bostich & Associates
Pennsylvania
$351K +$12.4K +155 +4%
T
183
TNF
Montana
$349K -$5.38K -67 -2%
TVM
184
True Vision MN
Minnesota
$349K +$3.85K +48 +1%
AWM
185
Axxcess Wealth Management
California
$346K -$1.35M -16,804 -80%
OWA
186
One Wealth Advisors
California
$346K +$53.8K +670 +19%
IWC
187
Integrated Wealth Concepts
Massachusetts
$344K -$47.8K -595 -13%
FCA
188
FinTrust Capital Advisors
South Carolina
$343K -$1.77K -22 -0.5%
DWAM
189
Duncan Williams Asset Management
Tennessee
$335K +$321K +4,001 New
SHIM
190
Stone House Investment Management
Pennsylvania
$333K +$31.9K +397 +11%
SHJ
191
Sharkey, Howes & Javer
Colorado
$327K +$69.1K +861 +28%
SAM
192
Synergy Asset Management
Washington
$324K +$34K +424 +12%
BCI
193
Brinker Capital Investments
Pennsylvania
$319K -$64.1K -799 -17%
OPS
194
Orion Portfolio Solutions
Nebraska
$319K -$64.1K -799 -17%
PFA
195
Pettinga Financial Advisors
Indiana
$318K +$29.5K +368 +11%
WA
196
WBH Advisory
Maryland
$312K -$80 -1 -0%
PW
197
Paladin Wealth
Minnesota
$300K +$288K +3,590 New
CFGS
198
Concourse Financial Group Securities
Alabama
$300K +$401 +5 +0.1%
QPWM
199
Quadrant Private Wealth Management
Pennsylvania
$300K +$52.5K +654 +22%
CF
200
Centaurus Financial
California
$299K +$287K +3,574 New