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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
176
Milestone Asset Management
Pennsylvania
$594K +$36.9K +429 +7%
IWN
177
Independent Wealth Network
Iowa
$588K -$5.51K -64 -0.9%
CMMS
178
Comprehensive Money Management Services
Florida
$581K +$588K +6,837 New
RI
179
Ridgewood Investments
New Jersey
$578K +$20.5K +238 +4%
SPC
180
Sigma Planning Corp
Michigan
$573K -$2.58K -30 -0.4%
SIM
181
Synergy Investment Management
Florida
$563K +$570K +6,628 New
BWM
182
BCGM Wealth Management
Indiana
$561K +$202K +2,350 +55%
SG Americas Securities
183
SG Americas Securities
New York
$544K +$551K +6,402 New
MWM
184
Mosley Wealth Management
California
$540K +$136K +1,579 +34%
SXL
185
Summit X LLC
Missouri
$537K +$62.6K +727 +13%
EL
186
EWA LLC
Pennsylvania
$519K -$15K -174 -3%
AWA
187
Aletheian Wealth Advisors
Washington
$498K -$22.3K -259 -4%
SCA
188
Snowden Capital Advisors
New York
$494K +$21.3K +248 +4%
MWM
189
Modera Wealth Management
New Jersey
$484K -$1.29K -15 -0.3%
TVM
190
True Vision MN
Minnesota
$483K +$130K +1,513 +36%
BBA
191
Braun-Bostich & Associates
Pennsylvania
$482K +$127K +1,474 +35%
SHJ
192
Sharkey, Howes & Javer
Colorado
$478K +$148K +1,719 +44%
HFA
193
High Falls Advisors
New York
$478K +$121K +1,410 +33%
ATPW
194
Ashton Thomas Private Wealth
Arizona
$469K +$475K +5,516 New
QPWM
195
Quadrant Private Wealth Management
Pennsylvania
$463K +$161K +1,869 +52%
DWAM
196
Duncan Williams Asset Management
Tennessee
$456K +$118K +1,371 +34%
NCM
197
Northwest Capital Management
Oregon
$451K -$102K -1,184 -18%
AWA
198
Arete Wealth Advisors
Illinois
$449K +$454K +5,278 New
IWC
199
Integrated Wealth Concepts
Massachusetts
$445K +$97.6K +1,134 +28%
WS
200
Wedbush Securities
California
$444K -$16K -186 -3%