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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
176
Ashton Thomas Private Wealth
Arizona
$599K +$142K +1,643 +30%
Cerity Partners
177
Cerity Partners
New York
$596K +$776 +9 +0.1%
OFS
178
OneAscent Financial Services
Alabama
$594K -$145K -1,685 -19%
JC
179
JB Capital
Connecticut
$584K -$34.8K -403 -5%
SIM
180
Synergy Investment Management
Florida
$584K +$31.1K +361 +5%
AWA
181
Aletheian Wealth Advisors
Washington
$582K +$95.4K +1,106 +19%
AP
182
Advisors Preferred
Maryland
$581K +$599K +6,943 New
MWM
183
McNaughton Wealth Management
California
$577K +$596K +6,905 New
CMMS
184
Comprehensive Money Management Services
Florida
$572K
IWN
185
Independent Wealth Network
Iowa
$567K -$11.8K -137 -2%
BWM
186
BCGM Wealth Management
Indiana
$559K +$7.68K +89 +1%
ORC
187
O'Rourke & Company
Massachusetts
$525K +$126K +1,456 +30%
SHJ
188
Sharkey, Howes & Javer
Colorado
$518K +$49.8K +577 +10%
IFA
189
Independence Financial Advisors
New Hampshire
$516K +$533K +6,173 New
HFA
190
High Falls Advisors
New York
$516K +$47.4K +550 +10%
SA
191
Sovran Advisors
California
$515K +$305K +3,534 +128%
Comerica Bank
192
Comerica Bank
Texas
$507K -$148K -1,721 -22%
KFSC
193
Keystone Financial Services (Colorado)
Colorado
$507K +$244K +2,834 +88%
PFA
194
Pettinga Financial Advisors
Indiana
$492K +$112K +1,302 +28%
SWM
195
Scissortail Wealth Management
Oklahoma
$487K -$127K -1,469 -20%
TVM
196
True Vision MN
Minnesota
$470K -$5.78K -67 -1%
CWP
197
Cyndeo Wealth Partners
Florida
$470K +$103K +1,195 +27%
MWM
198
Modera Wealth Management
New Jersey
$467K -$9.14K -106 -2%
BAM
199
BOS Asset Management
Illinois
$463K +$30.3K +351 +7%
OWA
200
One Wealth Advisors
California
$462K +$31.3K +363 +7%