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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
176
Security Financial Services
Indiana
$617K +$3.28K +38 +0.5%
RI
177
Ridgewood Investments
New Jersey
$606K +$38.1K +442 +7%
ATPW
178
Ashton Thomas Private Wealth
Arizona
$599K +$142K +1,643 +30%
Cerity Partners
179
Cerity Partners
New York
$596K +$776 +9 +0.1%
OFS
180
OneAscent Financial Services
Alabama
$594K -$145K -1,685 -19%
JC
181
JB Capital
Connecticut
$584K -$34.8K -403 -5%
SIM
182
Synergy Investment Management
Florida
$584K +$31.1K +361 +5%
AWA
183
Aletheian Wealth Advisors
Washington
$582K +$95.4K +1,106 +19%
AP
184
Advisors Preferred
Maryland
$581K +$599K +6,943 New
MWM
185
McNaughton Wealth Management
California
$577K +$596K +6,905 New
CMMS
186
Comprehensive Money Management Services
Florida
$572K – – –
IWN
187
Independent Wealth Network
Iowa
$567K -$11.8K -137 -2%
BWM
188
BCGM Wealth Management
Indiana
$559K +$7.68K +89 +1%
ORC
189
O'Rourke & Company
Massachusetts
$525K +$126K +1,456 +30%
SHJ
190
Sharkey, Howes & Javer
Colorado
$518K +$49.8K +577 +10%
IFA
191
Independence Financial Advisors
New Hampshire
$516K +$533K +6,173 New
HFA
192
High Falls Advisors
New York
$516K +$47.4K +550 +10%
SA
193
Sovran Advisors
California
$515K +$305K +3,534 +128%
Comerica Bank
194
Comerica Bank
Texas
$507K -$148K -1,721 -22%
KFSC
195
Keystone Financial Services (Colorado)
Colorado
$507K +$244K +2,834 +88%
PFA
196
Pettinga Financial Advisors
Indiana
$492K +$112K +1,302 +28%
SWM
197
Scissortail Wealth Management
Oklahoma
$487K -$127K -1,469 -20%
TVM
198
True Vision MN
Minnesota
$470K -$5.78K -67 -1%
CWP
199
Cyndeo Wealth Partners
Florida
$470K +$103K +1,195 +27%
MWM
200
Modera Wealth Management
New Jersey
$467K -$9.14K -106 -2%