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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ORC
176
O'Rourke & Company
Massachusetts
$566K
SA
177
Scarborough Advisors
Maryland
$558K -$250K -2,916 -32%
PFA
178
Pettinga Financial Advisors
Indiana
$556K +$23.7K +276 +5%
GS
179
GTS Securities
Florida
$552K +$525K +6,125 New
BTI
180
Blue Trust Inc
Georgia
$550K -$474K -5,533 -48%
APW
181
Austin Private Wealth
Texas
$526K -$453K -5,282 -48%
FA
182
Fedenia Advisers
Wisconsin
$512K -$223K -2,597 -31%
BHWM
183
Bay Harbor Wealth Management
Maryland
$505K -$357K -4,167 -43%
Comerica Bank
184
Comerica Bank
Texas
$499K -$45.2K -527 -9%
HWAM
185
Hennion & Walsh Asset Management
New Jersey
$489K +$11.6K +135 +3%
SWM
186
Scissortail Wealth Management
Oklahoma
$480K -$42.7K -498 -9%
CWP
187
Cyndeo Wealth Partners
Florida
$474K -$30.3K -353 -6%
SAM
188
Synergy Asset Management
Washington
$472K +$6.86K +80 +2%
WP
189
WealthShield Partners
North Carolina
$468K -$249K -2,907 -36%
OFS
190
OneAscent Financial Services
Alabama
$464K -$167K -1,953 -28%
SHJ
191
Sharkey, Howes & Javer
Colorado
$455K -$98.9K -1,153 -19%
ATPW
192
Ashton Thomas Private Wealth
Arizona
$454K -$182K -2,122 -30%
SCA
193
Snowden Capital Advisors
New York
$452K -$28.2K -329 -6%
Wealthfront Advisers
194
Wealthfront Advisers
California
$443K +$34.8K +406 +9%
BWM
195
BCGM Wealth Management
Indiana
$437K -$157K -1,836 -27%
TFA
196
Transamerica Financial Advisors
Florida
$437K -$29.8K -347 -7%
SFS
197
Security Financial Services
Indiana
$430K -$224K -2,607 -35%
SWM
198
SigFig Wealth Management
California
$426K -$305K -3,558 -43%
MWM
199
Modera Wealth Management
New Jersey
$422K -$77.4K -903 -16%
SIM
200
Synergy Investment Management
Florida
$421K -$198K -2,314 -33%