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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
176
WealthShield Partners
North Carolina
$677K +$148K +1,577 +30%
Cerity Partners
177
Cerity Partners
New York
$676K +$318K +3,378 +100%
LL
178
LPWM LLC
Minnesota
$674K -$11.3K -120 -2%
IFG
179
Independent Financial Group
California
$671K +$356K +3,790 +130%
BHWM
180
Bay Harbor Wealth Management
Maryland
$669K +$101K +1,078 +19%
CMMS
181
Comprehensive Money Management Services
Florida
$666K +$4.51K +48 +0.7%
SHJ
182
Sharkey, Howes & Javer
Colorado
$664K +$149K +1,590 +31%
APW
183
Austin Private Wealth
Texas
$639K +$51.5K +548 +9%
ORC
184
O'Rourke & Company
Massachusetts
$628K – – –
SA
185
Scarborough Advisors
Maryland
$620K +$658 +7 +0.1%
BTI
186
Blue Trust Inc
Georgia
$614K +$2.73K +29 +0.5%
TWP
187
Tempus Wealth Planning
California
$596K +$560K +5,956 New
Lido Advisors
188
Lido Advisors
California
$595K +$136K +1,446 +32%
Comerica Bank
189
Comerica Bank
Texas
$594K +$38.4K +408 +7%
Wealthfront Advisers
190
Wealthfront Advisers
California
$593K +$95.2K +1,013 +21%
SWM
191
SigFig Wealth Management
California
$568K +$87.3K +929 +20%
LWM
192
Liberty Wealth Management
California
$565K +$99.9K +1,063 +23%
BWM
193
BCGM Wealth Management
Indiana
$564K +$74K +787 +16%
FA
194
Fedenia Advisers
Wisconsin
$559K -$9.21K -98 -2%
CAL
195
Capital Analysts LLC
Pennsylvania
$557K +$107K +1,142 +26%
CC
196
Copperleaf Capital
North Carolina
$553K -$306K -3,253 -37%
AP
197
Advisors Preferred
Maryland
$546K +$251K +2,669 +97%
CWP
198
Cyndeo Wealth Partners
Florida
$518K -$8.09K -86 -2%
I
199
INVST
Indiana
$515K +$66.9K +712 +16%
OFS
200
OneAscent Financial Services
Alabama
$514K -$1.41K -15 -0.3%