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iShares Convertible Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
176
Capital Analysts LLC
Pennsylvania
$780K +$236K +2,351 +42%
P
177
&Partners
Tennessee
$780K +$351K +3,488 +79%
PGFG
178
Pine Grove Financial Group
Minnesota
$779K +$795K +7,910 New
OC
179
Oppenheimer & Co
New York
$773K -$144K -1,436 -15%
SVWG
180
Shared Vision Wealth Group
United States
$746K +$2.31K +23 +0.3%
APW
181
Austin Private Wealth
Texas
$721K +$93.7K +932 +15%
RFG
182
Range Financial Group
Oregon
$699K +$398K +3,960 +126%
BHWM
183
Bay Harbor Wealth Management
Maryland
$697K +$39.2K +390 +6%
IFG
184
Independent Financial Group
California
$673K +$12.5K +124 +2%
SA
185
Scarborough Advisors
Maryland
$671K +$61.7K +614 +10%
RWM
186
Revisor Wealth Management
Ohio
$671K +$144K +1,437 +29%
HWAM
187
Hennion & Walsh Asset Management
New Jersey
$668K -$21.9K -218 -3%
LL
188
LPWM LLC
Minnesota
$667K +$4.32K +43 +0.6%
BWM
189
BCGM Wealth Management
Indiana
$662K +$109K +1,083 +19%
CMMS
190
Comprehensive Money Management Services
Florida
$656K – – –
IWN
191
Independent Wealth Network
Iowa
$646K -$62.3K -620 -9%
SWM
192
SigFig Wealth Management
California
$630K +$72K +716 +13%
JC
193
JB Capital
Connecticut
$614K +$139K +1,379 +28%
ORC
194
O'Rourke & Company
Massachusetts
$609K -$9.45K -94 -1%
E
195
Entelevest
Florida
$599K +$611K +6,081 New
Lido Advisors
196
Lido Advisors
California
$595K – – –
MWM
197
McNaughton Wealth Management
California
$594K +$122K +1,215 +25%
Comerica Bank
198
Comerica Bank
Texas
$592K +$6.93K +69 +1%
HFA
199
High Falls Advisors
New York
$566K +$147K +1,465 +34%
SIM
200
Synergy Investment Management
Florida
$552K +$48.7K +485 +9%